06 Oct2026
Seraphim Space Investment Trust – Strong NAV growth, more winners emerging
06 Oct2026
Seraphim Space Investment Trust – Strong NAV growth, more winner emerging?
06 Oct2026
Seraphim Space Investment Trust – Strong NAV growth, more winners emerging
29 Sep2026
BlackRock Smaller Companies – Ready for a small-cap reset
29 Sep2026
BlackRock Smaller Companies – Ready for a small-cap reset?
Baillie Gifford US Growth (USA) has received a significant boost in its AGM battle with Saba Capital after the three leading, independent proxy vote advisers supported its position in the crucial vote. The £1bn investment trust said Glass Lewis, ISS and PIRC, which institutional investors use to advise them on company votes, had all recommended […]
Caledonia Investments (CLDN) has announced that Tom Leader will retire as head of Caledonia Private Capital in December with Theo Tizard appointed as his successor. Leader has run the global investment trust’s team investing in private companies such as AIR-serv Europe, Direct Tyre Management, Blue Diamond Garden Centres and Conquip Engineering Group since 2021, having […]
Achilles (AIC), the investment company activist launched by Robert Naylor and Chris Mills after their salvaging of shareholder returns at Hipgnosis Songs two years ago, is preparing for a second round of campaigns to revive its share price and invest a cash pile that stood at nearly £17m in June. The company’s maiden annual report […]
Saba Capital has disclosed a new 5% stake in Neuberger Private Equity Partners (NBPE), increasing pressure on the £560m investment company to narrow its 28% share price discount. The filing to the London Stock Exchange on Friday is the first time the activist hedge fund has formally stated its position, although its £38.7m Saba Capital […]
Gore Street Energy Storage Fund (GSF), the £247m battery fund that last month survived a wind-down vote proposed by activist Saba Capital, has announced a two-year tolling agreement on its three Texas projects with Canada’s MAG Energy Solutions (MAG). From 19 October, MAG will manage the bidding, scheduling and dispatch of GFS’ Snyder, Sweetwater, and […]
As government bond yields have been rising, investors have re-embraced the comfort blanket of AI stocks. However, there is an increasing sense that a lot is resting on the success of AI adoption – and that may not be a slam-dunk. There are a number of global fund managers actively seeking out alternative sources of […]
Interview with Tye Bousada from EdgePoint Techtronic is a leading manufacturer of power tools and equipment, with well-known brands including Milwaukee, Ryobi and Hoover. EdgePoint’s Tye Bousada believes the company is well positioned to benefit from the shift from corded to cordless tools, where it is the market leader, while its focus on specialist, efficiency-enhancing […]
JPMorgan Global Growth & Income (JGGI) has unveiled a second year of underperformance with chair James Macpherson saying its fund managers had “underestimated the scale and market impact of the AI investment boom”. JP Morgan portfolio managers Helge Skibeli, who will retire in 2028, James Cook and Sam Witherow admitted the year to 30 June […]
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