Investec: ‘Buy’ BH Macro ahead of ‘choppy waters’
Analysts at Investec are bullish on BH Macro, believing the hedge fund company is a bargain on a 13% discount and offers returns uncorrelated to wider stock markets.
Please note that this research may have been paid for by the investment company. Any opinions and ratings are not endorsed by the AIC.
Kepler Trust Intelligence
02 October 2024
Results analysis from Kepler Trust Intelligence.
Analysts at Investec are bullish on BH Macro, believing the hedge fund company is a bargain on a 13% discount and offers returns uncorrelated to wider stock markets.
The U-turns, mistakes and general ineptitude of Trussonomics may have killed any hope of a shallow UK recession but have left many investment trusts on cheap valuations.
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