James Carthew: Nearing time to top up on overly discounted RIT Capital RCP’s discount remains on a steep discount, but its steady NAV recovery could soon drive demand. Remarkably, given its size – both by market cap and the weighting within my own portfolio – it is some time since I took a close look […]
James Carthew on the proposed BG trusts merger in Christian Mayes’ article: “The whole point of persevering with Edinburgh Worldwide is that small caps are out of favour globally. “I want to hold it for the eventual global small cap recovery. I don’t hold Baillie Gifford US Growth and don’t want to. If the merger […]
James Carthew comments on the Baillie Gifford trust merger proposals in Eve Maddock-Jones’ article: “The whole point of persevering with EWI is that small caps are out of favour globally. I want to hold it for the eventual global small cap recovery. I do not hold USA and do not want to. If the merger […]
James Carthew comments on the proposed merger of EWI and USA Baillie Gifford trusts in Dave Baxter’s article: “The whole point of persevering with EWI is that small caps are out of favour globally. I want to hold it for the eventual global small-cap recovery. I don’t hold USA and don’t want to. If the […]
James Carthew comments on the trust merger plan being dropped in Dave Baxter’s article: “As I said at the outset, I believe both companies will be attracting attention from third parties in the wake of this,”.. Read the article here
James Carthew comments on strategic reviews in Jessica Tasman-Jones’ article: “I have never been convinced that there is an awful lot more work in merging two £100mn trusts than two £1bn trusts, for example, but the fees seem to scale up with the size of the deal,” Read the article here
Investment trust insider on Saba and Edinburgh Worldwide – James Carthew: ‘Saba has too much capital and is running out of targets’ Saba needs to take a chill pill, stop obsessing over asset gathering, and think more about the long term rather than making a fast buck. There has been much speculation about Saba coming […]
James Carthew comments on PCGH’s tender result in Lotte Edwards’ article: “I am delighted that investors have overwhelmingly backed PCGH to continue. I feel strongly that periodic exit opportunities, as the trust will provide every five years from now on, are an ideal way to encourage investors to think about the long-term prospect of their […]
James Carthew comments on Temple Bar and JP Morgan Asia Growth & Income in Citywire’s State of the Nation Income article: “Its returns are amongst the best in the Asia Pacific Equity Income sector and its running costs amongst the lowest, yet its shares are on a high single-digit discount,’ he said. ‘There are plenty […]
James Carthew comments on China in Jennifer Hill’s article: “The DeepSeek announcement shook assumptions about US dominance of technology, AI in particular,’ said James Carthew, head of investment company research at QuotedData. ‘While its success turned out to have been overhyped, it got investors looking at the Chinese technology sector”.. Read the article here
