Compass: The AIC's monthly newsletter

This month in Compass, we’re asking for your help. Get behind our campaign to defend shareholder democracy, and we assess the impact of Trump’s tariffs on trusts.

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Thematic research

Third-party thematic research on investment companies can be found below.

Oblomovism

8 May 2025

We analyse whether higher or lower beta strategies have outperformed.

Investing in Asia with investment trusts

8 May 2025

How investment trusts provide exposure to the growth story in Asia.

Make UK equities great again!

6 May 2025

Why now is the time to rediscover the market.

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Greencoat Renewables makes €156m disposal and plans dual listing

Greencoat Renewables has generated €200m in asset sales since December as the fund pays down its revolving credit facility and reduces gearing.
Citywire logo

North Atlantic plans to splash cash after calling market bottom

North Atlantic Smaller Companies' manager Chris Mills is ready to deploy the fund's significant cash pile in companies where there is little or no impact from tariffs.
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Killik’s Gilligan: The market is being myopic on growth capital trusts

Experienced wealth manager says it's time for the market to correct its short-sightedness after four difficult years for investment trusts focused on fast-growing private companies.
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Greencoat Renewables sells Irish portfolio

Greencoat Renewables says that it has sold six Irish onshore wind assets for €156m. The 115.7MW disposal will translate into up-front consideration of €139m and €17m in non-contingent deferred consideration over 2026 and 2027. The proceeds will be used to reduce the company’s revolving credit facility. Gearing levels will be reduced from 54% reported at […]
Quoted data logo

QuotedData’s morning briefing 13 May 2025 – CGL, CLDN, VOF

In QuotedData’s morning briefing 13 May 2025: We also have: Did you miss from yesterday?

Baker Steel Resources Trust

9 May 2025

Potential sale of Futura on the horizon.

Impax Environmental Markets

8 May 2025

Significant headwinds, but still value.

Gresham House Energy Storage

8 May 2025

Anticipating growth and rising revenues.

Canadian General Investments

8 May 2025

Measured strategy to navigate turbulent markets.

JPMorgan US Smaller Companies

7 May 2025

Short-term noise aside, JUSC offers a unique exposure to domestic US industrials.

Transaction in Own Shares

13/05/2025 - 18:24

Smithson Investment Trust

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Transaction in Own Shares

13/05/2025 - 18:18

Impax Environmental Markets

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Transaction in Own Shares

13/05/2025 - 17:48

BlackRock Throgmorton Trust

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Transaction in Own Shares

13/05/2025 - 17:40

Bankers Investment Trust

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Monthly Newsletter as at 30 April 2025

13/05/2025 - 17:31

MIGO Opportunities Trust

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