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Kepler Trust Intelligence

02 January 2024

Majedie Investments (MAJE) has released its annual results for the year ending 30/09/2023, the first following the transfer of portfolio management responsibilities to Marylebone Partners in January 2023.

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Majedie Investments - Net Asset Value Policy

Net Asset Value is, by definition, the net value of an investment fund’s assets, minus any liabilities. Majedie’s NAV reflects the true market value of the assets held by Majedie, and they adopt a proven pricing policy for each of our three strategies. The NAV published by Majedie is an accurate representation of market value of the assets held with no subjectivity. Mark Schilling explains more in the most recent video.

Majedie Investments: Currency Policy, September 2023

Majedie Investment employ a truly global strategy and the team aims to seek out exceptional investments irrespective of their geography. However, the investment trust is a sterling denominated asset. Mark Schilling, Head of Strategic Partnerships at Marylebone Partners, Majedie's investment manager, details how currency exposure is managed in the portfolio. Mark explains that Marylebone Partners do not engage in forex speculation, and the team often choose to mitigate the effects of currency fluctuations on the NAV using forward contracts. As of today, the portfolio's active currency risk is minimal.

An approach for a new era: Dan Higgins - Marylebone Partners

Dan Higgins, fund manager of Majedie Investments, provides an insight into the investment process behind the portfolio, and why this differentiated approach is so important in a changed world. The portfolio is broken down into 'Special Investments', allocations to specialist External Managers, and Direct Investments; Dan details all three elements and the criteria sought out by the team in order to include an investment in the trust.

Majedie Investments - update on the conditional appointment of Marylebone Partners

The Board of Majedie Investments PLC recently announced it has entered into a conditional agreement to appoint Marylebone Partners as the Company’s investment manager and AIFM. CEO, William Barlow, explains the extensive selection process and introduces Dan Higgins, CEO of Marylebone Partners, who explains what investors can expect from the new management.

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