Compass: The AIC’s monthly newsletter

This month in Compass, it’s all about elections. Ian Cowie crosses the pond, biotech managers talk US politics and we examine how UK trusts fared under different governments.

Latest articles, press releases and videos

Jackie Lockie blog: Hit the road, Jack!

A look at what’s next for the AIC’s adviser training.

The outlook for Private Equity

Pantheon International Participations take a global approach to investing, selecting high quality managers to build a portfolio diversified by geography, age and style.

My best investment - Urs Wietlisbach, Manager, Princess Private Equity

‘We focus on market-leading global small/mid cap private companies where we see further potential to grow the business’.

Flexibility the key in a challenging private equity market

Private equity isn’t what it used to be.

The outlook for the UK Growth sector

Opportunities for growth investors in UK small and mid-cap stocks.

My best investment - Alexander Wright, Manager, Fidelity Special Values

"My investment process is geared towards finding unloved companies with downside protection that have unrecognised growth options."

Why did we invest?

Spotting a company that can harness a long term structural market shift is a potent force for value creation.

Blog: Investors in the driving seat…and not before time

Ian Sayers gives his view on the platforms conclusion.

The outlook for the commercial property sector

How does commercial property justify its place in a diversified portfolio?

Mind the Gap: Property managers focus on prime locations

What is the outlook for the property investment company sector?

A week in the life of...Mike Adams

Mike Adams, Chief Executive of MedicX describes his busy working week.

My best investment - Michael Morris, Picton Property Income Limited

Why property is about buying well and focussing on income generation.

Thematic research

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

Pretty, pretty, pretty good

17 August 2024

Do investment trusts really protect capital and income against inflation? Lets take a look...

Micro-managing

11 April 2024

What opportunities exist in the smallest part of the UK market?

Seoul searching

28 March 2024

South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's.

Quoted data logo

Blackstone starts bidding war over Hipgnosis

There is no announcement to the stock exchange on this yet, but Sky, the FT and other news outlets have a story that Blackstone is proposing to buy Hipgnosis Songs Fund  for $1.24 in cash (about 99.6p per share), trumping the $1.16 per share offer from Chorus that was announced on Thursday. $1.24 is an […]
Citywire logo

Blackstone starts bidding war for Hipgnosis Songs with $1.5bn counter offer

US private assets group launches $1.24 per share cash bid to trump the $1.16 Concord offer recommended by the royalties fund's board on Thursday.
Quoted data logo

Aquila Energy Efficiency Trust provides detail on tender offer proposal

Aquila Energy Efficiency Trust (AEET) has published details of a tender offer under which up to 18.6% of its issued share capital may be repurchased at 94.28p per share, up to a maximum consideration of £17.5m. AEET is publishing a circular which we would suggest that shareholders read. AEET is seeking shareholders’ approval for the […]
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Gresham House Energy Storage suspends dividends and buybacks for 2024

Gresham House Energy Storage (GRID) has published a trading update in advance of the publication of its annual results for the year ended 31 December 2023 expected on 29 April 2024. GRID’s chair, John Leggate, says “The BESS sector, the Company and its shareholders are going through the most challenging operating environment since the Company’s […]
Citywire logo

Gresham House Energy Storage cancels dividends and share buybacks to repay debt

A recent improvement in trading revenues still leaves the battery fund’s forecasts well below expectations, requiring close to a 12% cut in net asset value.

CC Japan Income & Growth Trust

18 April 2024

CCJI's differentiated investment approach has led to sector-leading performance.

JPMorgan Japan Small Cap Growth & Income

18 April 2024

JSGI offers exposure to exciting growth companies in Japan.

Tetragon Financial Group

16 April 2024

FY23 growth driven by idiosyncratic factors.

Jupiter Green

16 April 2024

JGC's recovery is gathering momentum, but the discount has yet to react.

abrdn Asian Income Fund

15 April 2024

All looking good in terms of income and growth.

Transaction in Own Shares

19/04/2024 - 19:30

Impax Environmental Markets PLC

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Transaction in Own Shares

19/04/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

19/04/2024 - 19:20

Smithson Investment Trust PLC

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

19/04/2024 - 18:10

BlackRock Throgmorton Trust

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TwentyFour Select Monthly Income Fund - Issue of Shares

19/04/2024 - 17:50

TwentyFour Select Monthly Income

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Glossary

Familiarise yourself with industry terminology.

Research tools

Access information on your chosen investment companies, or find and compare companies using our screening and monitoring tools.

Invest & engage

Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.