Oakley Capital keeps compounding through the noise
OCI posts 6% NAV growth in H1 as portfolio earnings drive value; share price lags market but long-term compounding remains strong.
Mobius bounces back after slashing AI software exposure
The £114m emerging markets trust turned around its dire 2025 performance by cutting companies exposed to artificial intelligence distruption.
Activist City of London buys stake in JPMorgan UK Small Cap
The 5.4% position may have been purchased from Leeds-based Border to Coast Pensions Partnership.
MIGO joins activist calls for GRID to sell up
MIGO Opportunities is backing PrimeStone Capital's call for Gresham House Energy Storage to sell its entire portfolio as the share price struggles to reflect its worth.
MIGO fund managers back Primestone’s call for Gresham House Energy Storage to put itself up for sale
Update: MIGO Opportunities Trust (MIGO) fund managers Tom Treanor and Charlotte Cuthbertson have backed the call from a fellow activist investor for G...
Mobius rallies 23% as it navigates the AI theme by backing tech suppliers and dropping travel companies
Mobius (MMIT), the £113m emerging markets smaller companies trust, has bounced back from a difficult 2025 with a first half leap of 23% helped by gain...
Morning briefing: Aberforth Smaller outperforms despite the “supermassive” AI black hole; buoyant West End boosts Shaftesbury Capital; Majedie posts 10.7% return in Q2; last payment from Throgmorton; plus EOT
Aberforth Smaller Companies (ASL) has emerged unscathed from the turbulent first half as its stock picks notched up a 5.5% total portfolio return to b...
Ceiba shares suspended after US adds it to Cuba blacklist
The Cuban property investor has fallen foul of the US sanctions against Cuba, with Ceiba Investments saying it has been targeted in error.
Cordiant data centre steps closer to breakeven with new contract
A challenging data centre investment is slowly turning around for Cordiant Digital Infrastructure.
Biotech Growth Trust boosted by Forte Biosciences buyout
Investment trust Biotech Growth (LON:BIOG) received another boost after Forte Biosciences (NASDAQ:FBRX) agreed a $2.2 billion takeover by Argenx (EBR:...
Unite retrenches with plan to cut student beds by 24% and base its portfolio in UK’s 20 “best” universities
Unite (UTG), the UK’s biggest student accommodation provider, is to pull out of nine cities in the next two years as the real estate investment trust ...
Biotech Growth makes 14-times return on Forte Biosciences accepting $2.2bn bid from Argenx SE
Biotech Growth (BIOG) has bagged its second bid for a company in a month with Forte Biosciences, a US immunological drug developer accounting for 3% o...
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