Matthew Read comments on SSIT’s further investment in Skylo in Robin Amos’ article: “Ultimately, Skylo will still need to translate its technological promise into sustained commercial success, but the investment also illustrates how the C share fundraising has given SSIT the firepower to stand its corner during fundraisings for promising holdings rather than risk dilution […]
Matthew Read comments on NBPE’s strategy in the face of Saba in Patrick Sanders’ article: “Given that NBPE has been generating meaningful realisations and recycling capital into new opportunities, we think there remains a credible case for allowing the existing strategy to run its course,” Read the article here
David Batchelor comments on SSIT’s Xona cash deployment in James Crux’s article: “This latest development also illustrates the advantages of SSIT’s position within the wider Seraphim investment ecosystem, which allows it to back promising businesses through successive funding rounds.” Read the article here
Matthew Read comments on the US smallers funds merger in Michael Nelson’s article: “This may not be the outcome BASC’s board envisaged when the review began, but it looks like a pragmatic solution that gives shareholders a genuine choice while avoiding the risk of leaving behind a subscale trust.” Read the article here
Matthew Read comments on the US smallers funds merger in Alex Sebastian’s article: “The board.. solution looks sensible: shareholders wanting out can receive cash at just a 0.75% discount to residual NAV, while those who still believe in the US smaller companies opportunity can roll into JUSC without triggering an immediate capital gains tax liability.” […]
Matthew Read comments on Emma Moriarty CGT promotion in Patrick Sanders’ article: “She [Moriarty] has already spent four years working alongside Spiller and Clothier and, crucially, this formalises a role she is largely performing.” Read the article here
Richard Williams comments on FEML’s strong record in Michael Nelson’s article: “Emerging markets had an exceptional year, but a 92.3% NAV return against 48.2% from the index shows there was considerably more at work than a rising tide.” Read the article here
Matthew Read comments on Murray Income in Helen Kirrane’s article: “..banks and insurers have been among the better performers as inflation and interest rate expectations have edged up.” Read the article here
James Carthew comments on FSV’s manager Alex Wright in William Kay’s Tempus article: “Wright is a good example of a manager who, if he said, ‘I’ve had enough of this, I’m off’, people would be seriously worried.” Read the article here
James Carthew comments on PCT and AI in Natalie Kenway’s article: “What I like is that Polar Capital Technology has done much more than just ride the AI wave, and the portfolio changes it has made have added value,” Read the article here
