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Fair Oaks Income continues to provide a strong, well-covered yield

Fair Oaks Income (FAIR) has announced its annual results for the year ended 31 December 2023, during which it provided an NAV total return for its 2021 shares of 12.98% (31 December 2022: -0.90%) and 13.82% per realisation share (31 December 2022: 0.5%). Share price total returns were stronger at 30.94% for the 2021 shares […]

18 Apr 2024

QD view: Our search for income – a deep dive presentation on the renewable and infrastructure sectors

In this video, Edward Marten CEO of QuotedData and James Carthew head of investment companies talk about the search for income, and where to find attractive opportunities in the current market. Their presentation (at Master Investor, the UK’s largest private investor show, on the QuotedData stage) explains why it’s worth taking a fresh look at […]

18 Apr 2024

Discount ignores good progress at HydrogenOne 

HydrogenOne Capital Growth has published results for the year ended 31 December 2023. We’ll be publishing a note on these shortly, so here is a quick summary: The NAV increased by 5.8% from £125.4m at 31 December 2022 to £132.7m at 31 December 2023 due to valuation uplifts in multiple portfolio companies. The NAV per […]

18 Apr 2024

HydrogenOne announces HH2E restructuring

HydrogenOne Capital Growth has announced a change to the corporate structure of its invetsment in HH2E (the German developer of hydrogen production plants). HH2E is backed by HydrogenOne and Foresight Group (including JLEN Environmental Assets). They have investments in HH2E itself, and separately into project-specific special purpose vehicles (SPVs) managed by HH2E. HydrogenOne has invested […]

18 Apr 2024

JZ Capital proposes follow on investment in Flex Pack and $40m capital return

JZ Capital Partners wants to invest up to about US$20.5m into the Secondary Fund managed by an affiliate of JZCP’s manager. The money would be used to help the Secondary Fund make an investment into a newly incorporated company – Follow-on Flex Pack – that will be a related company of, and incorporated in a […]

18 Apr 2024

Alliance Trust picks ARGA to replace Ben Whitmore

Alliance Trust says that Willis Tower Watson has appointed a new stock picker for its multi-manager global equity portfolio. ARGA Investment Management replaces Jupiter Asset Management, following Ben Whitmore’s decision to leave Jupiter later this year and set up his own business. Craig Baker, WTW’s chief investment officer and chair of the investment committee, said: […]

15 Apr 2024

Marble Point Loan Financing reports its best year in more than a decade

Marble Point Loan Financing (MPLF) has released its annual results for the 12 months ending 31 December 2023. Over the 12 month period MPLF’s ordinary share class returned a NAV total return of 17.5%, while its liquidating share class returned 18.3%. MPLF’s portfolio value fell from $145.5m to 118.4m, however this was due to dividend […]

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