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Molten’s (LON:GROW) portfolio valuations remain stable in H125, illustrated by the limited fair value movements of its core holdings that recently completed new funding rounds, as well as Molten’s...
Record (LON:RECL)’s interim results (H125) were robust and assets under management equivalent (AUME) reached a new high level. There are clear signs of progress with the company’s strategic refocus...
Games Workshop Group (LON:GAW) has reached a final agreement with Amazon (NASDAQ:AMZN) to adapt the Warhammer 40K universe into films and television series, with associated merchandising rights. The...
Worldwide Healthcare Trust (LON:WWH) will be celebrating its 30th birthday in 2025 and, despite more recent underperformance, the trust has served its shareholders well over the long term. Its NAV...
Card Factory’s (LON:CARDC) acquisition of Garven Holdings, a leading designer and wholesaler of gifts and celebration essentials in the US, its largest global market, is in line with the company's...
Georgia Capital’s (LON:CGEO) (GCAP’s) net asset value (NAV) per share increased by 6.2% q-o-q in Q324 in Georgian lari terms (3.3% in sterling). The private portfolio companies performed well...
Q324 DPS was fully covered by adjusted earnings and despite a delay in resolving rent collection with My Space, one of the two recent problem tenants, we expect this to remain the case. My Space has...
Following a strategic review earlier this year, the manager of the Bankers Investment Trust (LON:BNKR), Alex Crooke, has concentrated the portfolio, reducing the number of holdings from around 170 to...
Partners Group Private Equity's (LON:PEY)’s (PGPE’s) recent portfolio realisation efforts (supported by the gradual pick-up in M&A activity and an opening IPO window) included, most notably, the...
Focusrite’s (LON:TUNE) FY24 results highlight the negative effects of the most challenging year the CEO has faced. While the company’s main operating market has been difficult, management has...
Topps Tiles (LON:TPT) has reported a good profit outturn for FY24, ahead of our prior expectations, which is encouraging in the context of the challenging external environment. Management believes...
Care REIT (Care) (LON:CRT), formerly Impact Healthcare REIT, and its tenants continued to perform strongly in Q324. The quarterly EPRA net tangible assets (NTA) return of 2.1% took the year-to-date...
Games Workshop Group’s (LON:GAW) H125 trading update suggests the company enjoyed a strong Q225 in both its core business (due to the launch of the fourth edition of Age of Sigmar midway through...
VietNam Holding (LON:VNHq) (VNH) delivered a 27.3% net asset value (NAV) per share total return over the last 12 months (ending 31 October) in sterling terms. The company outperformed a strongly...
Murray Income Trust (LON:MUT) invests in high-quality, mainly UK-listed stocks. MUT’s manager, Charles Luke, believes quality stocks are best placed to support the trust’s objective to provide a high...
Melrose (LON:MRON) Industries’ H224 trading has been in line with management’s expectations despite the volatility in the civil aerospace market, highlighting the strength of the business, in...
Smiths News now has contracts in place for 91% of its core revenue to 2029, implying resilience. In addition, its non-core growth activities are beginning to gather momentum, which is already...