Current analyst assessments
Edison issues report on The London Tunnels (TLT)
Edison issues report on Deutsche Beteiligungs (DBAN)
Edison issues report on Metlen Energy & Metals (MYTIL)
Edison issues report on Verve (VER)
Edison issues report on Nanoco Group (NANO, NNOCF)
Edison issues report on Amoéba (ALMIB)
Edison issues report on CoinShares International (CS)
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Edison issues report on Impact Healthcare REIT (IHR)
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Edison issues report on Picton Property Income (PCTN)
Edison issues report on Martin Currie Global Portfolio Trust (MNP)
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
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Edison issues report on Worldwide Healthcare Trust (WWH)
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Transformation to global logistics player unnoticed
A recovering sector with a healthy prognosis
Focused on revenues and project completions
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A differentiated exposure to smaller companies
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Potential to generate a 20%+ yield
Train puts his money where his mouth is
Money saver in South-East Asia
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Material matters
Unique value/ESG fund at an attractive valuation
A strong start to the year
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Adding to positive long-term performance record
A transformational deal
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Introducing redeemable shares
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Several key holdings funded to break-even
Serving the energy transition
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Accretive portfolio repositioning
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Holding a strong hand
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Showing us how it’s done
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Strong FY23 results with strategic review in FY24
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Proposed merger with Henderson European Focus Trust
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Financial and operational progress
Business as usual ahead of manager’s retirement
Onwards and upwards for performance recovery
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Optimising capital allocation
Worthy allocation as part of a global portfolio
Simplifying HR and payroll solutions
Relative performance getting back on track
Returns and buyback help narrow the discount
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Long-term focus, avoiding short-term noise
Back on a growth track
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Welcome to the Goodlife!
One plus one equals three
FY23 NAV TR of 20% in sterling terms
Differentiated approach in CVD with potential
Looking forward to improved relative performance
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Manager anticipates a small-cap super cycle
Info
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