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.
Kepler Trust Intelligence
18 September 2023
Having had a banner year in 2022, 2023 has so far proven rather more challenging for BH Macro (BHMG).
Kepler Trust Intelligence
04 May 2023
BHMG's premium has moderated, yet it continues to offer strong diversification…
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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