#  @FundFanatic Gavin Lumsden Gavin Lumsden posts on X about investment, fund manager, london, trust the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1851508262/interactions)  - [--] Week [------] +324% - [--] Month [-------] +60% - [--] Months [-------] +84% - [--] Year [-------] +153% ### Mentions: [--] [#](/creator/twitter::1851508262/posts_active)  - [--] Week [--] +27% - [--] Month [---] +44% - [--] Months [---] +40% - [--] Year [-----] +98% ### Followers: [-----] [#](/creator/twitter::1851508262/followers)  - [--] Week [-----] +0.24% - [--] Month [-----] +0.69% - [--] Months [-----] +5.70% - [--] Year [-----] +9.70% ### CreatorRank: [-------] [#](/creator/twitter::1851508262/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 68.84% [stocks](/list/stocks) 13.77% [travel destinations](/list/travel-destinations) 10.14% [technology brands](/list/technology-brands) 9.42% [financial services](/list/financial-services) #505 [countries](/list/countries) 5.8% [exchanges](/list/exchanges) 2.9% [celebrities](/list/celebrities) 2.17% [social networks](/list/social-networks) 1.45% [automotive brands](/list/automotive-brands) 1.45% **Social topic influence** [investment](/topic/investment) #3506, [fund manager](/topic/fund-manager) #2739, [london](/topic/london) 7.25%, [trust](/topic/trust) 7.25%, [fund](/topic/fund) #307, [private equity](/topic/private-equity) 7.25%, [ai](/topic/ai) 6.52%, [company](/topic/company) 6.52%, [in the](/topic/in-the) 4.35%, [schroders](/topic/schroders) #3 **Top accounts mentioned or mentioned by** [@conkers3](/creator/undefined) [@aicpress](/creator/undefined) [@quoteddata](/creator/undefined) [@markdampier](/creator/undefined) [@citywire](/creator/undefined) [@ft](/creator/undefined) [@thetimes](/creator/undefined) [@bailliegifford](/creator/undefined) [@annabelbrodies](/creator/undefined) [@citywirewealth](/creator/undefined) [@thisismoney](/creator/undefined) [@premiermiton](/creator/undefined) [@iancowie](/creator/undefined) [@winterfloodinvt](/creator/undefined) [@emr_recruitment](/creator/undefined) [@dave76s](/creator/undefined) [@mathewgregory5](/creator/undefined) [@xgeorgecooper](/creator/undefined) [@bbc](/creator/undefined) [@mmcgagh](/creator/undefined) **Top assets mentioned** [BlackRock Inc (BLK)](/topic/blackrock) [Gold Royalty Corp. (GROY)](/topic/gold-royalty-corp) [Eli Lilly and Company (LLY)](/topic/eli-lilly) ### Top Social Posts Top posts by engagements in the last [--] hours "Relx the UK analytics and information business hit hard in the Anthropic scare rose 3.9% after CEO Erik Engstrom told investors at its annual results: The continued evolution of artificial intelligence is enabling us to add more value to our customers. https://www.thisismoney.co.uk/money/markets/article-15552779/Relx-boss-seeks-reassure-investors-AI-threat-huge-selloff.html https://www.thisismoney.co.uk/money/markets/article-15552779/Relx-boss-seeks-reassure-investors-AI-threat-huge-selloff.html" [X Link](https://x.com/FundFanatic/status/2022200647274090766) 2026-02-13T06:46Z [----] followers, [---] engagements "Property companies latest to be caught up in AI sell-off on fears chatbots could replace estate agents. In London Savills fell 7.5% & office landlord IWG declined 8%. On Wall Street property giants Cushman & Wakefield & CBRE fell 9% and 12% respectively. https://www.telegraph.co.uk/business/2026/02/12/property-sector-investors-bet-ai-replace-estate-agents/ https://www.telegraph.co.uk/business/2026/02/12/property-sector-investors-bet-ai-replace-estate-agents/" [X Link](https://x.com/FundFanatic/status/2022201808169443635) 2026-02-13T06:50Z [----] followers, [----] engagements "Sultan Ahmed bin Sulayem head of Dubais global ports operator DP World resigns over his links to Jeffrey Epstein. The UK development finance agency & Canada's second largest pension fund La Caisse this week suspended new investment in the firm says @bbc https://www.bbc.co.uk/news/articles/ce82xgd2g3yo https://www.bbc.co.uk/news/articles/ce82xgd2g3yo" [X Link](https://x.com/FundFanatic/status/2022583138459754541) 2026-02-14T08:06Z [----] followers, [---] engagements "NatWest has fallen 18% since [--] Feb partly on fears bank overpaid in 2.7bn buy of Evelyn Partners on [--] Feb. Unveiling 7.7bn annual profits up a quarter CEO Paul Thwaite blamed economic & political uncertainty saying it was a strategic asset. https://www.telegraph.co.uk/business/2026/02/13/study-tech-if-you-want-to-work-in-banking-natwest-chief/ https://www.telegraph.co.uk/business/2026/02/13/study-tech-if-you-want-to-work-in-banking-natwest-chief/" [X Link](https://x.com/FundFanatic/status/2022590514516590832) 2026-02-14T08:35Z [----] followers, [---] engagements "Gavin Lumsden (GL) here. I'm delighted to say @FundFanatic is now a team account which I'm sharing with my @Citywire colleagues Daniel Grote and Michelle McGagh @mmcgagh. Stay locked to us for funds and trust news and comments @AICPRESS @InvAssoc @CitywireWealth" [X Link](https://x.com/FundFanatic/status/1214914781754351617) 2020-01-08T14:20Z [----] followers, [--] engagements "Bernard Fairman founder and biggest shareholder in sustainability fund manager @ForesightGroup says its more attractive to invest in building renewables in Australia & Europe than Britain after the imposition of the electricity generator levy. https://www.thetimes.co.uk/article/a6fd3786-73f9-11ed-be91-363346a310deshareToken=e1172f917dc0a84ab52a6914d3679914 https://www.thetimes.co.uk/article/a6fd3786-73f9-11ed-be91-363346a310deshareToken=e1172f917dc0a84ab52a6914d3679914" [X Link](https://x.com/FundFanatic/status/1599657832810430464) 2022-12-05T06:52Z [----] followers, [--] engagements "Warehouse Reit becomes latest trust to renegotiate its fund manager fee with the quarterly payment to Tilstone Partners based on lower of net asset value & market value & not just NAV. This reflects its 38% share price discount & will save 2.1m a year. https://www.londonstockexchange.com/news-article/WHR/amendment-to-investment-management-agreement/16893289 https://www.londonstockexchange.com/news-article/WHR/amendment-to-investment-management-agreement/16893289" [X Link](https://x.com/FundFanatic/status/1889222889183809968) 2025-02-11T08:00Z [----] followers, [---] engagements "Inability of UK stock market to value companies properly underlined again after H&T shares soared 40.8% to a record high after pawnbroker accepted an 297m offer from Texas-based FirstCash pitched at 44% premium. https://www.independent.co.uk/news/business/pawnbroker-h-t-snapped-up-by-us-firm-in-another-loss-for-london-stock-exchange-b2750718.html https://www.independent.co.uk/news/business/pawnbroker-h-t-snapped-up-by-us-firm-in-another-loss-for-london-stock-exchange-b2750718.html" [X Link](https://x.com/FundFanatic/status/1922896927475089620) 2025-05-15T06:08Z [----] followers, [---] engagements "Law Debenture (LWDB) smashed UK stock market rally in first half with its investments & financial services businesses firing on most cylinders.Interims on Friday showed 1.3bn UK equity income trust made 15% return beating FTSE All-Shares 9.1% rise. https://quoteddata.com/2025/07/banks-and-defence-stocks-boost-excellent-law-debenture/ https://quoteddata.com/2025/07/banks-and-defence-stocks-boost-excellent-law-debenture/" [X Link](https://x.com/FundFanatic/status/1949388516573487217) 2025-07-27T08:36Z [----] followers, [----] engagements "Defying expectations of a closer vote 62.9% of Assura (AGR) shareholders have backed merger with Primary Health Properties (PHP) & 48% stake in enlarged listed group spurning KKR and Stonepeaks 1.7bn cash offer which got less than 17% support. https://www.thetimes.com/article/3f3aa1cc-209c-4e73-bdf2-d754822ef8eeshareToken=5a2fb1c3d445deafde001b0bef7c906b https://www.thetimes.com/article/3f3aa1cc-209c-4e73-bdf2-d754822ef8eeshareToken=5a2fb1c3d445deafde001b0bef7c906b" [X Link](https://x.com/FundFanatic/status/1955502702005284904) 2025-08-13T05:32Z [----] followers, [---] engagements "BlackRock World Mining #BRWM rose 7% after selling its BHP Brazil Royalty Contract to Gold Royalty Corp for $70m at a 105% premium over $34.1m valuation and saying it made total of $113m or nine-times its original investment in [----]. https://citywire.com/investment-trust-insider/news/trust-watch-baillie-gifford-trusts-soar-on-spacex-rumours/a2480470 https://citywire.com/investment-trust-insider/news/trust-watch-baillie-gifford-trusts-soar-on-spacex-rumours/a2480470" [X Link](https://x.com/FundFanatic/status/2000131984111149421) 2025-12-14T09:13Z [----] followers, [---] engagements "Veteran activist investor Nelson Peltzs Trian Fund Mgmt has bought Janus Henderson the UK-based US-listed funds group for $7.4bn (5.5bn) cash with General Catalyst a Silicon Valley venture capitalist. They are paying $49 per share up from $46 1st bid https://www.telegraph.co.uk/business/2025/12/22/wall-street-billionaire-to-buy-city-fund-manager-for-55bn/ https://www.telegraph.co.uk/business/2025/12/22/wall-street-billionaire-to-buy-city-fund-manager-for-55bn/" [X Link](https://x.com/FundFanatic/status/2003363668990333271) 2025-12-23T07:14Z [----] followers, [----] engagements "Beazley #BEZ shot up 41% after insurance giant Zurich launched surprise 7.7bn bid for specialist Lloyds insurer. Zurich chief Mario Greco denied going hostile after bypassing board of Beazley to go direct to its shareholders with the cash offer. https://www.thetimes.com/article/4d8e2d6f-bbd0-414f-b4bb-f28c9e829dd0shareToken=1b1076c4f3c6358800701c2859b64735 https://www.thetimes.com/article/4d8e2d6f-bbd0-414f-b4bb-f28c9e829dd0shareToken=1b1076c4f3c6358800701c2859b64735" [X Link](https://x.com/FundFanatic/status/2013509045479481475) 2026-01-20T07:09Z [----] followers, [---] engagements "Residential Secure Income #RESI revealed it had received offers for both retirement & shared ownership properties in its portfolio though indicated these were below their full value. The 106m REIT began a managed wind-down in Oct [----]. https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/ https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/" [X Link](https://x.com/FundFanatic/status/2015670358272029093) 2026-01-26T06:17Z [----] followers, [---] engagements "Baillie Gifford Shin Nippon #BGS the 338m Japanese smaller companies trust trying to reset under new fund manager Brian Lum issued a circular for a tender offer letting shareholders sell 15% of their shares at a 2% discount to asset value. https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/ https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/" [X Link](https://x.com/FundFanatic/status/2015670921034404343) 2026-01-26T06:19Z [----] followers, [---] engagements "Schroders run Ground Rents Income #GRIO sank 16% to all-time low after estimating the [---] cap on could reduce its ground rent income by 26% & slash value of its portfolio by 44%. The much reduced 19m investment company has been in wind-down for two years https://quoteddata.com/2026/01/ground-rents-income-slides-as-government-imposes-250-cap-on-leaseholder-charges/ https://quoteddata.com/2026/01/ground-rents-income-slides-as-government-imposes-250-cap-on-leaseholder-charges/" [X Link](https://x.com/FundFanatic/status/2016402142072885340) 2026-01-28T06:45Z [----] followers, [----] engagements "A mixed update from London-listed Mexican miner Fresnillo #FRES in which it trimmed production guidance saw shares dip 0.5% but still up 545% in a year. @ft says worlds biggest miners have added neat half a trillion dollars to their valuations this year. https://www.thetimes.com/article/14aa1f6a-ee98-4b83-9718-cbe475db7328shareToken=0b23d625514aa81af57f4517ee0a4487 https://www.thetimes.com/article/14aa1f6a-ee98-4b83-9718-cbe475db7328shareToken=0b23d625514aa81af57f4517ee0a4487" [X Link](https://x.com/FundFanatic/status/2016761495590215827) 2026-01-29T06:33Z [----] followers, [---] engagements "Artemis 13.7% shareholder in International Personal Finance #IPF decries 543m bid for lender by Basepoint Capital of US as another loss to LSE. Fund manager Ed Legget says: Unlike Darwinism its the strong that are getting picked off not the weakest https://www.thetimes.com/article/0935953f-8095-4f2c-adea-bcf70a6c68c2shareToken=7e571d54a522bf66452ad46ea1566a69 https://www.thetimes.com/article/0935953f-8095-4f2c-adea-bcf70a6c68c2shareToken=7e571d54a522bf66452ad46ea1566a69" [X Link](https://x.com/FundFanatic/status/2017861264647524358) 2026-02-01T07:23Z [----] followers, [---] engagements "Raman Bhatia boss of Chrysalis-backed Starling bank describes it as two unicorns in one: the digital lending business; & Engine its banking software platform. #CHRY has 53% of its assets in Starling which was reportedly seeking 4bn valuation in Sept. https://www.thetimes.com/article/00cafd9b-24a4-46c4-85ec-f68e51ccebedshareToken=7c5b737f304b2071288e0da11fd45cf1 https://www.thetimes.com/article/00cafd9b-24a4-46c4-85ec-f68e51ccebedshareToken=7c5b737f304b2071288e0da11fd45cf1" [X Link](https://x.com/FundFanatic/status/2017866891411304885) 2026-02-01T07:45Z [----] followers, [---] engagements "SpaceX has bought xAI Elon Musks artificial intelligence startup combining rocket-and-satellite company backed by @bailliegifford #SMT #EWI #USA #MNTN with Grok chatbot maker. A June $1.25tn IPO with shares at c$527 is planned says Bloomberg. https://www.thetimes.com/article/87da6623-5b5c-440a-80f5-0e778b0da743shareToken=72a88bcf2dc118bf96e6e6b4c2658dee https://www.thetimes.com/article/87da6623-5b5c-440a-80f5-0e778b0da743shareToken=72a88bcf2dc118bf96e6e6b4c2658dee" [X Link](https://x.com/FundFanatic/status/2018576451491049544) 2026-02-03T06:45Z [----] followers, [---] engagements "A resolution has been filed by Shell #SHEL shareholders including Greater Manchester Pension Fund Wales Pension Partnership & Nest calling on UK oil major to give more details on cost competitiveness of new oil & gas projects. https://www.thetimes.com/article/05fc78a2-a3c4-419c-adcf-9c06cead7759shareToken=b0564bec8a6672842ac7e46f53c57223 https://www.thetimes.com/article/05fc78a2-a3c4-419c-adcf-9c06cead7759shareToken=b0564bec8a6672842ac7e46f53c57223" [X Link](https://x.com/FundFanatic/status/2018577302574051408) 2026-02-03T06:48Z [----] followers, [---] engagements "Nick Trains Finsbury Growth & Income #FGT slides over 6% in AI scare as top [--] holdings Sage Experian London Stock Exchange Group and RELX tumble after Anthropic launches a new agentic tool to automate legal work. https://www.theguardian.com/technology/2026/feb/03/anthropic-ai-legal-tool-shares-data-services-pearson https://www.theguardian.com/technology/2026/feb/03/anthropic-ai-legal-tool-shares-data-services-pearson" [X Link](https://x.com/FundFanatic/status/2018737928348848557) 2026-02-03T17:26Z [----] followers, [----] engagements "Gold & silver rebound as investors buy the dip after Fridays record sell-off. Jefferies said: The path of least resistance for commodities and mining shares is still mostly higher when investors & central banks are reallocating en masse to real assets https://www.thetimes.com/article/e91ca7a7-f8cd-47a7-9d1c-14a29db48751shareToken=4f6eb5cbe12f7a0a6a2661ab29c525bb https://www.thetimes.com/article/e91ca7a7-f8cd-47a7-9d1c-14a29db48751shareToken=4f6eb5cbe12f7a0a6a2661ab29c525bb" [X Link](https://x.com/FundFanatic/status/2018937189975953647) 2026-02-04T06:38Z [----] followers, [---] engagements "Fat jab maker Novo Nordisk last night warned of sharp sales decline squeezed by intense competition from rival Eli Lilly & US pricing pressures. Danish group expected sales to fall by between 5%-13% this year compared with growth of 10% last year. https://www.thisismoney.co.uk/money/article-15524825/Fat-jab-maker-Novo-Nordisk-warns-sales-faces-intense-competition-rival-Eli-Lilly.html https://www.thisismoney.co.uk/money/article-15524825/Fat-jab-maker-Novo-Nordisk-warns-sales-faces-intense-competition-rival-Eli-Lilly.html" [X Link](https://x.com/FundFanatic/status/2018938111527473294) 2026-02-04T06:42Z [----] followers, [---] engagements "Matt Swannell at EY ITEM Club: While the decision to keep Bank rate unchanged 3.75% was as expected todays 5-4 vote clearly puts a March cut on the table. https://www.thisismoney.co.uk/money/markets/article-15533131/Pound-falls-gilt-yields-saw-rate-cut-hints-turmoil-No-10.html https://www.thisismoney.co.uk/money/markets/article-15533131/Pound-falls-gilt-yields-saw-rate-cut-hints-turmoil-No-10.html" [X Link](https://x.com/FundFanatic/status/2019661174908785095) 2026-02-06T06:35Z [----] followers, [---] engagements "Amazon falls 10% after its forecast for first quarter operating income of $16.5-$21.5bn missed $22.04bn estimate & worlds biggest online retailer expected to invest $200bn in capital expenditure this year compared with analysts estimate of $144.67bn. https://www.thetimes.com/article/c69473e0-1cee-4707-a95f-057a0f225b3dshareToken=2509600a26f69167990c4e9bb3d88035 https://www.thetimes.com/article/c69473e0-1cee-4707-a95f-057a0f225b3dshareToken=2509600a26f69167990c4e9bb3d88035" [X Link](https://x.com/FundFanatic/status/2019661540584993104) 2026-02-06T06:36Z [----] followers, [---] engagements "Visma a large software company backed by private equity firm Hg and its Hg Capital Trust #HGT is considering a delay to a potential 19bn flotation in London. Software sell-off threatens to delay Londons 19bn Visma float https://t.co/C9a2ct6lX0 Software sell-off threatens to delay Londons 19bn Visma float https://t.co/C9a2ct6lX0" [X Link](https://x.com/FundFanatic/status/2019662958767513831) 2026-02-06T06:42Z [----] followers, [---] engagements "Hi Im now tweeting @QuotedData & its all on HgCapital so far. #HGT has backed a $6.4bn buyout of a US software company issued a trading statement launched buybacks & received an upgrade from Investec & and an investment by Jupiter Good morning there's a lot of news around HgCapital Trust $HGT which has put out a trading update after this week's falls and launched a share buyback. Jupiter has disclosed a stake and Investec issued a "buy" note on the software-focused private equity fund. Good morning there's a lot of news around HgCapital Trust $HGT which has put out a trading update after this" [X Link](https://x.com/FundFanatic/status/2019680997927972959) 2026-02-06T07:54Z [----] followers, [----] engagements "Activist Saba Capital has disclosed a 5% stake in HarbourVest Global Private Equity #HVPE joining AVI which has 3.3% in the 2.2bn investment company trailing on a 29% discount & threatened to vote against its continuation at the AGM this summer. https://citywire.com/investment-trust-insider/news/activists-circle-harbourvest-as-saba-takes-5-stake/a2483441 https://citywire.com/investment-trust-insider/news/activists-circle-harbourvest-as-saba-takes-5-stake/a2483441" [X Link](https://x.com/FundFanatic/status/2020051240768463037) 2026-02-07T08:25Z [----] followers, [---] engagements "By contrast to #HVPE BlackRock Energy & Resources Income #BERI in strong position ahead of continuation vote next month after 3rd consecutive year of outperformance. Over 5yrs mining oil & gas and clean energy portfolio has generated 155% to shareholders https://quoteddata.com/2026/02/blackrock-energy-smashes-its-benchmark-as-clean-power-stocks-rebound-and-ai-drives-mined-metals/ https://quoteddata.com/2026/02/blackrock-energy-smashes-its-benchmark-as-clean-power-stocks-rebound-and-ai-drives-mined-metals/" [X Link](https://x.com/FundFanatic/status/2020052949116874880) 2026-02-07T08:32Z [----] followers, [---] engagements "NatWest is reported to have beaten Barclays with a 2.5bn bid to buy wealth manager Evelyn Partners. Evelyn a product of a merger between Tilney and Smith & Williamson in [----] was put up for sale by private equity owners Permira and Warburg Pincus. https://www.thetimes.com/article/a627b1fa-6279-4efd-8473-7c6657f14784shareToken=081e49df524911250d2ffe9e9e92e53d https://www.thetimes.com/article/a627b1fa-6279-4efd-8473-7c6657f14784shareToken=081e49df524911250d2ffe9e9e92e53d" [X Link](https://x.com/FundFanatic/status/2020406367643648438) 2026-02-08T07:56Z [----] followers, [----] engagements "Bank of England chief economist Huw Pill delivers blow to rate cut hopes after 5-4 vote last week to hold them at 3.75% warning people not to draw too much comfort from a forecast drop in inflation to 2% largely driven by one-off measures in the Budget. https://www.thisismoney.co.uk/money/markets/article-15536325/Top-Bank-England-economist-inflation-warning.html https://www.thisismoney.co.uk/money/markets/article-15536325/Top-Bank-England-economist-inflation-warning.html" [X Link](https://x.com/FundFanatic/status/2020407609476403492) 2026-02-08T08:01Z [----] followers, [---] engagements "Future of Office for Budget Responsibility in fresh doubt says Daily Mails @thisismoney after chief Treasury secretary James Murray reveals recruitment to replace chair Richard Hughes who resigned from the budget watchdog in December hasnt started yet. https://www.thisismoney.co.uk/money/markets/article-15537937/Alarm-mounts-Chancellor-delays-hunt-new-OBR-chief.html https://www.thisismoney.co.uk/money/markets/article-15537937/Alarm-mounts-Chancellor-delays-hunt-new-OBR-chief.html" [X Link](https://x.com/FundFanatic/status/2020409727390191840) 2026-02-08T08:09Z [----] followers, [---] engagements "Nikkei [---] soars 3.91% to new high of [-----] after PM Sanae Takaichi wins landslide election victory with Japans ruling coalition of Liberal Democratic Party (LDP) and Japan Innovation Party gaining [---] seats in countrys 465-member lower house. https://www.bbc.co.uk/news/live/c2d76el7354tapp-referrer=deep-link https://www.bbc.co.uk/news/live/c2d76el7354tapp-referrer=deep-link" [X Link](https://x.com/FundFanatic/status/2020750750704378006) 2026-02-09T06:44Z [----] followers, [---] engagements "I flagged up Investec upping HgCapital #HGT to buy last week but JP Morgan Cazenove analysts did opposite cutting software focused private equity fund to neutral after big falls in listed software & data stocks saw its shares slip 7% on 27% discount. https://citywire.com/investment-trust-insider/news/trust-watch-tariff-u-turn-boosts-india-trusts/a2483447 https://citywire.com/investment-trust-insider/news/trust-watch-tariff-u-turn-boosts-india-trusts/a2483447" [X Link](https://x.com/FundFanatic/status/2020755781319065849) 2026-02-09T07:04Z [----] followers, [---] engagements "UK borrowing costs & pound rose as Keir Starmer teetered. @KathleenBrooks @XTBuk said: A political risk premium is once again being built up in UK asset prices as the market fears what a new leader could bring to the table in terms of economic policy. https://www.thetimes.com/article/f0f3a02e-b9ef-4658-9cea-e0d255694ec5shareToken=7706025b9158c124cb27c80fb5233081 https://www.thetimes.com/article/f0f3a02e-b9ef-4658-9cea-e0d255694ec5shareToken=7706025b9158c124cb27c80fb5233081" [X Link](https://x.com/FundFanatic/status/2021109195945251265) 2026-02-10T06:29Z [----] followers, [---] engagements "NatWest #NWG shares slid over 7% after bank ditched expected plans to spend about 2bn on share buybacks over the next [--] months in order to fund [---] billion cash purchase of wealth manager Evelyn Partners. https://www.thetimes.com/article/61e537f4-0322-4af2-922d-0cc35cf7f3e0shareToken=18518b19346a05e1fd4a797cfc783b18 https://www.thetimes.com/article/61e537f4-0322-4af2-922d-0cc35cf7f3e0shareToken=18518b19346a05e1fd4a797cfc783b18" [X Link](https://x.com/FundFanatic/status/2021110448267923714) 2026-02-10T06:34Z [----] followers, [---] engagements "Google parent Alphabet to become fourth company to issue 100-year sterling bond in drive to raise $20bn (15bn) across different currencies for its $185bn AI spending blitz. Others were University of Oxford Wellcome Trust and French energy giant EDF. https://www.telegraph.co.uk/business/2026/02/09/google-to-join-exclusive-100-club-with-century-long-bond/ https://www.telegraph.co.uk/business/2026/02/09/google-to-join-exclusive-100-club-with-century-long-bond/" [X Link](https://x.com/FundFanatic/status/2021111764994195497) 2026-02-10T06:39Z [----] followers, [---] engagements "US activist hedge fund bolsters its UK operation with appointment of James Waterlow ex corporate broker at Singer to be managing director to work with @BoazWeinstein right hand man Paul Kazarian. Waterlow also on board of Manchester & London #MNL investment trust interestingly. Saba recruits Singer's James Waterlow to expand London operation https://t.co/e80iOCIfmb https://t.co/EX8mOCnMtu Saba recruits Singer's James Waterlow to expand London operation https://t.co/e80iOCIfmb https://t.co/EX8mOCnMtu" [X Link](https://x.com/FundFanatic/status/2021116945685180746) 2026-02-10T07:00Z [----] followers, [----] engagements "Saba v Edinburgh Worldwide is kicking off again. Just three weeks after #EWI shareholders voted no activist hedge fund is trying to get same three directors elected and take control. Saba has as expected re-submitted proposals to vote the same three representatives onto Edinburgh Worldwide that $EWI shareholders rejected last month. Looks like the 30% shareholder is trying to grind down the board and other EWI investors into submission. 1/2 Saba has as expected re-submitted proposals to vote the same three representatives onto Edinburgh Worldwide that $EWI shareholders rejected last month." [X Link](https://x.com/FundFanatic/status/2021208465352298578) 2026-02-10T13:03Z [----] followers, [---] engagements "Shares in Mony Group #MONY which owns MoneySuperMarket and Future #FUTR the media company behind Go Compare fell 8.6% and 3% after Insurify an American company launched an app that uses ChatGPT to help customers find better car insurance deals. https://www.thetimes.com/article/d0178ce3-388c-431b-a137-5ac5b35e4004shareToken=06dccbbc6eebfed4c4d535154873f523 https://www.thetimes.com/article/d0178ce3-388c-431b-a137-5ac5b35e4004shareToken=06dccbbc6eebfed4c4d535154873f523" [X Link](https://x.com/FundFanatic/status/2021470802336428183) 2026-02-11T06:26Z [----] followers, [---] engagements "Theres been a major rotation into what wed call AIimmune sectors such as utilities food mining construction telecoms said Andrew Lapthorne at Socit Gnrale after Deutsche data showed US equity funds outside tech saw $62bn inflows over [--] weeks https://www.ft.com/content/577b97f6-2416-48b9-9bd3-717bb202ca71shareType=nongift https://www.ft.com/content/577b97f6-2416-48b9-9bd3-717bb202ca71shareType=nongift" [X Link](https://x.com/FundFanatic/status/2021474750569107919) 2026-02-11T06:41Z [----] followers, [---] engagements "US economy smashed expectations to generate [------] jobs last month dampening likelihood of interest rate cut by Federal Reserve before Jerome Powell leaves his post as chair. Bureau of Labor Statistics said unemployment dipped to 4.3% from 4.4% in Dec. https://www.thetimes.com/article/efbe9b16-617d-4e20-a7e4-bc7a4ad99827shareToken=453c639522e57d38057d20dbbdf3027b https://www.thetimes.com/article/efbe9b16-617d-4e20-a7e4-bc7a4ad99827shareToken=453c639522e57d38057d20dbbdf3027b" [X Link](https://x.com/anyuser/status/2021834415861641341) 2026-02-12T06:31Z [----] followers, [---] engagements "Pershing Square #PSH fund manager Bill Ackman bought a $2bn stake in Meta Platforms late last year betting Facebook & Instagram owner will benefit from artificial intelligence and sold out of its investment in hotel chain Hilton Worldwide. https://finance.yahoo.com/news/ackmans-hedge-fund-pershing-square-200201598.html https://finance.yahoo.com/news/ackmans-hedge-fund-pershing-square-200201598.html" [X Link](https://x.com/FundFanatic/status/2021835562932428990) 2026-02-12T06:35Z [----] followers, [---] engagements "HgCapital #HGT has got another new investor (after Jupiter) with Valhalla Ventures the holding company of former Preqin owners Mark and Linda OHare taking a 3.3% stake after last weeks share price slump. Mark and Linda OHare the couple who made 2bn selling their Preqin data firm to BlackRock in [----] are backing HgCapital Trust $HGT to recover after last weeks slide picking up shares last Friday as their price recovered from the Anthropic selloff. https://t.co/rUuY4QPoN1 Mark and Linda OHare the couple who made 2bn selling their Preqin data firm to BlackRock in [----] are backing HgCapital Trust" [X Link](https://x.com/FundFanatic/status/2021838351536402536) 2026-02-12T06:46Z [----] followers, [---] engagements "Saba tightening its grip on #SEIT @FundFanatic @QuotedData https://t.co/5srLUwIr1w https://t.co/naS0Kinn7m @FundFanatic @QuotedData https://t.co/5srLUwIr1w https://t.co/naS0Kinn7m" [X Link](https://x.com/FundFanatic/status/2021971602179752172) 2026-02-12T15:36Z [----] followers, [---] engagements "Activist investor Elliott Management has built up an undisclosed stake in London Stock Exchange Group as the historic City institution reels from threat of artificial intelligence and exodus of firms from UK market. First reported @FT. https://www.thisismoney.co.uk/money/markets/article-15551081/US-activist-Elliott-builds-stake-LSEG-reels-threat-AI-exodus-firms-UK-market.html https://www.thisismoney.co.uk/money/markets/article-15551081/US-activist-Elliott-builds-stake-LSEG-reels-threat-AI-exodus-firms-UK-market.html" [X Link](https://x.com/FundFanatic/status/2021835267687006414) 2026-02-12T06:34Z [----] followers, 17.8K engagements "UK defence stocks rose after Britain & allies pledged 26bn in military aid for Ukraine. BAE Systems climbed 2.9% Rolls-Royce 3.7% Babcock 1.2%. Britain will also spend over 400m on long-range & hypersonic missiles this financial year says@thisismoney https://www.thisismoney.co.uk/money/markets/article-15558547/Defence-stocks-boosted-26bn-Ukraine-aid-pledge.html https://www.thisismoney.co.uk/money/markets/article-15558547/Defence-stocks-boosted-26bn-Ukraine-aid-pledge.html" [X Link](https://x.com/FundFanatic/status/2022584865367998824) 2026-02-14T08:13Z [----] followers, [---] engagements "Severely underperforming European Opportunities Trust #EOT rose 2.5% after 405m Alexander Darwall managed fund once a top performer launched a strategic review ahead of a continuation vote in Oct. Merger cash exit or switch to open-end fund are options https://quoteddata.com/2026/02/european-opportunities-trust-launches-strategic-review-as-25-tender-offer-and-continuation-vote-loom/ https://quoteddata.com/2026/02/european-opportunities-trust-launches-strategic-review-as-25-tender-offer-and-continuation-vote-loom/" [X Link](https://x.com/FundFanatic/status/2022595407029633332) 2026-02-14T08:54Z [----] followers, [---] engagements "Diverse Income #DIVI could also exit the investment trust sector. The 275m UK equity income fund run by Gervais Williams & Martin Turner @Premier_Miton is looking at replacing annual exit facility that has halved it in 3yrs but a switch to an open-ended fund is also an option. Diverse Income $DIVI the 275m UK equity income fund run by Premier Miton small-cap stock pickers Gervais Williams and Martin Turner could sadly be the next investment trust lining up an exit from the closed-end fund sector. https://t.co/h7VJHPzo82 Diverse Income $DIVI the 275m UK equity income fund run by Premier Miton" [X Link](https://x.com/FundFanatic/status/2022598475079389660) 2026-02-14T09:07Z [----] followers, [----] engagements "Investment trust chief Ian Sayers using the Woodford fund suspension to hammer home the point that investment trusts (like Woodford's Patient Capital Trust) are the right place for illiquid hard-to-sell assets @CitywireWealth @NewModelAdviser" [X Link](https://x.com/FundFanatic/status/1136589368754356224) 2019-06-06T11:03Z [----] followers, [--] engagements "No shock to see a fund manager attack a left-wing Labour manifesto but I was surprised to hear Fidelitys Alex Wright delivering the broadside on behalf of the City. Hes normally so mild clearly Corbyn has him riled https://citywire.co.uk/investment-trust-insider/news/fidelity-s-alex-wright-economically-illiterate-labour-would-spell-disaster-for-uk/a1295856 https://citywire.co.uk/investment-trust-insider/news/fidelity-s-alex-wright-economically-illiterate-labour-would-spell-disaster-for-uk/a1295856" [X Link](https://x.com/FundFanatic/status/1196848253968498688) 2019-11-19T17:50Z [----] followers, [--] engagements "Here's me nervously sipping a mug of tea before my 20-yr presentation from Citywire chief Lawrence Lever. Not sure what 'legendary phone calls' refer to (my engaging manner obvs😂) but it's been a blast a top life sentence with a crowd of great colleagues past & present (GL)" [X Link](https://x.com/FundFanatic/status/1234793401456955392) 2020-03-03T10:51Z [----] followers, [--] engagements "Gore Street Energy Storage Fund (GSF) reveals it is the largest operator of energy storage on the Irish grid with an estimated 66% market share. Including quarterly dividends the 6% yielder grew asset value by 14.1% in year to [--] March. https://investegate.co.uk/gore-street-energy--gsf-/rns/annual-financial-report/202107150700032897F/ https://investegate.co.uk/gore-street-energy--gsf-/rns/annual-financial-report/202107150700032897F/" [X Link](https://x.com/FundFanatic/status/1415561066822737920) 2021-07-15T06:37Z [----] followers, [--] engagements "The Association of Investment Companies has published a very useful list of all [--] London-listed closed-end funds with a five-year track record of growing both capital and income above inflation @AICPRESS http://citywire.com/investment-trust-insider/news/inflation-beaters-trusts-to-survive-the-cost-of-living-crisis/a2379050 http://citywire.com/investment-trust-insider/news/inflation-beaters-trusts-to-survive-the-cost-of-living-crisis/a2379050" [X Link](https://x.com/FundFanatic/status/1491831971407929347) 2022-02-10T17:50Z [----] followers, [--] engagements "Chipmaker Nvidia has bought a stake in Revolut putting $75bn (57bn) price tag on 10-yr-old fintech company more than 55.6bn market value of Barclays. Should be helpful for winddown of ex Woodford Patient Capital aka Schroders #INOV which also has stake https://www.thetimes.com/article/2206c6a5-5bdd-4626-956c-bd763b64b90cshareToken=e90d20468e1279ca49b9b36568c6dd24 https://www.thetimes.com/article/2206c6a5-5bdd-4626-956c-bd763b64b90cshareToken=e90d20468e1279ca49b9b36568c6dd24" [X Link](https://x.com/FundFanatic/status/1993202873568547231) 2025-11-25T06:19Z [----] followers, [----] engagements "Times journalists tip Legal & General #LGEN Persimmon #PSN Diageo #DGE and Severn Trent #SVT for [----]. Last years Tempus tips @thetimes didnt do too badly given they included US/tech heavy Pershing Square Holdings #PSH and Scottish Mortgage Trust #SMT https://www.thetimes.com/article/c5cb9dbd-b7a6-4b1d-949f-4ec95072cb61shareToken=b1f65cf7d90ee308406ebaac85e32cdf https://www.thetimes.com/article/c5cb9dbd-b7a6-4b1d-949f-4ec95072cb61shareToken=b1f65cf7d90ee308406ebaac85e32cdf" [X Link](https://x.com/FundFanatic/status/2004834504624521465) 2025-12-27T08:39Z [----] followers, [---] engagements "US private credit funds lending to software companies have fallen over fears AI tools will squeeze tech companies & leave them unable to repay debts. S&P Business Development Companies index shed $2.2bn this week. Hercules & Blue Owl Capital among fallers. https://www.telegraph.co.uk/business/2026/02/05/billions-wiped-off-shadow-banks-as-ai-threatens-defaults/ https://www.telegraph.co.uk/business/2026/02/05/billions-wiped-off-shadow-banks-as-ai-threatens-defaults/" [X Link](https://x.com/FundFanatic/status/2019662268917596631) 2026-02-06T06:39Z [----] followers, [---] engagements "Standard Chartered #STAN fell 5% after banks finance chief and frontrunner to succeed chief executive Bill Winters resigned to work at US private capital group Apollo Global Management. https://www.thisismoney.co.uk/money/markets/article-15545711/2billion-man-quits-banking-giant-Shares-Liverpool-FC-sponsor-Standard-Chartered-tumble-high-flyer-jumps-ship.html https://www.thisismoney.co.uk/money/markets/article-15545711/2billion-man-quits-banking-giant-Shares-Liverpool-FC-sponsor-Standard-Chartered-tumble-high-flyer-jumps-ship.html" [X Link](https://x.com/FundFanatic/status/2021471581566812652) 2026-02-11T06:29Z [----] followers, [----] engagements "UK wealth manager shares tumbled after Altruist in US unveiled tool to help advisers personalise investment strategies & tax strategies within minutes. St Jamess Place plunged 14% Quilter 5% AJ Bell 8% & Interactive Investor owner Aberdeen Group 4.4%. https://www.thetimes.com/article/53d42986-5003-47ee-86e6-df886d059d97shareToken=1a2f8474e2a3263878ec8bbfb8b57b7a https://www.thetimes.com/article/53d42986-5003-47ee-86e6-df886d059d97shareToken=1a2f8474e2a3263878ec8bbfb8b57b7a" [X Link](https://x.com/FundFanatic/status/2021834754484502905) 2026-02-12T06:32Z [----] followers, [---] engagements "Digital [--] Infrastructure #DGI9 fell 12% to new low on news of likely write-off in its stake in broadcasting platform Arqiva. My story @QuotedData. The wind-down of Digital [--] Infrastructure $DGI9 goes from bad to worse after former Triple Point managed investment company confirms that its 213m stake in UK broadcasting platform Arqiva will be written off as part of its forthcoming [--] December valuation. The wind-down of Digital [--] Infrastructure $DGI9 goes from bad to worse after former Triple Point managed investment company confirms that its 213m stake in UK broadcasting platform Arqiva will" [X Link](https://x.com/FundFanatic/status/2021836731847164252) 2026-02-12T06:40Z [----] followers, [---] engagements "Picton Property Income #PCTN rallied nearly 6% after the UK real estate investment trust said sector consolidator LondonMetric Property #LMP had taken an interest in the strategic review and sale process it began last month. https://quoteddata.com/2026/02/picton-property-rises-on-interest-from-londonmetric/ https://quoteddata.com/2026/02/picton-property-rises-on-interest-from-londonmetric/" [X Link](https://x.com/FundFanatic/status/2021837393699979523) 2026-02-12T06:42Z [----] followers, [---] engagements "@MarkDampier @QuotedData Thanks Mark" [X Link](https://x.com/FundFanatic/status/2022240063883751702) 2026-02-13T09:22Z [----] followers, [--] engagements "The surge in gold and precious metals helped Ruffer #RICA the 909m all-weather multi-asset fund recover its stride in second half of last year and overcome its underperformance in the first six months of [----]. https://quoteddata.com/2026/01/ruffer-navigates-delicate-balance-of-ai-driven-markets-beating-its-twice-bank-benchmark-in-2025/ https://quoteddata.com/2026/01/ruffer-navigates-delicate-balance-of-ai-driven-markets-beating-its-twice-bank-benchmark-in-2025/" [X Link](https://x.com/FundFanatic/status/2016403978938912901) 2026-01-28T06:52Z [----] followers, [---] engagements "FTSE [---] fund manager Schroders #SDR has agreed to a 10bn cash bid from US teachers pension scheme Nuveen. https://www.londonstockexchange.com/news-article/SDR/offer-for-schroders-plc/17457505 https://www.londonstockexchange.com/news-article/SDR/offer-for-schroders-plc/17457505" [X Link](https://x.com/anyuser/status/2021847020055486591) 2026-02-12T07:21Z [----] followers, [---] engagements "Panmure Liberum analyst Rae Maile said Nuveens 612p per share 9.9bn acquisition of Schroders was too cheap but what can you do despite its 29% premium. He said the family has clearly decided to move on but the rest of us will be poorer for it. https://citywire.com/new-model-adviser/news/soaring-schroders-buoys-ftse-as-uk-economy-moves-into-the-slow-lane/a2483773 https://citywire.com/new-model-adviser/news/soaring-schroders-buoys-ftse-as-uk-economy-moves-into-the-slow-lane/a2483773" [X Link](https://x.com/FundFanatic/status/2022198646247219333) 2026-02-13T06:38Z [----] followers, [----] engagements "Anthropic the AI firm whose new legal tool sent software and data companies share prices tumbling last week has raised $30bn at $350bn valuation from investors including GIC Coatue Founders Fund and Nvidia. Baillie Gifford trusts like #SMT also own stakes. Anthropic raises $30bn at a $350bn valuation in latest funding round https://t.co/dwZvlNQoZu Anthropic raises $30bn at a $350bn valuation in latest funding round https://t.co/dwZvlNQoZu" [X Link](https://x.com/anyuser/status/2022199799974703182) 2026-02-13T06:42Z [----] followers, [---] engagements "But referring to Purplebricks failure to disintermediate estate agencies Stifel analyst John Cahill: Im not sure how well-founded these fears are given the personal nature of the housing market it has remained almost exclusively a physical salesperson-driven industry. Property companies latest to be caught up in AI sell-off on fears chatbots could replace estate agents. In London Savills fell 7.5% & office landlord IWG declined 8%. On Wall Street property giants Cushman & Wakefield & CBRE fell 9% and 12% respectively. https://t.co/xWIy6OnxYh Property companies latest to be caught up in AI" [X Link](https://x.com/FundFanatic/status/2022202475936461154) 2026-02-13T06:53Z [----] followers, [----] engagements "Shares in Magnum Ice Cream Company dived 16% after the Unilever spin-off reported a slide in sales volumes in its first interims exacerbating fears that the category is vulnerable to the growing use of weight-loss drugs. https://www.thetimes.com/article/df04ef07-b664-4824-ad7a-8ab9d0f62898shareToken=54cfe711e34bd51a56478a757f79ef40 https://www.thetimes.com/article/df04ef07-b664-4824-ad7a-8ab9d0f62898shareToken=54cfe711e34bd51a56478a757f79ef40" [X Link](https://x.com/anyuser/status/2022203347155964241) 2026-02-13T06:57Z [----] followers, [---] engagements "A 3bn attempt to modernise the state-owned savings bank NS&I has been a full-spectrum disaster parliaments spending watchdog has concluded in a damning report. https://www.theguardian.com/money/2026/feb/13/attempt-to-modernise-ns-and-i-full-spectrum-disaster-mps-spending-watchdog-finds https://www.theguardian.com/money/2026/feb/13/attempt-to-modernise-ns-and-i-full-spectrum-disaster-mps-spending-watchdog-finds" [X Link](https://x.com/FundFanatic/status/2022203552559468562) 2026-02-13T06:57Z [----] followers, [----] engagements "Brunner #BUT the top performing global trust over 5yrs lagged AI driven markets last year but believes its balanced quality growth approach will come good again. Brunner $BUT promises to protect shareholders from excessive AI speculation after underperforming extraordinarily narrow market rally. The 635m quality growth stock portfolio made 9% in year to [--] Nov trailing 15.8% from its composite global benchmark. https://t.co/ZBytwbeaNK Brunner $BUT promises to protect shareholders from excessive AI speculation after underperforming extraordinarily narrow market rally. The 635m quality growth" [X Link](https://x.com/anyuser/status/2022204839082828078) 2026-02-13T07:02Z [----] followers, [---] engagements "Good morning I hope you find my early morning tweets useful. Im now shifting to @quoteddata to cover this mornings investment company news starting with a strategic review at #EOT" [X Link](https://x.com/anyuser/status/2022214422874452278) 2026-02-13T07:41Z [----] followers, [---] engagements "Its getting a bit chicken and egg at Edinburgh Worldwide #EWI as Saba offers shareholders a 100% tender offer if it ousts the board. Of course investors wouldnt need that if Saba wasnt trying to take control for a third time Saba Capital has sought to deflect criticism of its third attempt to replace Edinburgh Worldwide $EWI board by proposing a full cash exit near net asset value for shareholders who dont want to remain invested in a trust dominated by hedge fund activist. https://t.co/EYfcYKjIjr Saba Capital has sought to deflect criticism of its third attempt to replace Edinburgh Worldwide" [X Link](https://x.com/FundFanatic/status/2021956177869836519) 2026-02-12T14:34Z [----] followers, [---] engagements "Association of Investment Companies has written to FCA & Department for Business calling for limit to times one shareholder can requisition a meeting with same proposals. This follows Saba Capitals third attempt to remove Edinburgh Worldwide #EWI board. https://www.theaic.co.uk/aic/news/press-releases/aic-act-now-to-protect-investors-from-sabas-repetitive-attacks https://www.theaic.co.uk/aic/news/press-releases/aic-act-now-to-protect-investors-from-sabas-repetitive-attacks" [X Link](https://x.com/FundFanatic/status/2021963610235314411) 2026-02-12T15:04Z [----] followers, [---] engagements "Schroders has a 175m pot for retention bonuses to stop fund managers leaving after its 10bn acquisition by Nuveen says @jilltreanor @thetimes. https://www.thetimes.com/article/94390bff-a0cc-4b01-89ec-d0983d0feee3shareToken=b929df545c3f288286e31955495c3533 https://www.thetimes.com/article/94390bff-a0cc-4b01-89ec-d0983d0feee3shareToken=b929df545c3f288286e31955495c3533" [X Link](https://x.com/FundFanatic/status/2022952104093007902) 2026-02-15T08:32Z [----] followers, [----] engagements "As far as I can see Elliott Advisors multibillion-pound position in LSEG hasnt been disclosed in an RNS yet so is presumably no more than about 1bn as that would leave it just below 3% in the 38bn stock exchange operator https://www.thetimes.com/article/55c51291-1a8b-4b57-b204-c0692cc9fc75shareToken=c66a4fda62420dae3797091083e7000f https://www.thetimes.com/article/55c51291-1a8b-4b57-b204-c0692cc9fc75shareToken=c66a4fda62420dae3797091083e7000f" [X Link](https://x.com/FundFanatic/status/2022955801447395704) 2026-02-15T08:47Z [----] followers, [---] engagements "Ahead of its takeover of Urban Logistics #SHED LondonMetric Property #LMP offloads more non-core assets from earlier deals selling a car park industrial estate two stores & logistics unit for 61.8m in line with book values & 10% above purchase prices https://www.londonstockexchange.com/news-article/LMP/londonmetric-transacts-on-ps62-million-of-sales/17034693 https://www.londonstockexchange.com/news-article/LMP/londonmetric-transacts-on-ps62-million-of-sales/17034693" [X Link](https://x.com/anyuser/status/1922559220861325657) 2025-05-14T07:46Z [----] followers, [---] engagements "Adam Bell ex-head of UK energy strategy says gas plants should be removed from wholesale electricity market & given regulated returns. These more costly sources generate only 30% of electricity yet set price 98% of time under marginal pricing system. https://www.thetimes.com/article/3660239f-9a3b-4e8e-9078-0bac007065c2shareToken=c2c75596d09f5cd387f081b32a66570a https://www.thetimes.com/article/3660239f-9a3b-4e8e-9078-0bac007065c2shareToken=c2c75596d09f5cd387f081b32a66570a" [X Link](https://x.com/FundFanatic/status/1926907319025074210) 2025-05-26T07:44Z [----] followers, 13.7K engagements "Big trust consolidation move as 671m Henderson European agrees to merge with Fidelity European on conclusion of strategic review sparked by its Janus Henderson managers defecting to GAM. #FEV assets to hit 2.1bn after 33% cash exit for #HET holders. https://www.londonstockexchange.com/news-article/HET/result-of-board-review/17093505 https://www.londonstockexchange.com/news-article/HET/result-of-board-review/17093505" [X Link](https://x.com/FundFanatic/status/1935595382177665079) 2025-06-19T07:07Z [----] followers, [----] engagements "SDCL Efficiency Income #SEIT +6% in early trading after board of 12%-yielder declares it is looking at all strategic options to address the clearly unsustainable 45% share price discount. Chair Tony Roper will gather shareholder views in coming weeks. https://www.londonstockexchange.com/news-article/SEIT/results-for-the-year-ended-31-march-2025/17097631 https://www.londonstockexchange.com/news-article/SEIT/results-for-the-year-ended-31-march-2025/17097631" [X Link](https://x.com/FundFanatic/status/1937046561705332851) 2025-06-23T07:14Z [----] followers, [----] engagements "AEW UK Reit #AEWU generated 28.7% total shareholder return in yr to [--] March as 162m 7.8%-yielding commercial property fund bounced back from 3yr lows with 15.3% investment gain triggering a sharp narrowing in discount. 1/2" [X Link](https://x.com/FundFanatic/status/1938494385257054451) 2025-06-27T07:07Z [----] followers, [----] engagements "Oakley Capital Investments #OCI the 2nd best private equity fund over 5yrs after 3i invests in [--] premium brands inc royal stationers Smythson. It also sold legal tech platform vLex at $1bn valuation to add 4% to net asset value. Shares on 29% discount. https://www.telegraph.co.uk/business/2025/07/01/kings-stationery-supplier-smythson-bought-by-cameron-ally/ https://www.telegraph.co.uk/business/2025/07/01/kings-stationery-supplier-smythson-bought-by-cameron-ally/" [X Link](https://x.com/FundFanatic/status/1940281246472409106) 2025-07-02T05:27Z [----] followers, [---] engagements "Dan Ives a Tesla bull & analyst at Wedbush Securities tells @thetimes many investors feeling exhaustion over Musk still immersing himself in politics rather than making cars. Tesla shares slid another 7% after he announced launch of America Party. https://www.thetimes.com/article/7eb25eb4-fc6b-4de1-a16c-0a5af4689311shareToken=b06aedcc52fdc69948a321773ef14d30 https://www.thetimes.com/article/7eb25eb4-fc6b-4de1-a16c-0a5af4689311shareToken=b06aedcc52fdc69948a321773ef14d30" [X Link](https://x.com/FundFanatic/status/1942456514276413577) 2025-07-08T05:31Z [----] followers, 17.5K engagements "Elon Musks SpaceX preparing to sell about $1bn of shares in deal that would value rocket and satellite group at $400bn up from $350bn at end of last year. Good for SMT EWI USA & MNTN @BaillieGifford that hold it as does RIT Capital (RCP). SpaceX heads to $400bn valuation in share sale https://t.co/KZawOroUnJ SpaceX heads to $400bn valuation in share sale https://t.co/KZawOroUnJ" [X Link](https://x.com/FundFanatic/status/1943180935735673205) 2025-07-10T05:30Z [----] followers, [---] engagements "RM Funds requisitions shareholder meeting at battered battery fund Gore Street Energy Storage (GSF) to oust chair Patrick Cox & NED Caroline Banszky & replace them with [--] directors inc restructuring specialist Brett Miller to sell assets & seek a merger. https://www.londonstockexchange.com/news-article/market-news/gore-street-energy-storage-fund-gm-requisition/17138101 https://www.londonstockexchange.com/news-article/market-news/gore-street-energy-storage-fund-gm-requisition/17138101" [X Link](https://x.com/FundFanatic/status/1945538139218460936) 2025-07-16T17:36Z [----] followers, [----] engagements "UK is so tough even private equity is taking itself private Apax Global Alpha (APAX) soars 17% as Apax Partners secures financing from Ares in US for a 794m cash bid recommended by the investment companys board. https://www.londonstockexchange.com/news-article/market-news/recommended-acquisition/17144492 https://www.londonstockexchange.com/news-article/market-news/recommended-acquisition/17144492" [X Link](https://x.com/anyuser/status/1947314772459864402) 2025-07-21T15:16Z [----] followers, [----] engagements "Good point deeply discounted PE trusts like HVPE NBPE OCI & PIN rose 1-2% and may gain more on APAX move. Doubt anyone saw this coming but given the persistent discounts most PE investment trusts trade on perhaps it was inevitable Should now see some narrowing of discounts at peer trusts leveraged by further share buybacks I hold #ICGT #OCI Doubt anyone saw this coming but given the persistent discounts most PE investment trusts trade on perhaps it was inevitable Should now see some narrowing of discounts at peer trusts leveraged by further share buybacks I hold #ICGT #OCI" [X Link](https://x.com/FundFanatic/status/1947344197264044427) 2025-07-21T17:13Z [----] followers, [----] engagements "Dont write off trusts says F&C manager Paul Niven: The investment trust structure has proven to be robust & since our launch in [----] we have survived numerous recessions the great depression two world wars Covid & numerous other events. Always worth hearing Paul Niven's perspective on markets. He also gives views on F&C's discount gearing and what the future holds for investment trusts. @AICPRESS Always worth hearing Paul Niven's perspective on markets. He also gives views on F&C's discount gearing and what the future holds for investment trusts. @AICPRESS" [X Link](https://x.com/FundFanatic/status/1950074401560334551) 2025-07-29T06:02Z [----] followers, [----] engagements "NextEnergy Solar Fund (NESF) slid 5% yesterday after broker Stifel downgraded 11%-yielding renewables fund from neutral to negative saying the surprisingly large 3.6% asset decline in June quarter was concerning as it pushes up borrowing closer to a 50% ceiling" [X Link](https://x.com/FundFanatic/status/1958774363110744568) 2025-08-22T06:12Z [----] followers, [----] engagements "Impax Environmental Markets #IEM lead fund manager Jon Forster is trading places with analyst Sanjeev Lakhan who will take charge of the 781m trust in December as it strives to improve returns after [--] tough years with a more concentrated portfolio. https://www.londonstockexchange.com/news-article/IEM/portfolio-manager-changes/17256988 https://www.londonstockexchange.com/news-article/IEM/portfolio-manager-changes/17256988" [X Link](https://x.com/FundFanatic/status/1973286659539013853) 2025-10-01T07:19Z [----] followers, [---] engagements "Activist investor Saba Capital has taken a 5% stake in Molten Ventures #GROW a 687m venture capital investment company stuck on a 42% share price discount https://citywire.com/wealth-manager/news/saba-takes-5-stake-in-molten-ventures/a2475255 https://citywire.com/wealth-manager/news/saba-takes-5-stake-in-molten-ventures/a2475255" [X Link](https://x.com/FundFanatic/status/1973623836349235511) 2025-10-02T05:39Z [----] followers, [----] engagements "Schroders #SDR rallied 8% to a 2yr high after fund manager said adjusted profits for [----] would come in 15% higher than expectations. SDR is 9th biggest holding of #FGT so that was much-needed good news for Nick Train @finsburygt on same day as trusts AGM https://www.thetimes.com/article/f014ca1d-07bc-437c-b405-09fb819e8435shareToken=602809c6593b7644a2e2409749391113 https://www.thetimes.com/article/f014ca1d-07bc-437c-b405-09fb819e8435shareToken=602809c6593b7644a2e2409749391113" [X Link](https://x.com/FundFanatic/status/2012050921396617325) 2026-01-16T06:34Z [----] followers, [---] engagements "The 28bn UK National Wealth Fund (NWF) is nearing a deal to plough taxpayer cash into Oxa formerly Oxbotica the driverless car software provider founded by Oxford Uni prof Paul Newman. It was first company to trial driverless cars on UK roads in [----]. https://www.telegraph.co.uk/business/2026/01/18/reeves-tens-millions-pounds-into-self-driving-car-company/ https://www.telegraph.co.uk/business/2026/01/18/reeves-tens-millions-pounds-into-self-driving-car-company/" [X Link](https://x.com/FundFanatic/status/2013137611624214945) 2026-01-19T06:33Z [----] followers, [---] engagements "Scottish Mortgage Trust #SMT factsheet confirms last months doubling in SpaceX valuation to $800bn pushed @bailliegifford flagship above 30% cap on unquoted companies with 35.2% of 15.7bn portfolio in unlisted stocks. SpaceX now a 15.2% holding. https://citywire.com/new-model-adviser/news/scottish-mortgage-surpasses-private-limit-after-spacex-revision/a2481998 https://citywire.com/new-model-adviser/news/scottish-mortgage-surpasses-private-limit-after-spacex-revision/a2481998" [X Link](https://x.com/FundFanatic/status/2013141820021108932) 2026-01-19T06:49Z [----] followers, [---] engagements "Times says tech firms were out of favour as investors worried about pricey valuations & whether Wall Streets AI rally has reached its peak. Advanced Micro Devices tumbled 17% after forecast disappointing quarterly revenue. Palantir fell 12%. https://www.thetimes.com/article/c0f5d7d1-1d6c-4b50-84bf-09e9e1592f2dshareToken=c9d6fc082e965c2959e5a9ef794e2ac1 https://www.thetimes.com/article/c0f5d7d1-1d6c-4b50-84bf-09e9e1592f2dshareToken=c9d6fc082e965c2959e5a9ef794e2ac1" [X Link](https://x.com/FundFanatic/status/2019296079452221561) 2026-02-05T06:24Z [----] followers, [---] engagements "Investment trusts beat open-ended funds when it comes to liquidity says @iancowie. You might not like the share price of Woodford Patient Capital (WPCT) but at least you can sell the thing unlike Woodford Equity Income. http://citywire.co.uk/investment-trust-insider/news/ian-cowie-put-trusts-on-buy-lists-is-lesson-from-woodford/a1235822 http://citywire.co.uk/investment-trust-insider/news/ian-cowie-put-trusts-on-buy-lists-is-lesson-from-woodford/a1235822" [X Link](https://x.com/FundFanatic/status/1136161086472904704) 2019-06-05T06:41Z [----] followers, [--] engagements "Lindsell Train (LTI) share price reaction to Hargreaves demotion of Nick Train's funds from Wealth [--] is a reminder of danger of holding trust on 80% premium above asset value http://citywire.co.uk/investment-trust-insider/news/lindsell-train-trust-plunges-on-hargreaves-demotion/a1247656 http://citywire.co.uk/investment-trust-insider/news/lindsell-train-trust-plunges-on-hargreaves-demotion/a1247656" [X Link](https://x.com/FundFanatic/status/1147129185200197632) 2019-07-05T13:04Z [----] followers, [--] engagements "Tom Dobells M&G Recovery is the worst fund in the UK All Companies sector over [--] years but is still on Hargreaves Wealth [--] list. http://citywire.co.uk/funds-insider/news/hargreaves-admits-frustration-with-wealth-50-pick-mandg-recovery/a1263173 http://citywire.co.uk/funds-insider/news/hargreaves-admits-frustration-with-wealth-50-pick-mandg-recovery/a1263173" [X Link](https://x.com/FundFanatic/status/1167322505230503937) 2019-08-30T06:25Z [----] followers, [--] engagements "Asset manager Ninety One Plc (N91.L) the former Investec Asset Management in its first set of results as a listed company reported a 7% drop in assets under management (AUM) as the coronavirus crisis took a toll on global financial markets. https://reut.rs/2ZlilxZ https://reut.rs/2ZlilxZ" [X Link](https://x.com/FundFanatic/status/1262996135377068033) 2020-05-20T06:38Z [----] followers, [--] engagements "Donald Trump often trumpeted stock market gains as proof that he was doing a good job. But today the Biden Bounce is in full swing as investors welcome the result of the US presidential election @guardian. https://www.theguardian.com/business/live/2020/nov/09/stock-markets-rally-biden-victory-ftse-wall-street-dollar-business-liveCMP=Share_iOSApp_Other https://www.theguardian.com/business/live/2020/nov/09/stock-markets-rally-biden-victory-ftse-wall-street-dollar-business-liveCMP=Share_iOSApp_Other" [X Link](https://x.com/FundFanatic/status/1325705201962143744) 2020-11-09T07:42Z [----] followers, [---] engagements "Heads of stockbrokers Hargreaves Lansdown AJ Bell and Interactive Investor write to City minister complaining two million private investors are unfairly excluded from buying shares in most initial public offerings or flotations. https://www.thetimes.co.uk/article/open-up-ipos-to-private-investors-treasury-told-gwsc2mmdd https://www.thetimes.co.uk/article/open-up-ipos-to-private-investors-treasury-told-gwsc2mmdd" [X Link](https://x.com/FundFanatic/status/1363767515906736128) 2021-02-22T08:28Z [----] followers, [--] engagements "Looking for China bargains yet Fidelity China Special Situations (FCSS) & JPMorgan China Growth & Income (JCGI) have identical 10yr returns of 334% acc to Numis but JCGI slipped to 5% discount by yesterday's close compared to 2% for FCSS. Both could be wider after today's fall" [X Link](https://x.com/anyuser/status/1419971780765261835) 2021-07-27T10:43Z [--] followers, [--] engagements "Thank you & congratulations to all the other winners of @AICPRESS awards. Great to see journalists analysts & the AIC team irl after a long absence (GL) Well done to @GHLumsden at Citywire winner of Best Online Journalist at our #AICMediaAwards2021. @FundFanatic @Citywire https://t.co/6MztWD7NAJ Well done to @GHLumsden at Citywire winner of Best Online Journalist at our #AICMediaAwards2021. @FundFanatic @Citywire https://t.co/6MztWD7NAJ" [X Link](https://x.com/FundFanatic/status/1440642019886387205) 2021-09-22T11:39Z [----] followers, [--] engagements "Scottish fund managers eye move to England though maybe only to Berwick on Tweed rather than London to take advantage of the scrapping of the top 45% in income tax. https://www.telegraph.co.uk/business/2022/09/24/scottish-fund-managers-us-bankers-flock-london-kwarteng-fires/ https://www.telegraph.co.uk/business/2022/09/24/scottish-fund-managers-us-bankers-flock-london-kwarteng-fires/" [X Link](https://x.com/FundFanatic/status/1573923505304965120) 2022-09-25T06:33Z [----] followers, [--] engagements "Discount hunter City of London Investment Management owns 16% stake of Schroder UK Public Private(SUPP). Mick Gilligan @KillikandCo says that signals shares in ex Woodford Patient Capital Trust have probably bottomed out after plunging 87% since launch. http://citywire.com/investment-trust-insider/news/gilligan-city-of-london-s-arrival-at-sunken-supp-is-actually-a-good-sign/a2414814utm_medium=website&utm_source=citywire&utm_content=investment-trust-insider-latest-news-list&utm_pos=4" [X Link](https://x.com/FundFanatic/status/1648939861657657344) 2023-04-20T06:41Z [----] followers, [---] engagements "Thanks @annabelbrodies theres loads of value in pregnant listed private equity funds right now with maturing portfolios on c30% discounts. I tipped co-investor HVPE but plugged OCI & PIN as well & highlighted AGT as a good way to get PE exposure. .@FundFanatic looks at private equity investment trusts in @TeleQuestor today rating NB Private Equity a buy. "As the board steps up share buybacks Paul Daggett a Neuberger managing director says NBPE is well positioned. Questor agrees." @AICPRESS https://t.co/KvHvOCFuz8 .@FundFanatic looks at private equity investment trusts in @TeleQuestor today" [X Link](https://x.com/FundFanatic/status/1760742098595402010) 2024-02-22T19:03Z [----] followers, [----] engagements "Activist manager of AVI Global (AGT) scoops up 27m position in Chrysalis Investments (CHRY) making it the recovering growth capital fund's largest shareholder. https://citywire.com/investment-trust-insider/news/asset-value-investors-hails-chrysalis-inflection-point-with-5-7-stake/a2439531 https://citywire.com/investment-trust-insider/news/asset-value-investors-hails-chrysalis-inflection-point-with-5-7-stake/a2439531" [X Link](https://x.com/FundFanatic/status/1775409956184875406) 2024-04-03T06:28Z [----] followers, [----] engagements "Big news from @Citywire which has launched Investment Trust Fund Manager Ratings to complement its longstanding ratings of managers of open-ended funds. All the details here https://citywire.com/investment-trust-insider/news/citywire-launches-investment-trust-fund-manager-ratings/a2442748 https://citywire.com/investment-trust-insider/news/citywire-launches-investment-trust-fund-manager-ratings/a2442748" [X Link](https://x.com/FundFanatic/status/1792794718730117554) 2024-05-21T05:49Z [----] followers, [----] engagements "Love this bit from @iancowie today: The London Stock Exchange is stuffed with legacy businesses names you recognise but cant remember the last time you spent any money there. By contrast the US tends to be home to the enterprises of tomorrow. https://www.thetimes.com/article/a3f9a295-0030-420f-bb40-ab1612b7b37cshareToken=942b1c8603d4e783110a842810ed754d https://www.thetimes.com/article/a3f9a295-0030-420f-bb40-ab1612b7b37cshareToken=942b1c8603d4e783110a842810ed754d" [X Link](https://x.com/FundFanatic/status/1817534153220313434) 2024-07-28T12:14Z [----] followers, [----] engagements "Thanks @annabelbrodies the discount has come in a bit today but still lots of value there even if the manager is sitting on a 100m cash pile .@fundfanatic rates North Atlantic Smaller Companies a buy in @TeleBusiness. "Despite the shares trading 29% below the net asset value of the trusts investments shareholders have done well with a ten-year total return including annual dividends of 147.5pc." @AICPRESS .@fundfanatic rates North Atlantic Smaller Companies a buy in @TeleBusiness. "Despite the shares trading 29% below the net asset value of the trusts investments shareholders have done well" [X Link](https://x.com/FundFanatic/status/1826566564922949803) 2024-08-22T10:26Z [----] followers, [----] engagements "Urban Logistics (SHED) closed [----] on a 35% discount making it one of the cheapest trusts in the UK according to @WinterfloodInvT data which is interesting in light of the report on Blackstones interest in industrial and distribution properties" [X Link](https://x.com/FundFanatic/status/1874733662195081570) 2025-01-02T08:25Z [----] followers, [----] engagements "If youre a shareholder in one of the seven Saba trust targets wondering how to exercise your vote through your investment platform or broker read this helpful AIC guide @AICPRESS. https://www.theaic.co.uk/aic/news/commentary/how-to-vote-your-shares https://www.theaic.co.uk/aic/news/commentary/how-to-vote-your-shares" [X Link](https://x.com/FundFanatic/status/1876163656112644207) 2025-01-06T07:07Z [----] followers, [----] engagements "Looks like Sabas investment trust attacks could lead to lasting reform in shareholder communication (see below). This was one of the main topics discussed @ShareSoc webinar yesterday with @jeffprestridge @rosaltmann Richard Stone @aicpress & James Carthew @QuotedData @MarkDampier @FundFanatic ShareSoc is engaging with government to seek legislative change such that companies can communicate directly with their investors irrespective of how those investors' shares are held. We also offer the opportunity for companies to engage via webinars and seminars. @MarkDampier @FundFanatic ShareSoc is" [X Link](https://x.com/FundFanatic/status/1883111879075352619) 2025-01-25T11:17Z [----] followers, [----] engagements "Baroness Ros Altmann criticises Lloyds-owned investment platforms Scottish Widows Embark & Stock Trade of shocking dereliction of duty for barring shareholders in [--] investment trusts targeted by Saba from voting on hedge funds attempt to take them over https://www.thisismoney.co.uk/money/markets/article-14324307/Lloyds-blocks-votes-trust-board-shake-up.htmlito=native_share_article-top https://www.thisismoney.co.uk/money/markets/article-14324307/Lloyds-blocks-votes-trust-board-shake-up.htmlito=native_share_article-top" [X Link](https://x.com/FundFanatic/status/1883416473432969228) 2025-01-26T07:27Z [----] followers, [----] engagements "Thanks @DonaldPond6. Meanwhile US regs bar UK journos from going to the PSH annual investor meeting to hear what @BillAckman has to say and ask him questions. Its all nonsense for a 8.7bn FTSE listed investment giant & doesnt help narrow the yawning 31% share price discount. Here's your regular reminder that @HLInvest are still refusing to allow investors to buy #PSH a FTSE [---] company. I'm migrating all of my family's accounts away to somewhere that values customers. Here's your regular reminder that @HLInvest are still refusing to allow investors to buy #PSH a FTSE [---] company. I'm" [X Link](https://x.com/FundFanatic/status/1884212412049702941) 2025-01-28T12:10Z [----] followers, [----] engagements "Brevan Howards 1.4bn BH Macro (BHMG) hedge fund confirms it will hold a continuation vote for its sterling & dollar share classes after they traded at 8% discount last yr. Class closure meetings set for [--] Feb. If both approved the company will wind up. https://www.londonstockexchange.com/news-article/BHMG/class-closure-meetings/16873742 https://www.londonstockexchange.com/news-article/BHMG/class-closure-meetings/16873742" [X Link](https://x.com/FundFanatic/status/1884497613300367617) 2025-01-29T07:03Z [----] followers, [----] engagements "Good to see Association of Investment Companies responding quickly to the Saba crisis launching a My share my vote campaign to make it mandatory for investment platforms (& all nominees) to pass on company information and voting rights unless a customer opts out @AICPRESS. "Its simply unacceptable that investors find themselves left in the dark about their right to vote prevented from voting or charged for the privilege." We have launched the My share my vote campaign to end poor practices among some investment platforms and providers. Read "Its simply unacceptable that investors find" [X Link](https://x.com/FundFanatic/status/1884585773141197069) 2025-01-29T12:53Z [----] followers, [----] engagements "Bankers 2: Numis highlighted the resolution in the Saba report I tweeted about this am. It says it will be interesting to see how shareholders & advisers view the defence mechanism. Investors could ask fund manager Alex Crooke about it at the @ShareSocUK webinar 4pm tomorrow" [X Link](https://x.com/FundFanatic/status/1884655320250589574) 2025-01-29T17:30Z [----] followers, [---] engagements "According to @IChronicle Hargreaves Lansdown has barrednew investment in HICL Infra Renewables Infra Group in addition to Pershing Square HarbourVest Global Private Equity & Sequoia Economic Infra Income over zero charges issue. 1/2 https://www.investorschronicle.co.uk/content/d5a43af6-565d-57b6-a6a0-d745bc48cd96 https://www.investorschronicle.co.uk/content/d5a43af6-565d-57b6-a6a0-d745bc48cd96" [X Link](https://x.com/FundFanatic/status/1887755438323609836) 2025-02-07T06:49Z [----] followers, [----] engagements "Henderson International Income takes the HINT from its chronic discount & agrees to merge with 3bn JPMorgan Global Growth & Income (JGGI). The move delivers 14% uplift to HINT shareholders & shows theres a serious consolidation drive underway among ICs. https://www.londonstockexchange.com/news-article/JGGI/combination-with-hint/16889381 https://www.londonstockexchange.com/news-article/JGGI/combination-with-hint/16889381" [X Link](https://x.com/FundFanatic/status/1887764437580337246) 2025-02-07T07:24Z [----] followers, [----] engagements "International Public Partnerships (INPP) the 2bn infrastructure fund trading on 28% discount & 8% covered yield despite last months bid for rival BBGI ups share buybacks to 200m from 60m & overhauls charges to base them on avg of market value & NAV. https://www.londonstockexchange.com/news-article/INPP/full-year-results-to-year-ended-31-december-2024/16960341 https://www.londonstockexchange.com/news-article/INPP/full-year-results-to-year-ended-31-december-2024/16960341" [X Link](https://x.com/FundFanatic/status/1905178856321163341) 2025-03-27T08:43Z [----] followers, [---] engagements "Already wide UK investment company discounts have widened further reaching 20% average yesterday compared to 14.9% average of past year says data @WinterfloodInvT. There will be some bargains out there" [X Link](https://x.com/FundFanatic/status/1909509717124133309) 2025-04-08T07:32Z [----] followers, [----] engagements "Deutsche Numis says looming presence of Saba (14%) means 272m BBH likely to see further significant shrinkage as the activist & other value investors sell into increased buybacks. It needs to stabilise the shareholder register & improve performance to attract new investors Re CGT manager Peter Spillers call for investment companies to adopt zero discount policies Bellevue Healthcare (BBH) has decided to give them a go believing trying to keep its shares at par will work better than its current annual redemption facility. https://t.co/bbkhuokufm Re CGT manager Peter Spillers call for" [X Link](https://x.com/FundFanatic/status/1915328637861064892) 2025-04-24T08:55Z [----] followers, [---] engagements "Investment company bargain hunter MIGO Opportunities is a good way of exploiting the plethora of discounts (inc CHRY) if you dont mind buying a small 62m trust. The shares trade on wider than average 5.3% discount with the underlying assets themselves well below asset value" [X Link](https://x.com/FundFanatic/status/1915336405808550385) 2025-04-24T09:25Z [----] followers, [---] engagements "RTW Biotech Opps rallies 4.7% from 30% discount after 0.6% holding Jade Biosciences lists on Nasdaq thru merger with Aerovate Therapeutics. RTWs Rod Wong says transaction by autoimmune specialist shows compelling activity continues in volatile markets. https://www.londonstockexchange.com/news-article/RTW/jade-biosciences-merges-with-aerovate-therapeutics/17012195 https://www.londonstockexchange.com/news-article/RTW/jade-biosciences-merges-with-aerovate-therapeutics/17012195" [X Link](https://x.com/FundFanatic/status/1917531328037241273) 2025-04-30T10:47Z [----] followers, [---] engagements "More from Scottish Mortgage #SMT results. Outgoing chair Justin Dowley asks shareholders to consider 320% growth in net assets in 10yrs compared to FTSE All-Worlds 182% increase as testament to growth funds success rather than share price rollercoaster ride of past 5yrs. 1/5" [X Link](https://x.com/FundFanatic/status/1925454638565687578) 2025-05-22T07:32Z [----] followers, [----] engagements "HICL Infrastructure conundrum continues. It sold [--] UK hospital & school projects for 225m in line with their valuation yet shares rose just 1.1% despite evidence a 22% discount doesnt add up. Or is market right to demand a higher yield (7%) than gilts https://citywire.com/investment-trust-insider/news/hicl-sells-seven-assets-for-225m-to-fund-share-buybacks/a2472203 https://citywire.com/investment-trust-insider/news/hicl-sells-seven-assets-for-225m-to-fund-share-buybacks/a2472203" [X Link](https://x.com/FundFanatic/status/1957685822649459131) 2025-08-19T06:07Z [----] followers, [----] engagements "Welltower (WELL.N) a $120bn US care home Reit buys Barchester Healthcare UKs largest care home operator for 5.2bn from horse racing tycoons JP McManus & John Magnier & their business partner Dermot Desmond Celtic FCs largest shareholder. https://www.thetimes.com/article/da757125-8927-45fe-a384-dd08dd2c8ea3shareToken=f4a866956967caa40da2b08065da9f97 https://www.thetimes.com/article/da757125-8927-45fe-a384-dd08dd2c8ea3shareToken=f4a866956967caa40da2b08065da9f97" [X Link](https://x.com/FundFanatic/status/1983427764544848038) 2025-10-29T06:56Z [----] followers, [---] engagements "Activist hedge fund Saba Capital has swooped on Diverse Income (DIVI) taking 6.2% stake in 247m UK equity income trust run by Gervais Williams and Martin Turner @PremierMiton after its discount widened when 30.8% of its shares were redeemed by investors. https://citywire.com/investment-trust-insider/news/saba-nabs-6-2-stake-in-diverse-income-after-redemption-derating/a2477575 https://citywire.com/investment-trust-insider/news/saba-nabs-6-2-stake-in-diverse-income-after-redemption-derating/a2477575" [X Link](https://x.com/FundFanatic/status/1985602894918279507) 2025-11-04T06:59Z [----] followers, [---] engagements "AJ Bell boss Michael Summersgill slams charge on interest paid on cash in stocks & shares ISAs as deterrent to would-be investors: Its basically a tax which is unprecedented. Nobodys ever done that before & I see that as incredibly unhelpful complexity https://www.telegraph.co.uk/business/2025/12/04/labours-isa-changes-are-bonkers-says-aj-bell-boss/ https://www.telegraph.co.uk/business/2025/12/04/labours-isa-changes-are-bonkers-says-aj-bell-boss/" [X Link](https://x.com/FundFanatic/status/1996832125400633608) 2025-12-05T06:40Z [----] followers, 35.2K engagements "Polish logistics developer DL Invest looks to stop wind-down of 143m Abrdn European Logistics Income in which it is 18% holder calling meeting to halt asset sales & appoint it to run new growth strategy as sector shows signs of recovery. #ASLI dips 1%. https://www.investing.com/news/company-news/dl-invest-group-urges-asli-to-halt-asset-sales-calls-for-meeting-93CH-4405310 https://www.investing.com/news/company-news/dl-invest-group-urges-asli-to-halt-asset-sales-calls-for-meeting-93CH-4405310" [X Link](https://x.com/FundFanatic/status/1999564725168820232) 2025-12-12T19:39Z [----] followers, [---] engagements "TikTok owner ByteDance plans to invest $23bn in artificial intelligence next year as Chinas top technology groups seek to keep pace with their US rivals says @FT. TikToks Chinese owner is set to increase capital expenditure next year in its effort to further build AI infrastructure. https://t.co/IJymKEj18X https://t.co/FCsiAwh6vb TikToks Chinese owner is set to increase capital expenditure next year in its effort to further build AI infrastructure. https://t.co/IJymKEj18X https://t.co/FCsiAwh6vb" [X Link](https://x.com/FundFanatic/status/2003742962745012285) 2025-12-24T08:22Z [----] followers, [---] engagements "@wasted_wind a tracker run by Octopus Energy shows cost of paying wind farms to turn off & gas plants to replace them when UK network cant cope rose to 1.46bn from 1.23bn. Payments to wind farms fell to 380m but gas cost jumped from 835m to 1.08bn https://www.thetimes.com/article/203d96d8-34dd-4758-8081-cdae5f29f76dshareToken=88abee62ec7659fbdbc40c3df83bc6a3 https://www.thetimes.com/article/203d96d8-34dd-4758-8081-cdae5f29f76dshareToken=88abee62ec7659fbdbc40c3df83bc6a3" [X Link](https://x.com/FundFanatic/status/2005579678401106027) 2025-12-29T10:00Z [----] followers, [---] engagements "Expect an rns from Oakley Capital Investments #OCI after @SkyNews News reports private equity fund manager Oakley Capital has agreed to buy majority stake in UK debt administrator Global Loan Agency Service. La Caisse the Canadian pension fund is co-investing. Revealed: Oakley Capital the private equity firm backing Britains next Americas Cup challenge has struck a 1bn-plus deal to buy a majority stake in GLAS a specialist operator in the fast-growing area of loan administration services. https://t.co/r4oUCpxFrs Revealed: Oakley Capital the private equity firm backing Britains next Americas" [X Link](https://x.com/FundFanatic/status/2008059319565394055) 2026-01-05T06:13Z [----] followers, [---] engagements "The geopolitical battle over Venezuelas [--] tonnes of gold held at Bank of England has taken a fresh twist after US seizure of president Maduro. The gold bars were worth about $1.95bn in [----] but will have more than doubled in value says @theguardian. https://www.theguardian.com/business/2026/jan/06/bank-of-england-venezuelan-gold-nicolas-maduro-us-uk https://www.theguardian.com/business/2026/jan/06/bank-of-england-venezuelan-gold-nicolas-maduro-us-uk" [X Link](https://x.com/FundFanatic/status/2008787561401979001) 2026-01-07T06:27Z [----] followers, [---] engagements "Tal Lomnitzer senior manager at Janus Henderson is not convinced #RIO should pursue #GLEN for its copper assets unless the price is particularly compelling as investors warn Rio Tinto from getting dragged into potential bid battle with #BHP @thetimes https://www.thetimes.com/article/4271d929-85ba-4c32-9e83-9f36ab4eb6feshareToken=a3e1b423cc28a8d3a4d24a734481aac4 https://www.thetimes.com/article/4271d929-85ba-4c32-9e83-9f36ab4eb6feshareToken=a3e1b423cc28a8d3a4d24a734481aac4" [X Link](https://x.com/FundFanatic/status/2010294957592952972) 2026-01-11T10:17Z [----] followers, [---] engagements "London-based Balderton Capital has sold around $2bn of its Revolut stake in the past year cementing the place of its early 1m investment in the fintech as one of the most lucrative bets in European venture capital history says @FT. Billions from a million: the London VC that hit the jackpot with Revolut https://t.co/q44D1drMwz Billions from a million: the London VC that hit the jackpot with Revolut https://t.co/q44D1drMwz" [X Link](https://x.com/FundFanatic/status/2011328488872268021) 2026-01-14T06:44Z [----] followers, [---] engagements "Delighted to have won Best Online Journalist at AIC Awards last night @TrustInsider @AICPRESS. Wish I'd worn a tie though https://x.com/AICPRESS/status/913702732170694657 Best Online Journalist - Gavin Lumsden Citywire @FundFanatic @Citywire @CitywireMoney https://t.co/LXEffgXuno https://x.com/AICPRESS/status/913702732170694657 Best Online Journalist - Gavin Lumsden Citywire @FundFanatic @Citywire @CitywireMoney https://t.co/LXEffgXuno" [X Link](https://x.com/FundFanatic/status/913708545765466112) 2017-09-29T10:14Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FundFanatic Gavin Lumsden
Gavin Lumsden posts on X about investment, fund manager, london, trust the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +324%
- [--] Month [-------] +60%
- [--] Months [-------] +84%
- [--] Year [-------] +153%
Mentions: [--] #
- [--] Week [--] +27%
- [--] Month [---] +44%
- [--] Months [---] +40%
- [--] Year [-----] +98%
Followers: [-----] #
- [--] Week [-----] +0.24%
- [--] Month [-----] +0.69%
- [--] Months [-----] +5.70%
- [--] Year [-----] +9.70%
CreatorRank: [-------] #
Social Influence
Social category influence finance 68.84% stocks 13.77% travel destinations 10.14% technology brands 9.42% financial services #505 countries 5.8% exchanges 2.9% celebrities 2.17% social networks 1.45% automotive brands 1.45%
Social topic influence investment #3506, fund manager #2739, london 7.25%, trust 7.25%, fund #307, private equity 7.25%, ai 6.52%, company 6.52%, in the 4.35%, schroders #3
Top accounts mentioned or mentioned by @conkers3 @aicpress @quoteddata @markdampier @citywire @ft @thetimes @bailliegifford @annabelbrodies @citywirewealth @thisismoney @premiermiton @iancowie @winterfloodinvt @emr_recruitment @dave76s @mathewgregory5 @xgeorgecooper @bbc @mmcgagh
Top assets mentioned BlackRock Inc (BLK) Gold Royalty Corp. (GROY) Eli Lilly and Company (LLY)
Top Social Posts
Top posts by engagements in the last [--] hours
"Relx the UK analytics and information business hit hard in the Anthropic scare rose 3.9% after CEO Erik Engstrom told investors at its annual results: The continued evolution of artificial intelligence is enabling us to add more value to our customers. https://www.thisismoney.co.uk/money/markets/article-15552779/Relx-boss-seeks-reassure-investors-AI-threat-huge-selloff.html https://www.thisismoney.co.uk/money/markets/article-15552779/Relx-boss-seeks-reassure-investors-AI-threat-huge-selloff.html"
X Link 2026-02-13T06:46Z [----] followers, [---] engagements
"Property companies latest to be caught up in AI sell-off on fears chatbots could replace estate agents. In London Savills fell 7.5% & office landlord IWG declined 8%. On Wall Street property giants Cushman & Wakefield & CBRE fell 9% and 12% respectively. https://www.telegraph.co.uk/business/2026/02/12/property-sector-investors-bet-ai-replace-estate-agents/ https://www.telegraph.co.uk/business/2026/02/12/property-sector-investors-bet-ai-replace-estate-agents/"
X Link 2026-02-13T06:50Z [----] followers, [----] engagements
"Sultan Ahmed bin Sulayem head of Dubais global ports operator DP World resigns over his links to Jeffrey Epstein. The UK development finance agency & Canada's second largest pension fund La Caisse this week suspended new investment in the firm says @bbc https://www.bbc.co.uk/news/articles/ce82xgd2g3yo https://www.bbc.co.uk/news/articles/ce82xgd2g3yo"
X Link 2026-02-14T08:06Z [----] followers, [---] engagements
"NatWest has fallen 18% since [--] Feb partly on fears bank overpaid in 2.7bn buy of Evelyn Partners on [--] Feb. Unveiling 7.7bn annual profits up a quarter CEO Paul Thwaite blamed economic & political uncertainty saying it was a strategic asset. https://www.telegraph.co.uk/business/2026/02/13/study-tech-if-you-want-to-work-in-banking-natwest-chief/ https://www.telegraph.co.uk/business/2026/02/13/study-tech-if-you-want-to-work-in-banking-natwest-chief/"
X Link 2026-02-14T08:35Z [----] followers, [---] engagements
"Gavin Lumsden (GL) here. I'm delighted to say @FundFanatic is now a team account which I'm sharing with my @Citywire colleagues Daniel Grote and Michelle McGagh @mmcgagh. Stay locked to us for funds and trust news and comments @AICPRESS @InvAssoc @CitywireWealth"
X Link 2020-01-08T14:20Z [----] followers, [--] engagements
"Bernard Fairman founder and biggest shareholder in sustainability fund manager @ForesightGroup says its more attractive to invest in building renewables in Australia & Europe than Britain after the imposition of the electricity generator levy. https://www.thetimes.co.uk/article/a6fd3786-73f9-11ed-be91-363346a310deshareToken=e1172f917dc0a84ab52a6914d3679914 https://www.thetimes.co.uk/article/a6fd3786-73f9-11ed-be91-363346a310deshareToken=e1172f917dc0a84ab52a6914d3679914"
X Link 2022-12-05T06:52Z [----] followers, [--] engagements
"Warehouse Reit becomes latest trust to renegotiate its fund manager fee with the quarterly payment to Tilstone Partners based on lower of net asset value & market value & not just NAV. This reflects its 38% share price discount & will save 2.1m a year. https://www.londonstockexchange.com/news-article/WHR/amendment-to-investment-management-agreement/16893289 https://www.londonstockexchange.com/news-article/WHR/amendment-to-investment-management-agreement/16893289"
X Link 2025-02-11T08:00Z [----] followers, [---] engagements
"Inability of UK stock market to value companies properly underlined again after H&T shares soared 40.8% to a record high after pawnbroker accepted an 297m offer from Texas-based FirstCash pitched at 44% premium. https://www.independent.co.uk/news/business/pawnbroker-h-t-snapped-up-by-us-firm-in-another-loss-for-london-stock-exchange-b2750718.html https://www.independent.co.uk/news/business/pawnbroker-h-t-snapped-up-by-us-firm-in-another-loss-for-london-stock-exchange-b2750718.html"
X Link 2025-05-15T06:08Z [----] followers, [---] engagements
"Law Debenture (LWDB) smashed UK stock market rally in first half with its investments & financial services businesses firing on most cylinders.Interims on Friday showed 1.3bn UK equity income trust made 15% return beating FTSE All-Shares 9.1% rise. https://quoteddata.com/2025/07/banks-and-defence-stocks-boost-excellent-law-debenture/ https://quoteddata.com/2025/07/banks-and-defence-stocks-boost-excellent-law-debenture/"
X Link 2025-07-27T08:36Z [----] followers, [----] engagements
"Defying expectations of a closer vote 62.9% of Assura (AGR) shareholders have backed merger with Primary Health Properties (PHP) & 48% stake in enlarged listed group spurning KKR and Stonepeaks 1.7bn cash offer which got less than 17% support. https://www.thetimes.com/article/3f3aa1cc-209c-4e73-bdf2-d754822ef8eeshareToken=5a2fb1c3d445deafde001b0bef7c906b https://www.thetimes.com/article/3f3aa1cc-209c-4e73-bdf2-d754822ef8eeshareToken=5a2fb1c3d445deafde001b0bef7c906b"
X Link 2025-08-13T05:32Z [----] followers, [---] engagements
"BlackRock World Mining #BRWM rose 7% after selling its BHP Brazil Royalty Contract to Gold Royalty Corp for $70m at a 105% premium over $34.1m valuation and saying it made total of $113m or nine-times its original investment in [----]. https://citywire.com/investment-trust-insider/news/trust-watch-baillie-gifford-trusts-soar-on-spacex-rumours/a2480470 https://citywire.com/investment-trust-insider/news/trust-watch-baillie-gifford-trusts-soar-on-spacex-rumours/a2480470"
X Link 2025-12-14T09:13Z [----] followers, [---] engagements
"Veteran activist investor Nelson Peltzs Trian Fund Mgmt has bought Janus Henderson the UK-based US-listed funds group for $7.4bn (5.5bn) cash with General Catalyst a Silicon Valley venture capitalist. They are paying $49 per share up from $46 1st bid https://www.telegraph.co.uk/business/2025/12/22/wall-street-billionaire-to-buy-city-fund-manager-for-55bn/ https://www.telegraph.co.uk/business/2025/12/22/wall-street-billionaire-to-buy-city-fund-manager-for-55bn/"
X Link 2025-12-23T07:14Z [----] followers, [----] engagements
"Beazley #BEZ shot up 41% after insurance giant Zurich launched surprise 7.7bn bid for specialist Lloyds insurer. Zurich chief Mario Greco denied going hostile after bypassing board of Beazley to go direct to its shareholders with the cash offer. https://www.thetimes.com/article/4d8e2d6f-bbd0-414f-b4bb-f28c9e829dd0shareToken=1b1076c4f3c6358800701c2859b64735 https://www.thetimes.com/article/4d8e2d6f-bbd0-414f-b4bb-f28c9e829dd0shareToken=1b1076c4f3c6358800701c2859b64735"
X Link 2026-01-20T07:09Z [----] followers, [---] engagements
"Residential Secure Income #RESI revealed it had received offers for both retirement & shared ownership properties in its portfolio though indicated these were below their full value. The 106m REIT began a managed wind-down in Oct [----]. https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/ https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/"
X Link 2026-01-26T06:17Z [----] followers, [---] engagements
"Baillie Gifford Shin Nippon #BGS the 338m Japanese smaller companies trust trying to reset under new fund manager Brian Lum issued a circular for a tender offer letting shareholders sell 15% of their shares at a 2% discount to asset value. https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/ https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/"
X Link 2026-01-26T06:19Z [----] followers, [---] engagements
"Schroders run Ground Rents Income #GRIO sank 16% to all-time low after estimating the [---] cap on could reduce its ground rent income by 26% & slash value of its portfolio by 44%. The much reduced 19m investment company has been in wind-down for two years https://quoteddata.com/2026/01/ground-rents-income-slides-as-government-imposes-250-cap-on-leaseholder-charges/ https://quoteddata.com/2026/01/ground-rents-income-slides-as-government-imposes-250-cap-on-leaseholder-charges/"
X Link 2026-01-28T06:45Z [----] followers, [----] engagements
"A mixed update from London-listed Mexican miner Fresnillo #FRES in which it trimmed production guidance saw shares dip 0.5% but still up 545% in a year. @ft says worlds biggest miners have added neat half a trillion dollars to their valuations this year. https://www.thetimes.com/article/14aa1f6a-ee98-4b83-9718-cbe475db7328shareToken=0b23d625514aa81af57f4517ee0a4487 https://www.thetimes.com/article/14aa1f6a-ee98-4b83-9718-cbe475db7328shareToken=0b23d625514aa81af57f4517ee0a4487"
X Link 2026-01-29T06:33Z [----] followers, [---] engagements
"Artemis 13.7% shareholder in International Personal Finance #IPF decries 543m bid for lender by Basepoint Capital of US as another loss to LSE. Fund manager Ed Legget says: Unlike Darwinism its the strong that are getting picked off not the weakest https://www.thetimes.com/article/0935953f-8095-4f2c-adea-bcf70a6c68c2shareToken=7e571d54a522bf66452ad46ea1566a69 https://www.thetimes.com/article/0935953f-8095-4f2c-adea-bcf70a6c68c2shareToken=7e571d54a522bf66452ad46ea1566a69"
X Link 2026-02-01T07:23Z [----] followers, [---] engagements
"Raman Bhatia boss of Chrysalis-backed Starling bank describes it as two unicorns in one: the digital lending business; & Engine its banking software platform. #CHRY has 53% of its assets in Starling which was reportedly seeking 4bn valuation in Sept. https://www.thetimes.com/article/00cafd9b-24a4-46c4-85ec-f68e51ccebedshareToken=7c5b737f304b2071288e0da11fd45cf1 https://www.thetimes.com/article/00cafd9b-24a4-46c4-85ec-f68e51ccebedshareToken=7c5b737f304b2071288e0da11fd45cf1"
X Link 2026-02-01T07:45Z [----] followers, [---] engagements
"SpaceX has bought xAI Elon Musks artificial intelligence startup combining rocket-and-satellite company backed by @bailliegifford #SMT #EWI #USA #MNTN with Grok chatbot maker. A June $1.25tn IPO with shares at c$527 is planned says Bloomberg. https://www.thetimes.com/article/87da6623-5b5c-440a-80f5-0e778b0da743shareToken=72a88bcf2dc118bf96e6e6b4c2658dee https://www.thetimes.com/article/87da6623-5b5c-440a-80f5-0e778b0da743shareToken=72a88bcf2dc118bf96e6e6b4c2658dee"
X Link 2026-02-03T06:45Z [----] followers, [---] engagements
"A resolution has been filed by Shell #SHEL shareholders including Greater Manchester Pension Fund Wales Pension Partnership & Nest calling on UK oil major to give more details on cost competitiveness of new oil & gas projects. https://www.thetimes.com/article/05fc78a2-a3c4-419c-adcf-9c06cead7759shareToken=b0564bec8a6672842ac7e46f53c57223 https://www.thetimes.com/article/05fc78a2-a3c4-419c-adcf-9c06cead7759shareToken=b0564bec8a6672842ac7e46f53c57223"
X Link 2026-02-03T06:48Z [----] followers, [---] engagements
"Nick Trains Finsbury Growth & Income #FGT slides over 6% in AI scare as top [--] holdings Sage Experian London Stock Exchange Group and RELX tumble after Anthropic launches a new agentic tool to automate legal work. https://www.theguardian.com/technology/2026/feb/03/anthropic-ai-legal-tool-shares-data-services-pearson https://www.theguardian.com/technology/2026/feb/03/anthropic-ai-legal-tool-shares-data-services-pearson"
X Link 2026-02-03T17:26Z [----] followers, [----] engagements
"Gold & silver rebound as investors buy the dip after Fridays record sell-off. Jefferies said: The path of least resistance for commodities and mining shares is still mostly higher when investors & central banks are reallocating en masse to real assets https://www.thetimes.com/article/e91ca7a7-f8cd-47a7-9d1c-14a29db48751shareToken=4f6eb5cbe12f7a0a6a2661ab29c525bb https://www.thetimes.com/article/e91ca7a7-f8cd-47a7-9d1c-14a29db48751shareToken=4f6eb5cbe12f7a0a6a2661ab29c525bb"
X Link 2026-02-04T06:38Z [----] followers, [---] engagements
"Fat jab maker Novo Nordisk last night warned of sharp sales decline squeezed by intense competition from rival Eli Lilly & US pricing pressures. Danish group expected sales to fall by between 5%-13% this year compared with growth of 10% last year. https://www.thisismoney.co.uk/money/article-15524825/Fat-jab-maker-Novo-Nordisk-warns-sales-faces-intense-competition-rival-Eli-Lilly.html https://www.thisismoney.co.uk/money/article-15524825/Fat-jab-maker-Novo-Nordisk-warns-sales-faces-intense-competition-rival-Eli-Lilly.html"
X Link 2026-02-04T06:42Z [----] followers, [---] engagements
"Matt Swannell at EY ITEM Club: While the decision to keep Bank rate unchanged 3.75% was as expected todays 5-4 vote clearly puts a March cut on the table. https://www.thisismoney.co.uk/money/markets/article-15533131/Pound-falls-gilt-yields-saw-rate-cut-hints-turmoil-No-10.html https://www.thisismoney.co.uk/money/markets/article-15533131/Pound-falls-gilt-yields-saw-rate-cut-hints-turmoil-No-10.html"
X Link 2026-02-06T06:35Z [----] followers, [---] engagements
"Amazon falls 10% after its forecast for first quarter operating income of $16.5-$21.5bn missed $22.04bn estimate & worlds biggest online retailer expected to invest $200bn in capital expenditure this year compared with analysts estimate of $144.67bn. https://www.thetimes.com/article/c69473e0-1cee-4707-a95f-057a0f225b3dshareToken=2509600a26f69167990c4e9bb3d88035 https://www.thetimes.com/article/c69473e0-1cee-4707-a95f-057a0f225b3dshareToken=2509600a26f69167990c4e9bb3d88035"
X Link 2026-02-06T06:36Z [----] followers, [---] engagements
"Visma a large software company backed by private equity firm Hg and its Hg Capital Trust #HGT is considering a delay to a potential 19bn flotation in London. Software sell-off threatens to delay Londons 19bn Visma float https://t.co/C9a2ct6lX0 Software sell-off threatens to delay Londons 19bn Visma float https://t.co/C9a2ct6lX0"
X Link 2026-02-06T06:42Z [----] followers, [---] engagements
"Hi Im now tweeting @QuotedData & its all on HgCapital so far. #HGT has backed a $6.4bn buyout of a US software company issued a trading statement launched buybacks & received an upgrade from Investec & and an investment by Jupiter Good morning there's a lot of news around HgCapital Trust $HGT which has put out a trading update after this week's falls and launched a share buyback. Jupiter has disclosed a stake and Investec issued a "buy" note on the software-focused private equity fund. Good morning there's a lot of news around HgCapital Trust $HGT which has put out a trading update after this"
X Link 2026-02-06T07:54Z [----] followers, [----] engagements
"Activist Saba Capital has disclosed a 5% stake in HarbourVest Global Private Equity #HVPE joining AVI which has 3.3% in the 2.2bn investment company trailing on a 29% discount & threatened to vote against its continuation at the AGM this summer. https://citywire.com/investment-trust-insider/news/activists-circle-harbourvest-as-saba-takes-5-stake/a2483441 https://citywire.com/investment-trust-insider/news/activists-circle-harbourvest-as-saba-takes-5-stake/a2483441"
X Link 2026-02-07T08:25Z [----] followers, [---] engagements
"By contrast to #HVPE BlackRock Energy & Resources Income #BERI in strong position ahead of continuation vote next month after 3rd consecutive year of outperformance. Over 5yrs mining oil & gas and clean energy portfolio has generated 155% to shareholders https://quoteddata.com/2026/02/blackrock-energy-smashes-its-benchmark-as-clean-power-stocks-rebound-and-ai-drives-mined-metals/ https://quoteddata.com/2026/02/blackrock-energy-smashes-its-benchmark-as-clean-power-stocks-rebound-and-ai-drives-mined-metals/"
X Link 2026-02-07T08:32Z [----] followers, [---] engagements
"NatWest is reported to have beaten Barclays with a 2.5bn bid to buy wealth manager Evelyn Partners. Evelyn a product of a merger between Tilney and Smith & Williamson in [----] was put up for sale by private equity owners Permira and Warburg Pincus. https://www.thetimes.com/article/a627b1fa-6279-4efd-8473-7c6657f14784shareToken=081e49df524911250d2ffe9e9e92e53d https://www.thetimes.com/article/a627b1fa-6279-4efd-8473-7c6657f14784shareToken=081e49df524911250d2ffe9e9e92e53d"
X Link 2026-02-08T07:56Z [----] followers, [----] engagements
"Bank of England chief economist Huw Pill delivers blow to rate cut hopes after 5-4 vote last week to hold them at 3.75% warning people not to draw too much comfort from a forecast drop in inflation to 2% largely driven by one-off measures in the Budget. https://www.thisismoney.co.uk/money/markets/article-15536325/Top-Bank-England-economist-inflation-warning.html https://www.thisismoney.co.uk/money/markets/article-15536325/Top-Bank-England-economist-inflation-warning.html"
X Link 2026-02-08T08:01Z [----] followers, [---] engagements
"Future of Office for Budget Responsibility in fresh doubt says Daily Mails @thisismoney after chief Treasury secretary James Murray reveals recruitment to replace chair Richard Hughes who resigned from the budget watchdog in December hasnt started yet. https://www.thisismoney.co.uk/money/markets/article-15537937/Alarm-mounts-Chancellor-delays-hunt-new-OBR-chief.html https://www.thisismoney.co.uk/money/markets/article-15537937/Alarm-mounts-Chancellor-delays-hunt-new-OBR-chief.html"
X Link 2026-02-08T08:09Z [----] followers, [---] engagements
"Nikkei [---] soars 3.91% to new high of [-----] after PM Sanae Takaichi wins landslide election victory with Japans ruling coalition of Liberal Democratic Party (LDP) and Japan Innovation Party gaining [---] seats in countrys 465-member lower house. https://www.bbc.co.uk/news/live/c2d76el7354tapp-referrer=deep-link https://www.bbc.co.uk/news/live/c2d76el7354tapp-referrer=deep-link"
X Link 2026-02-09T06:44Z [----] followers, [---] engagements
"I flagged up Investec upping HgCapital #HGT to buy last week but JP Morgan Cazenove analysts did opposite cutting software focused private equity fund to neutral after big falls in listed software & data stocks saw its shares slip 7% on 27% discount. https://citywire.com/investment-trust-insider/news/trust-watch-tariff-u-turn-boosts-india-trusts/a2483447 https://citywire.com/investment-trust-insider/news/trust-watch-tariff-u-turn-boosts-india-trusts/a2483447"
X Link 2026-02-09T07:04Z [----] followers, [---] engagements
"UK borrowing costs & pound rose as Keir Starmer teetered. @KathleenBrooks @XTBuk said: A political risk premium is once again being built up in UK asset prices as the market fears what a new leader could bring to the table in terms of economic policy. https://www.thetimes.com/article/f0f3a02e-b9ef-4658-9cea-e0d255694ec5shareToken=7706025b9158c124cb27c80fb5233081 https://www.thetimes.com/article/f0f3a02e-b9ef-4658-9cea-e0d255694ec5shareToken=7706025b9158c124cb27c80fb5233081"
X Link 2026-02-10T06:29Z [----] followers, [---] engagements
"NatWest #NWG shares slid over 7% after bank ditched expected plans to spend about 2bn on share buybacks over the next [--] months in order to fund [---] billion cash purchase of wealth manager Evelyn Partners. https://www.thetimes.com/article/61e537f4-0322-4af2-922d-0cc35cf7f3e0shareToken=18518b19346a05e1fd4a797cfc783b18 https://www.thetimes.com/article/61e537f4-0322-4af2-922d-0cc35cf7f3e0shareToken=18518b19346a05e1fd4a797cfc783b18"
X Link 2026-02-10T06:34Z [----] followers, [---] engagements
"Google parent Alphabet to become fourth company to issue 100-year sterling bond in drive to raise $20bn (15bn) across different currencies for its $185bn AI spending blitz. Others were University of Oxford Wellcome Trust and French energy giant EDF. https://www.telegraph.co.uk/business/2026/02/09/google-to-join-exclusive-100-club-with-century-long-bond/ https://www.telegraph.co.uk/business/2026/02/09/google-to-join-exclusive-100-club-with-century-long-bond/"
X Link 2026-02-10T06:39Z [----] followers, [---] engagements
"US activist hedge fund bolsters its UK operation with appointment of James Waterlow ex corporate broker at Singer to be managing director to work with @BoazWeinstein right hand man Paul Kazarian. Waterlow also on board of Manchester & London #MNL investment trust interestingly. Saba recruits Singer's James Waterlow to expand London operation https://t.co/e80iOCIfmb https://t.co/EX8mOCnMtu Saba recruits Singer's James Waterlow to expand London operation https://t.co/e80iOCIfmb https://t.co/EX8mOCnMtu"
X Link 2026-02-10T07:00Z [----] followers, [----] engagements
"Saba v Edinburgh Worldwide is kicking off again. Just three weeks after #EWI shareholders voted no activist hedge fund is trying to get same three directors elected and take control. Saba has as expected re-submitted proposals to vote the same three representatives onto Edinburgh Worldwide that $EWI shareholders rejected last month. Looks like the 30% shareholder is trying to grind down the board and other EWI investors into submission. 1/2 Saba has as expected re-submitted proposals to vote the same three representatives onto Edinburgh Worldwide that $EWI shareholders rejected last month."
X Link 2026-02-10T13:03Z [----] followers, [---] engagements
"Shares in Mony Group #MONY which owns MoneySuperMarket and Future #FUTR the media company behind Go Compare fell 8.6% and 3% after Insurify an American company launched an app that uses ChatGPT to help customers find better car insurance deals. https://www.thetimes.com/article/d0178ce3-388c-431b-a137-5ac5b35e4004shareToken=06dccbbc6eebfed4c4d535154873f523 https://www.thetimes.com/article/d0178ce3-388c-431b-a137-5ac5b35e4004shareToken=06dccbbc6eebfed4c4d535154873f523"
X Link 2026-02-11T06:26Z [----] followers, [---] engagements
"Theres been a major rotation into what wed call AIimmune sectors such as utilities food mining construction telecoms said Andrew Lapthorne at Socit Gnrale after Deutsche data showed US equity funds outside tech saw $62bn inflows over [--] weeks https://www.ft.com/content/577b97f6-2416-48b9-9bd3-717bb202ca71shareType=nongift https://www.ft.com/content/577b97f6-2416-48b9-9bd3-717bb202ca71shareType=nongift"
X Link 2026-02-11T06:41Z [----] followers, [---] engagements
"US economy smashed expectations to generate [------] jobs last month dampening likelihood of interest rate cut by Federal Reserve before Jerome Powell leaves his post as chair. Bureau of Labor Statistics said unemployment dipped to 4.3% from 4.4% in Dec. https://www.thetimes.com/article/efbe9b16-617d-4e20-a7e4-bc7a4ad99827shareToken=453c639522e57d38057d20dbbdf3027b https://www.thetimes.com/article/efbe9b16-617d-4e20-a7e4-bc7a4ad99827shareToken=453c639522e57d38057d20dbbdf3027b"
X Link 2026-02-12T06:31Z [----] followers, [---] engagements
"Pershing Square #PSH fund manager Bill Ackman bought a $2bn stake in Meta Platforms late last year betting Facebook & Instagram owner will benefit from artificial intelligence and sold out of its investment in hotel chain Hilton Worldwide. https://finance.yahoo.com/news/ackmans-hedge-fund-pershing-square-200201598.html https://finance.yahoo.com/news/ackmans-hedge-fund-pershing-square-200201598.html"
X Link 2026-02-12T06:35Z [----] followers, [---] engagements
"HgCapital #HGT has got another new investor (after Jupiter) with Valhalla Ventures the holding company of former Preqin owners Mark and Linda OHare taking a 3.3% stake after last weeks share price slump. Mark and Linda OHare the couple who made 2bn selling their Preqin data firm to BlackRock in [----] are backing HgCapital Trust $HGT to recover after last weeks slide picking up shares last Friday as their price recovered from the Anthropic selloff. https://t.co/rUuY4QPoN1 Mark and Linda OHare the couple who made 2bn selling their Preqin data firm to BlackRock in [----] are backing HgCapital Trust"
X Link 2026-02-12T06:46Z [----] followers, [---] engagements
"Saba tightening its grip on #SEIT @FundFanatic @QuotedData https://t.co/5srLUwIr1w https://t.co/naS0Kinn7m @FundFanatic @QuotedData https://t.co/5srLUwIr1w https://t.co/naS0Kinn7m"
X Link 2026-02-12T15:36Z [----] followers, [---] engagements
"Activist investor Elliott Management has built up an undisclosed stake in London Stock Exchange Group as the historic City institution reels from threat of artificial intelligence and exodus of firms from UK market. First reported @FT. https://www.thisismoney.co.uk/money/markets/article-15551081/US-activist-Elliott-builds-stake-LSEG-reels-threat-AI-exodus-firms-UK-market.html https://www.thisismoney.co.uk/money/markets/article-15551081/US-activist-Elliott-builds-stake-LSEG-reels-threat-AI-exodus-firms-UK-market.html"
X Link 2026-02-12T06:34Z [----] followers, 17.8K engagements
"UK defence stocks rose after Britain & allies pledged 26bn in military aid for Ukraine. BAE Systems climbed 2.9% Rolls-Royce 3.7% Babcock 1.2%. Britain will also spend over 400m on long-range & hypersonic missiles this financial year says@thisismoney https://www.thisismoney.co.uk/money/markets/article-15558547/Defence-stocks-boosted-26bn-Ukraine-aid-pledge.html https://www.thisismoney.co.uk/money/markets/article-15558547/Defence-stocks-boosted-26bn-Ukraine-aid-pledge.html"
X Link 2026-02-14T08:13Z [----] followers, [---] engagements
"Severely underperforming European Opportunities Trust #EOT rose 2.5% after 405m Alexander Darwall managed fund once a top performer launched a strategic review ahead of a continuation vote in Oct. Merger cash exit or switch to open-end fund are options https://quoteddata.com/2026/02/european-opportunities-trust-launches-strategic-review-as-25-tender-offer-and-continuation-vote-loom/ https://quoteddata.com/2026/02/european-opportunities-trust-launches-strategic-review-as-25-tender-offer-and-continuation-vote-loom/"
X Link 2026-02-14T08:54Z [----] followers, [---] engagements
"Diverse Income #DIVI could also exit the investment trust sector. The 275m UK equity income fund run by Gervais Williams & Martin Turner @Premier_Miton is looking at replacing annual exit facility that has halved it in 3yrs but a switch to an open-ended fund is also an option. Diverse Income $DIVI the 275m UK equity income fund run by Premier Miton small-cap stock pickers Gervais Williams and Martin Turner could sadly be the next investment trust lining up an exit from the closed-end fund sector. https://t.co/h7VJHPzo82 Diverse Income $DIVI the 275m UK equity income fund run by Premier Miton"
X Link 2026-02-14T09:07Z [----] followers, [----] engagements
"Investment trust chief Ian Sayers using the Woodford fund suspension to hammer home the point that investment trusts (like Woodford's Patient Capital Trust) are the right place for illiquid hard-to-sell assets @CitywireWealth @NewModelAdviser"
X Link 2019-06-06T11:03Z [----] followers, [--] engagements
"No shock to see a fund manager attack a left-wing Labour manifesto but I was surprised to hear Fidelitys Alex Wright delivering the broadside on behalf of the City. Hes normally so mild clearly Corbyn has him riled https://citywire.co.uk/investment-trust-insider/news/fidelity-s-alex-wright-economically-illiterate-labour-would-spell-disaster-for-uk/a1295856 https://citywire.co.uk/investment-trust-insider/news/fidelity-s-alex-wright-economically-illiterate-labour-would-spell-disaster-for-uk/a1295856"
X Link 2019-11-19T17:50Z [----] followers, [--] engagements
"Here's me nervously sipping a mug of tea before my 20-yr presentation from Citywire chief Lawrence Lever. Not sure what 'legendary phone calls' refer to (my engaging manner obvs😂) but it's been a blast a top life sentence with a crowd of great colleagues past & present (GL)"
X Link 2020-03-03T10:51Z [----] followers, [--] engagements
"Gore Street Energy Storage Fund (GSF) reveals it is the largest operator of energy storage on the Irish grid with an estimated 66% market share. Including quarterly dividends the 6% yielder grew asset value by 14.1% in year to [--] March. https://investegate.co.uk/gore-street-energy--gsf-/rns/annual-financial-report/202107150700032897F/ https://investegate.co.uk/gore-street-energy--gsf-/rns/annual-financial-report/202107150700032897F/"
X Link 2021-07-15T06:37Z [----] followers, [--] engagements
"The Association of Investment Companies has published a very useful list of all [--] London-listed closed-end funds with a five-year track record of growing both capital and income above inflation @AICPRESS http://citywire.com/investment-trust-insider/news/inflation-beaters-trusts-to-survive-the-cost-of-living-crisis/a2379050 http://citywire.com/investment-trust-insider/news/inflation-beaters-trusts-to-survive-the-cost-of-living-crisis/a2379050"
X Link 2022-02-10T17:50Z [----] followers, [--] engagements
"Chipmaker Nvidia has bought a stake in Revolut putting $75bn (57bn) price tag on 10-yr-old fintech company more than 55.6bn market value of Barclays. Should be helpful for winddown of ex Woodford Patient Capital aka Schroders #INOV which also has stake https://www.thetimes.com/article/2206c6a5-5bdd-4626-956c-bd763b64b90cshareToken=e90d20468e1279ca49b9b36568c6dd24 https://www.thetimes.com/article/2206c6a5-5bdd-4626-956c-bd763b64b90cshareToken=e90d20468e1279ca49b9b36568c6dd24"
X Link 2025-11-25T06:19Z [----] followers, [----] engagements
"Times journalists tip Legal & General #LGEN Persimmon #PSN Diageo #DGE and Severn Trent #SVT for [----]. Last years Tempus tips @thetimes didnt do too badly given they included US/tech heavy Pershing Square Holdings #PSH and Scottish Mortgage Trust #SMT https://www.thetimes.com/article/c5cb9dbd-b7a6-4b1d-949f-4ec95072cb61shareToken=b1f65cf7d90ee308406ebaac85e32cdf https://www.thetimes.com/article/c5cb9dbd-b7a6-4b1d-949f-4ec95072cb61shareToken=b1f65cf7d90ee308406ebaac85e32cdf"
X Link 2025-12-27T08:39Z [----] followers, [---] engagements
"US private credit funds lending to software companies have fallen over fears AI tools will squeeze tech companies & leave them unable to repay debts. S&P Business Development Companies index shed $2.2bn this week. Hercules & Blue Owl Capital among fallers. https://www.telegraph.co.uk/business/2026/02/05/billions-wiped-off-shadow-banks-as-ai-threatens-defaults/ https://www.telegraph.co.uk/business/2026/02/05/billions-wiped-off-shadow-banks-as-ai-threatens-defaults/"
X Link 2026-02-06T06:39Z [----] followers, [---] engagements
"Standard Chartered #STAN fell 5% after banks finance chief and frontrunner to succeed chief executive Bill Winters resigned to work at US private capital group Apollo Global Management. https://www.thisismoney.co.uk/money/markets/article-15545711/2billion-man-quits-banking-giant-Shares-Liverpool-FC-sponsor-Standard-Chartered-tumble-high-flyer-jumps-ship.html https://www.thisismoney.co.uk/money/markets/article-15545711/2billion-man-quits-banking-giant-Shares-Liverpool-FC-sponsor-Standard-Chartered-tumble-high-flyer-jumps-ship.html"
X Link 2026-02-11T06:29Z [----] followers, [----] engagements
"UK wealth manager shares tumbled after Altruist in US unveiled tool to help advisers personalise investment strategies & tax strategies within minutes. St Jamess Place plunged 14% Quilter 5% AJ Bell 8% & Interactive Investor owner Aberdeen Group 4.4%. https://www.thetimes.com/article/53d42986-5003-47ee-86e6-df886d059d97shareToken=1a2f8474e2a3263878ec8bbfb8b57b7a https://www.thetimes.com/article/53d42986-5003-47ee-86e6-df886d059d97shareToken=1a2f8474e2a3263878ec8bbfb8b57b7a"
X Link 2026-02-12T06:32Z [----] followers, [---] engagements
"Digital [--] Infrastructure #DGI9 fell 12% to new low on news of likely write-off in its stake in broadcasting platform Arqiva. My story @QuotedData. The wind-down of Digital [--] Infrastructure $DGI9 goes from bad to worse after former Triple Point managed investment company confirms that its 213m stake in UK broadcasting platform Arqiva will be written off as part of its forthcoming [--] December valuation. The wind-down of Digital [--] Infrastructure $DGI9 goes from bad to worse after former Triple Point managed investment company confirms that its 213m stake in UK broadcasting platform Arqiva will"
X Link 2026-02-12T06:40Z [----] followers, [---] engagements
"Picton Property Income #PCTN rallied nearly 6% after the UK real estate investment trust said sector consolidator LondonMetric Property #LMP had taken an interest in the strategic review and sale process it began last month. https://quoteddata.com/2026/02/picton-property-rises-on-interest-from-londonmetric/ https://quoteddata.com/2026/02/picton-property-rises-on-interest-from-londonmetric/"
X Link 2026-02-12T06:42Z [----] followers, [---] engagements
"@MarkDampier @QuotedData Thanks Mark"
X Link 2026-02-13T09:22Z [----] followers, [--] engagements
"The surge in gold and precious metals helped Ruffer #RICA the 909m all-weather multi-asset fund recover its stride in second half of last year and overcome its underperformance in the first six months of [----]. https://quoteddata.com/2026/01/ruffer-navigates-delicate-balance-of-ai-driven-markets-beating-its-twice-bank-benchmark-in-2025/ https://quoteddata.com/2026/01/ruffer-navigates-delicate-balance-of-ai-driven-markets-beating-its-twice-bank-benchmark-in-2025/"
X Link 2026-01-28T06:52Z [----] followers, [---] engagements
"FTSE [---] fund manager Schroders #SDR has agreed to a 10bn cash bid from US teachers pension scheme Nuveen. https://www.londonstockexchange.com/news-article/SDR/offer-for-schroders-plc/17457505 https://www.londonstockexchange.com/news-article/SDR/offer-for-schroders-plc/17457505"
X Link 2026-02-12T07:21Z [----] followers, [---] engagements
"Panmure Liberum analyst Rae Maile said Nuveens 612p per share 9.9bn acquisition of Schroders was too cheap but what can you do despite its 29% premium. He said the family has clearly decided to move on but the rest of us will be poorer for it. https://citywire.com/new-model-adviser/news/soaring-schroders-buoys-ftse-as-uk-economy-moves-into-the-slow-lane/a2483773 https://citywire.com/new-model-adviser/news/soaring-schroders-buoys-ftse-as-uk-economy-moves-into-the-slow-lane/a2483773"
X Link 2026-02-13T06:38Z [----] followers, [----] engagements
"Anthropic the AI firm whose new legal tool sent software and data companies share prices tumbling last week has raised $30bn at $350bn valuation from investors including GIC Coatue Founders Fund and Nvidia. Baillie Gifford trusts like #SMT also own stakes. Anthropic raises $30bn at a $350bn valuation in latest funding round https://t.co/dwZvlNQoZu Anthropic raises $30bn at a $350bn valuation in latest funding round https://t.co/dwZvlNQoZu"
X Link 2026-02-13T06:42Z [----] followers, [---] engagements
"But referring to Purplebricks failure to disintermediate estate agencies Stifel analyst John Cahill: Im not sure how well-founded these fears are given the personal nature of the housing market it has remained almost exclusively a physical salesperson-driven industry. Property companies latest to be caught up in AI sell-off on fears chatbots could replace estate agents. In London Savills fell 7.5% & office landlord IWG declined 8%. On Wall Street property giants Cushman & Wakefield & CBRE fell 9% and 12% respectively. https://t.co/xWIy6OnxYh Property companies latest to be caught up in AI"
X Link 2026-02-13T06:53Z [----] followers, [----] engagements
"Shares in Magnum Ice Cream Company dived 16% after the Unilever spin-off reported a slide in sales volumes in its first interims exacerbating fears that the category is vulnerable to the growing use of weight-loss drugs. https://www.thetimes.com/article/df04ef07-b664-4824-ad7a-8ab9d0f62898shareToken=54cfe711e34bd51a56478a757f79ef40 https://www.thetimes.com/article/df04ef07-b664-4824-ad7a-8ab9d0f62898shareToken=54cfe711e34bd51a56478a757f79ef40"
X Link 2026-02-13T06:57Z [----] followers, [---] engagements
"A 3bn attempt to modernise the state-owned savings bank NS&I has been a full-spectrum disaster parliaments spending watchdog has concluded in a damning report. https://www.theguardian.com/money/2026/feb/13/attempt-to-modernise-ns-and-i-full-spectrum-disaster-mps-spending-watchdog-finds https://www.theguardian.com/money/2026/feb/13/attempt-to-modernise-ns-and-i-full-spectrum-disaster-mps-spending-watchdog-finds"
X Link 2026-02-13T06:57Z [----] followers, [----] engagements
"Brunner #BUT the top performing global trust over 5yrs lagged AI driven markets last year but believes its balanced quality growth approach will come good again. Brunner $BUT promises to protect shareholders from excessive AI speculation after underperforming extraordinarily narrow market rally. The 635m quality growth stock portfolio made 9% in year to [--] Nov trailing 15.8% from its composite global benchmark. https://t.co/ZBytwbeaNK Brunner $BUT promises to protect shareholders from excessive AI speculation after underperforming extraordinarily narrow market rally. The 635m quality growth"
X Link 2026-02-13T07:02Z [----] followers, [---] engagements
"Good morning I hope you find my early morning tweets useful. Im now shifting to @quoteddata to cover this mornings investment company news starting with a strategic review at #EOT"
X Link 2026-02-13T07:41Z [----] followers, [---] engagements
"Its getting a bit chicken and egg at Edinburgh Worldwide #EWI as Saba offers shareholders a 100% tender offer if it ousts the board. Of course investors wouldnt need that if Saba wasnt trying to take control for a third time Saba Capital has sought to deflect criticism of its third attempt to replace Edinburgh Worldwide $EWI board by proposing a full cash exit near net asset value for shareholders who dont want to remain invested in a trust dominated by hedge fund activist. https://t.co/EYfcYKjIjr Saba Capital has sought to deflect criticism of its third attempt to replace Edinburgh Worldwide"
X Link 2026-02-12T14:34Z [----] followers, [---] engagements
"Association of Investment Companies has written to FCA & Department for Business calling for limit to times one shareholder can requisition a meeting with same proposals. This follows Saba Capitals third attempt to remove Edinburgh Worldwide #EWI board. https://www.theaic.co.uk/aic/news/press-releases/aic-act-now-to-protect-investors-from-sabas-repetitive-attacks https://www.theaic.co.uk/aic/news/press-releases/aic-act-now-to-protect-investors-from-sabas-repetitive-attacks"
X Link 2026-02-12T15:04Z [----] followers, [---] engagements
"Schroders has a 175m pot for retention bonuses to stop fund managers leaving after its 10bn acquisition by Nuveen says @jilltreanor @thetimes. https://www.thetimes.com/article/94390bff-a0cc-4b01-89ec-d0983d0feee3shareToken=b929df545c3f288286e31955495c3533 https://www.thetimes.com/article/94390bff-a0cc-4b01-89ec-d0983d0feee3shareToken=b929df545c3f288286e31955495c3533"
X Link 2026-02-15T08:32Z [----] followers, [----] engagements
"As far as I can see Elliott Advisors multibillion-pound position in LSEG hasnt been disclosed in an RNS yet so is presumably no more than about 1bn as that would leave it just below 3% in the 38bn stock exchange operator https://www.thetimes.com/article/55c51291-1a8b-4b57-b204-c0692cc9fc75shareToken=c66a4fda62420dae3797091083e7000f https://www.thetimes.com/article/55c51291-1a8b-4b57-b204-c0692cc9fc75shareToken=c66a4fda62420dae3797091083e7000f"
X Link 2026-02-15T08:47Z [----] followers, [---] engagements
"Ahead of its takeover of Urban Logistics #SHED LondonMetric Property #LMP offloads more non-core assets from earlier deals selling a car park industrial estate two stores & logistics unit for 61.8m in line with book values & 10% above purchase prices https://www.londonstockexchange.com/news-article/LMP/londonmetric-transacts-on-ps62-million-of-sales/17034693 https://www.londonstockexchange.com/news-article/LMP/londonmetric-transacts-on-ps62-million-of-sales/17034693"
X Link 2025-05-14T07:46Z [----] followers, [---] engagements
"Adam Bell ex-head of UK energy strategy says gas plants should be removed from wholesale electricity market & given regulated returns. These more costly sources generate only 30% of electricity yet set price 98% of time under marginal pricing system. https://www.thetimes.com/article/3660239f-9a3b-4e8e-9078-0bac007065c2shareToken=c2c75596d09f5cd387f081b32a66570a https://www.thetimes.com/article/3660239f-9a3b-4e8e-9078-0bac007065c2shareToken=c2c75596d09f5cd387f081b32a66570a"
X Link 2025-05-26T07:44Z [----] followers, 13.7K engagements
"Big trust consolidation move as 671m Henderson European agrees to merge with Fidelity European on conclusion of strategic review sparked by its Janus Henderson managers defecting to GAM. #FEV assets to hit 2.1bn after 33% cash exit for #HET holders. https://www.londonstockexchange.com/news-article/HET/result-of-board-review/17093505 https://www.londonstockexchange.com/news-article/HET/result-of-board-review/17093505"
X Link 2025-06-19T07:07Z [----] followers, [----] engagements
"SDCL Efficiency Income #SEIT +6% in early trading after board of 12%-yielder declares it is looking at all strategic options to address the clearly unsustainable 45% share price discount. Chair Tony Roper will gather shareholder views in coming weeks. https://www.londonstockexchange.com/news-article/SEIT/results-for-the-year-ended-31-march-2025/17097631 https://www.londonstockexchange.com/news-article/SEIT/results-for-the-year-ended-31-march-2025/17097631"
X Link 2025-06-23T07:14Z [----] followers, [----] engagements
"AEW UK Reit #AEWU generated 28.7% total shareholder return in yr to [--] March as 162m 7.8%-yielding commercial property fund bounced back from 3yr lows with 15.3% investment gain triggering a sharp narrowing in discount. 1/2"
X Link 2025-06-27T07:07Z [----] followers, [----] engagements
"Oakley Capital Investments #OCI the 2nd best private equity fund over 5yrs after 3i invests in [--] premium brands inc royal stationers Smythson. It also sold legal tech platform vLex at $1bn valuation to add 4% to net asset value. Shares on 29% discount. https://www.telegraph.co.uk/business/2025/07/01/kings-stationery-supplier-smythson-bought-by-cameron-ally/ https://www.telegraph.co.uk/business/2025/07/01/kings-stationery-supplier-smythson-bought-by-cameron-ally/"
X Link 2025-07-02T05:27Z [----] followers, [---] engagements
"Dan Ives a Tesla bull & analyst at Wedbush Securities tells @thetimes many investors feeling exhaustion over Musk still immersing himself in politics rather than making cars. Tesla shares slid another 7% after he announced launch of America Party. https://www.thetimes.com/article/7eb25eb4-fc6b-4de1-a16c-0a5af4689311shareToken=b06aedcc52fdc69948a321773ef14d30 https://www.thetimes.com/article/7eb25eb4-fc6b-4de1-a16c-0a5af4689311shareToken=b06aedcc52fdc69948a321773ef14d30"
X Link 2025-07-08T05:31Z [----] followers, 17.5K engagements
"Elon Musks SpaceX preparing to sell about $1bn of shares in deal that would value rocket and satellite group at $400bn up from $350bn at end of last year. Good for SMT EWI USA & MNTN @BaillieGifford that hold it as does RIT Capital (RCP). SpaceX heads to $400bn valuation in share sale https://t.co/KZawOroUnJ SpaceX heads to $400bn valuation in share sale https://t.co/KZawOroUnJ"
X Link 2025-07-10T05:30Z [----] followers, [---] engagements
"RM Funds requisitions shareholder meeting at battered battery fund Gore Street Energy Storage (GSF) to oust chair Patrick Cox & NED Caroline Banszky & replace them with [--] directors inc restructuring specialist Brett Miller to sell assets & seek a merger. https://www.londonstockexchange.com/news-article/market-news/gore-street-energy-storage-fund-gm-requisition/17138101 https://www.londonstockexchange.com/news-article/market-news/gore-street-energy-storage-fund-gm-requisition/17138101"
X Link 2025-07-16T17:36Z [----] followers, [----] engagements
"UK is so tough even private equity is taking itself private Apax Global Alpha (APAX) soars 17% as Apax Partners secures financing from Ares in US for a 794m cash bid recommended by the investment companys board. https://www.londonstockexchange.com/news-article/market-news/recommended-acquisition/17144492 https://www.londonstockexchange.com/news-article/market-news/recommended-acquisition/17144492"
X Link 2025-07-21T15:16Z [----] followers, [----] engagements
"Good point deeply discounted PE trusts like HVPE NBPE OCI & PIN rose 1-2% and may gain more on APAX move. Doubt anyone saw this coming but given the persistent discounts most PE investment trusts trade on perhaps it was inevitable Should now see some narrowing of discounts at peer trusts leveraged by further share buybacks I hold #ICGT #OCI Doubt anyone saw this coming but given the persistent discounts most PE investment trusts trade on perhaps it was inevitable Should now see some narrowing of discounts at peer trusts leveraged by further share buybacks I hold #ICGT #OCI"
X Link 2025-07-21T17:13Z [----] followers, [----] engagements
"Dont write off trusts says F&C manager Paul Niven: The investment trust structure has proven to be robust & since our launch in [----] we have survived numerous recessions the great depression two world wars Covid & numerous other events. Always worth hearing Paul Niven's perspective on markets. He also gives views on F&C's discount gearing and what the future holds for investment trusts. @AICPRESS Always worth hearing Paul Niven's perspective on markets. He also gives views on F&C's discount gearing and what the future holds for investment trusts. @AICPRESS"
X Link 2025-07-29T06:02Z [----] followers, [----] engagements
"NextEnergy Solar Fund (NESF) slid 5% yesterday after broker Stifel downgraded 11%-yielding renewables fund from neutral to negative saying the surprisingly large 3.6% asset decline in June quarter was concerning as it pushes up borrowing closer to a 50% ceiling"
X Link 2025-08-22T06:12Z [----] followers, [----] engagements
"Impax Environmental Markets #IEM lead fund manager Jon Forster is trading places with analyst Sanjeev Lakhan who will take charge of the 781m trust in December as it strives to improve returns after [--] tough years with a more concentrated portfolio. https://www.londonstockexchange.com/news-article/IEM/portfolio-manager-changes/17256988 https://www.londonstockexchange.com/news-article/IEM/portfolio-manager-changes/17256988"
X Link 2025-10-01T07:19Z [----] followers, [---] engagements
"Activist investor Saba Capital has taken a 5% stake in Molten Ventures #GROW a 687m venture capital investment company stuck on a 42% share price discount https://citywire.com/wealth-manager/news/saba-takes-5-stake-in-molten-ventures/a2475255 https://citywire.com/wealth-manager/news/saba-takes-5-stake-in-molten-ventures/a2475255"
X Link 2025-10-02T05:39Z [----] followers, [----] engagements
"Schroders #SDR rallied 8% to a 2yr high after fund manager said adjusted profits for [----] would come in 15% higher than expectations. SDR is 9th biggest holding of #FGT so that was much-needed good news for Nick Train @finsburygt on same day as trusts AGM https://www.thetimes.com/article/f014ca1d-07bc-437c-b405-09fb819e8435shareToken=602809c6593b7644a2e2409749391113 https://www.thetimes.com/article/f014ca1d-07bc-437c-b405-09fb819e8435shareToken=602809c6593b7644a2e2409749391113"
X Link 2026-01-16T06:34Z [----] followers, [---] engagements
"The 28bn UK National Wealth Fund (NWF) is nearing a deal to plough taxpayer cash into Oxa formerly Oxbotica the driverless car software provider founded by Oxford Uni prof Paul Newman. It was first company to trial driverless cars on UK roads in [----]. https://www.telegraph.co.uk/business/2026/01/18/reeves-tens-millions-pounds-into-self-driving-car-company/ https://www.telegraph.co.uk/business/2026/01/18/reeves-tens-millions-pounds-into-self-driving-car-company/"
X Link 2026-01-19T06:33Z [----] followers, [---] engagements
"Scottish Mortgage Trust #SMT factsheet confirms last months doubling in SpaceX valuation to $800bn pushed @bailliegifford flagship above 30% cap on unquoted companies with 35.2% of 15.7bn portfolio in unlisted stocks. SpaceX now a 15.2% holding. https://citywire.com/new-model-adviser/news/scottish-mortgage-surpasses-private-limit-after-spacex-revision/a2481998 https://citywire.com/new-model-adviser/news/scottish-mortgage-surpasses-private-limit-after-spacex-revision/a2481998"
X Link 2026-01-19T06:49Z [----] followers, [---] engagements
"Times says tech firms were out of favour as investors worried about pricey valuations & whether Wall Streets AI rally has reached its peak. Advanced Micro Devices tumbled 17% after forecast disappointing quarterly revenue. Palantir fell 12%. https://www.thetimes.com/article/c0f5d7d1-1d6c-4b50-84bf-09e9e1592f2dshareToken=c9d6fc082e965c2959e5a9ef794e2ac1 https://www.thetimes.com/article/c0f5d7d1-1d6c-4b50-84bf-09e9e1592f2dshareToken=c9d6fc082e965c2959e5a9ef794e2ac1"
X Link 2026-02-05T06:24Z [----] followers, [---] engagements
"Investment trusts beat open-ended funds when it comes to liquidity says @iancowie. You might not like the share price of Woodford Patient Capital (WPCT) but at least you can sell the thing unlike Woodford Equity Income. http://citywire.co.uk/investment-trust-insider/news/ian-cowie-put-trusts-on-buy-lists-is-lesson-from-woodford/a1235822 http://citywire.co.uk/investment-trust-insider/news/ian-cowie-put-trusts-on-buy-lists-is-lesson-from-woodford/a1235822"
X Link 2019-06-05T06:41Z [----] followers, [--] engagements
"Lindsell Train (LTI) share price reaction to Hargreaves demotion of Nick Train's funds from Wealth [--] is a reminder of danger of holding trust on 80% premium above asset value http://citywire.co.uk/investment-trust-insider/news/lindsell-train-trust-plunges-on-hargreaves-demotion/a1247656 http://citywire.co.uk/investment-trust-insider/news/lindsell-train-trust-plunges-on-hargreaves-demotion/a1247656"
X Link 2019-07-05T13:04Z [----] followers, [--] engagements
"Tom Dobells M&G Recovery is the worst fund in the UK All Companies sector over [--] years but is still on Hargreaves Wealth [--] list. http://citywire.co.uk/funds-insider/news/hargreaves-admits-frustration-with-wealth-50-pick-mandg-recovery/a1263173 http://citywire.co.uk/funds-insider/news/hargreaves-admits-frustration-with-wealth-50-pick-mandg-recovery/a1263173"
X Link 2019-08-30T06:25Z [----] followers, [--] engagements
"Asset manager Ninety One Plc (N91.L) the former Investec Asset Management in its first set of results as a listed company reported a 7% drop in assets under management (AUM) as the coronavirus crisis took a toll on global financial markets. https://reut.rs/2ZlilxZ https://reut.rs/2ZlilxZ"
X Link 2020-05-20T06:38Z [----] followers, [--] engagements
"Donald Trump often trumpeted stock market gains as proof that he was doing a good job. But today the Biden Bounce is in full swing as investors welcome the result of the US presidential election @guardian. https://www.theguardian.com/business/live/2020/nov/09/stock-markets-rally-biden-victory-ftse-wall-street-dollar-business-liveCMP=Share_iOSApp_Other https://www.theguardian.com/business/live/2020/nov/09/stock-markets-rally-biden-victory-ftse-wall-street-dollar-business-liveCMP=Share_iOSApp_Other"
X Link 2020-11-09T07:42Z [----] followers, [---] engagements
"Heads of stockbrokers Hargreaves Lansdown AJ Bell and Interactive Investor write to City minister complaining two million private investors are unfairly excluded from buying shares in most initial public offerings or flotations. https://www.thetimes.co.uk/article/open-up-ipos-to-private-investors-treasury-told-gwsc2mmdd https://www.thetimes.co.uk/article/open-up-ipos-to-private-investors-treasury-told-gwsc2mmdd"
X Link 2021-02-22T08:28Z [----] followers, [--] engagements
"Looking for China bargains yet Fidelity China Special Situations (FCSS) & JPMorgan China Growth & Income (JCGI) have identical 10yr returns of 334% acc to Numis but JCGI slipped to 5% discount by yesterday's close compared to 2% for FCSS. Both could be wider after today's fall"
X Link 2021-07-27T10:43Z [--] followers, [--] engagements
"Thank you & congratulations to all the other winners of @AICPRESS awards. Great to see journalists analysts & the AIC team irl after a long absence (GL) Well done to @GHLumsden at Citywire winner of Best Online Journalist at our #AICMediaAwards2021. @FundFanatic @Citywire https://t.co/6MztWD7NAJ Well done to @GHLumsden at Citywire winner of Best Online Journalist at our #AICMediaAwards2021. @FundFanatic @Citywire https://t.co/6MztWD7NAJ"
X Link 2021-09-22T11:39Z [----] followers, [--] engagements
"Scottish fund managers eye move to England though maybe only to Berwick on Tweed rather than London to take advantage of the scrapping of the top 45% in income tax. https://www.telegraph.co.uk/business/2022/09/24/scottish-fund-managers-us-bankers-flock-london-kwarteng-fires/ https://www.telegraph.co.uk/business/2022/09/24/scottish-fund-managers-us-bankers-flock-london-kwarteng-fires/"
X Link 2022-09-25T06:33Z [----] followers, [--] engagements
"Discount hunter City of London Investment Management owns 16% stake of Schroder UK Public Private(SUPP). Mick Gilligan @KillikandCo says that signals shares in ex Woodford Patient Capital Trust have probably bottomed out after plunging 87% since launch. http://citywire.com/investment-trust-insider/news/gilligan-city-of-london-s-arrival-at-sunken-supp-is-actually-a-good-sign/a2414814utm_medium=website&utm_source=citywire&utm_content=investment-trust-insider-latest-news-list&utm_pos=4"
X Link 2023-04-20T06:41Z [----] followers, [---] engagements
"Thanks @annabelbrodies theres loads of value in pregnant listed private equity funds right now with maturing portfolios on c30% discounts. I tipped co-investor HVPE but plugged OCI & PIN as well & highlighted AGT as a good way to get PE exposure. .@FundFanatic looks at private equity investment trusts in @TeleQuestor today rating NB Private Equity a buy. "As the board steps up share buybacks Paul Daggett a Neuberger managing director says NBPE is well positioned. Questor agrees." @AICPRESS https://t.co/KvHvOCFuz8 .@FundFanatic looks at private equity investment trusts in @TeleQuestor today"
X Link 2024-02-22T19:03Z [----] followers, [----] engagements
"Activist manager of AVI Global (AGT) scoops up 27m position in Chrysalis Investments (CHRY) making it the recovering growth capital fund's largest shareholder. https://citywire.com/investment-trust-insider/news/asset-value-investors-hails-chrysalis-inflection-point-with-5-7-stake/a2439531 https://citywire.com/investment-trust-insider/news/asset-value-investors-hails-chrysalis-inflection-point-with-5-7-stake/a2439531"
X Link 2024-04-03T06:28Z [----] followers, [----] engagements
"Big news from @Citywire which has launched Investment Trust Fund Manager Ratings to complement its longstanding ratings of managers of open-ended funds. All the details here https://citywire.com/investment-trust-insider/news/citywire-launches-investment-trust-fund-manager-ratings/a2442748 https://citywire.com/investment-trust-insider/news/citywire-launches-investment-trust-fund-manager-ratings/a2442748"
X Link 2024-05-21T05:49Z [----] followers, [----] engagements
"Love this bit from @iancowie today: The London Stock Exchange is stuffed with legacy businesses names you recognise but cant remember the last time you spent any money there. By contrast the US tends to be home to the enterprises of tomorrow. https://www.thetimes.com/article/a3f9a295-0030-420f-bb40-ab1612b7b37cshareToken=942b1c8603d4e783110a842810ed754d https://www.thetimes.com/article/a3f9a295-0030-420f-bb40-ab1612b7b37cshareToken=942b1c8603d4e783110a842810ed754d"
X Link 2024-07-28T12:14Z [----] followers, [----] engagements
"Thanks @annabelbrodies the discount has come in a bit today but still lots of value there even if the manager is sitting on a 100m cash pile .@fundfanatic rates North Atlantic Smaller Companies a buy in @TeleBusiness. "Despite the shares trading 29% below the net asset value of the trusts investments shareholders have done well with a ten-year total return including annual dividends of 147.5pc." @AICPRESS .@fundfanatic rates North Atlantic Smaller Companies a buy in @TeleBusiness. "Despite the shares trading 29% below the net asset value of the trusts investments shareholders have done well"
X Link 2024-08-22T10:26Z [----] followers, [----] engagements
"Urban Logistics (SHED) closed [----] on a 35% discount making it one of the cheapest trusts in the UK according to @WinterfloodInvT data which is interesting in light of the report on Blackstones interest in industrial and distribution properties"
X Link 2025-01-02T08:25Z [----] followers, [----] engagements
"If youre a shareholder in one of the seven Saba trust targets wondering how to exercise your vote through your investment platform or broker read this helpful AIC guide @AICPRESS. https://www.theaic.co.uk/aic/news/commentary/how-to-vote-your-shares https://www.theaic.co.uk/aic/news/commentary/how-to-vote-your-shares"
X Link 2025-01-06T07:07Z [----] followers, [----] engagements
"Looks like Sabas investment trust attacks could lead to lasting reform in shareholder communication (see below). This was one of the main topics discussed @ShareSoc webinar yesterday with @jeffprestridge @rosaltmann Richard Stone @aicpress & James Carthew @QuotedData @MarkDampier @FundFanatic ShareSoc is engaging with government to seek legislative change such that companies can communicate directly with their investors irrespective of how those investors' shares are held. We also offer the opportunity for companies to engage via webinars and seminars. @MarkDampier @FundFanatic ShareSoc is"
X Link 2025-01-25T11:17Z [----] followers, [----] engagements
"Baroness Ros Altmann criticises Lloyds-owned investment platforms Scottish Widows Embark & Stock Trade of shocking dereliction of duty for barring shareholders in [--] investment trusts targeted by Saba from voting on hedge funds attempt to take them over https://www.thisismoney.co.uk/money/markets/article-14324307/Lloyds-blocks-votes-trust-board-shake-up.htmlito=native_share_article-top https://www.thisismoney.co.uk/money/markets/article-14324307/Lloyds-blocks-votes-trust-board-shake-up.htmlito=native_share_article-top"
X Link 2025-01-26T07:27Z [----] followers, [----] engagements
"Thanks @DonaldPond6. Meanwhile US regs bar UK journos from going to the PSH annual investor meeting to hear what @BillAckman has to say and ask him questions. Its all nonsense for a 8.7bn FTSE listed investment giant & doesnt help narrow the yawning 31% share price discount. Here's your regular reminder that @HLInvest are still refusing to allow investors to buy #PSH a FTSE [---] company. I'm migrating all of my family's accounts away to somewhere that values customers. Here's your regular reminder that @HLInvest are still refusing to allow investors to buy #PSH a FTSE [---] company. I'm"
X Link 2025-01-28T12:10Z [----] followers, [----] engagements
"Brevan Howards 1.4bn BH Macro (BHMG) hedge fund confirms it will hold a continuation vote for its sterling & dollar share classes after they traded at 8% discount last yr. Class closure meetings set for [--] Feb. If both approved the company will wind up. https://www.londonstockexchange.com/news-article/BHMG/class-closure-meetings/16873742 https://www.londonstockexchange.com/news-article/BHMG/class-closure-meetings/16873742"
X Link 2025-01-29T07:03Z [----] followers, [----] engagements
"Good to see Association of Investment Companies responding quickly to the Saba crisis launching a My share my vote campaign to make it mandatory for investment platforms (& all nominees) to pass on company information and voting rights unless a customer opts out @AICPRESS. "Its simply unacceptable that investors find themselves left in the dark about their right to vote prevented from voting or charged for the privilege." We have launched the My share my vote campaign to end poor practices among some investment platforms and providers. Read "Its simply unacceptable that investors find"
X Link 2025-01-29T12:53Z [----] followers, [----] engagements
"Bankers 2: Numis highlighted the resolution in the Saba report I tweeted about this am. It says it will be interesting to see how shareholders & advisers view the defence mechanism. Investors could ask fund manager Alex Crooke about it at the @ShareSocUK webinar 4pm tomorrow"
X Link 2025-01-29T17:30Z [----] followers, [---] engagements
"According to @IChronicle Hargreaves Lansdown has barrednew investment in HICL Infra Renewables Infra Group in addition to Pershing Square HarbourVest Global Private Equity & Sequoia Economic Infra Income over zero charges issue. 1/2 https://www.investorschronicle.co.uk/content/d5a43af6-565d-57b6-a6a0-d745bc48cd96 https://www.investorschronicle.co.uk/content/d5a43af6-565d-57b6-a6a0-d745bc48cd96"
X Link 2025-02-07T06:49Z [----] followers, [----] engagements
"Henderson International Income takes the HINT from its chronic discount & agrees to merge with 3bn JPMorgan Global Growth & Income (JGGI). The move delivers 14% uplift to HINT shareholders & shows theres a serious consolidation drive underway among ICs. https://www.londonstockexchange.com/news-article/JGGI/combination-with-hint/16889381 https://www.londonstockexchange.com/news-article/JGGI/combination-with-hint/16889381"
X Link 2025-02-07T07:24Z [----] followers, [----] engagements
"International Public Partnerships (INPP) the 2bn infrastructure fund trading on 28% discount & 8% covered yield despite last months bid for rival BBGI ups share buybacks to 200m from 60m & overhauls charges to base them on avg of market value & NAV. https://www.londonstockexchange.com/news-article/INPP/full-year-results-to-year-ended-31-december-2024/16960341 https://www.londonstockexchange.com/news-article/INPP/full-year-results-to-year-ended-31-december-2024/16960341"
X Link 2025-03-27T08:43Z [----] followers, [---] engagements
"Already wide UK investment company discounts have widened further reaching 20% average yesterday compared to 14.9% average of past year says data @WinterfloodInvT. There will be some bargains out there"
X Link 2025-04-08T07:32Z [----] followers, [----] engagements
"Deutsche Numis says looming presence of Saba (14%) means 272m BBH likely to see further significant shrinkage as the activist & other value investors sell into increased buybacks. It needs to stabilise the shareholder register & improve performance to attract new investors Re CGT manager Peter Spillers call for investment companies to adopt zero discount policies Bellevue Healthcare (BBH) has decided to give them a go believing trying to keep its shares at par will work better than its current annual redemption facility. https://t.co/bbkhuokufm Re CGT manager Peter Spillers call for"
X Link 2025-04-24T08:55Z [----] followers, [---] engagements
"Investment company bargain hunter MIGO Opportunities is a good way of exploiting the plethora of discounts (inc CHRY) if you dont mind buying a small 62m trust. The shares trade on wider than average 5.3% discount with the underlying assets themselves well below asset value"
X Link 2025-04-24T09:25Z [----] followers, [---] engagements
"RTW Biotech Opps rallies 4.7% from 30% discount after 0.6% holding Jade Biosciences lists on Nasdaq thru merger with Aerovate Therapeutics. RTWs Rod Wong says transaction by autoimmune specialist shows compelling activity continues in volatile markets. https://www.londonstockexchange.com/news-article/RTW/jade-biosciences-merges-with-aerovate-therapeutics/17012195 https://www.londonstockexchange.com/news-article/RTW/jade-biosciences-merges-with-aerovate-therapeutics/17012195"
X Link 2025-04-30T10:47Z [----] followers, [---] engagements
"More from Scottish Mortgage #SMT results. Outgoing chair Justin Dowley asks shareholders to consider 320% growth in net assets in 10yrs compared to FTSE All-Worlds 182% increase as testament to growth funds success rather than share price rollercoaster ride of past 5yrs. 1/5"
X Link 2025-05-22T07:32Z [----] followers, [----] engagements
"HICL Infrastructure conundrum continues. It sold [--] UK hospital & school projects for 225m in line with their valuation yet shares rose just 1.1% despite evidence a 22% discount doesnt add up. Or is market right to demand a higher yield (7%) than gilts https://citywire.com/investment-trust-insider/news/hicl-sells-seven-assets-for-225m-to-fund-share-buybacks/a2472203 https://citywire.com/investment-trust-insider/news/hicl-sells-seven-assets-for-225m-to-fund-share-buybacks/a2472203"
X Link 2025-08-19T06:07Z [----] followers, [----] engagements
"Welltower (WELL.N) a $120bn US care home Reit buys Barchester Healthcare UKs largest care home operator for 5.2bn from horse racing tycoons JP McManus & John Magnier & their business partner Dermot Desmond Celtic FCs largest shareholder. https://www.thetimes.com/article/da757125-8927-45fe-a384-dd08dd2c8ea3shareToken=f4a866956967caa40da2b08065da9f97 https://www.thetimes.com/article/da757125-8927-45fe-a384-dd08dd2c8ea3shareToken=f4a866956967caa40da2b08065da9f97"
X Link 2025-10-29T06:56Z [----] followers, [---] engagements
"Activist hedge fund Saba Capital has swooped on Diverse Income (DIVI) taking 6.2% stake in 247m UK equity income trust run by Gervais Williams and Martin Turner @PremierMiton after its discount widened when 30.8% of its shares were redeemed by investors. https://citywire.com/investment-trust-insider/news/saba-nabs-6-2-stake-in-diverse-income-after-redemption-derating/a2477575 https://citywire.com/investment-trust-insider/news/saba-nabs-6-2-stake-in-diverse-income-after-redemption-derating/a2477575"
X Link 2025-11-04T06:59Z [----] followers, [---] engagements
"AJ Bell boss Michael Summersgill slams charge on interest paid on cash in stocks & shares ISAs as deterrent to would-be investors: Its basically a tax which is unprecedented. Nobodys ever done that before & I see that as incredibly unhelpful complexity https://www.telegraph.co.uk/business/2025/12/04/labours-isa-changes-are-bonkers-says-aj-bell-boss/ https://www.telegraph.co.uk/business/2025/12/04/labours-isa-changes-are-bonkers-says-aj-bell-boss/"
X Link 2025-12-05T06:40Z [----] followers, 35.2K engagements
"Polish logistics developer DL Invest looks to stop wind-down of 143m Abrdn European Logistics Income in which it is 18% holder calling meeting to halt asset sales & appoint it to run new growth strategy as sector shows signs of recovery. #ASLI dips 1%. https://www.investing.com/news/company-news/dl-invest-group-urges-asli-to-halt-asset-sales-calls-for-meeting-93CH-4405310 https://www.investing.com/news/company-news/dl-invest-group-urges-asli-to-halt-asset-sales-calls-for-meeting-93CH-4405310"
X Link 2025-12-12T19:39Z [----] followers, [---] engagements
"TikTok owner ByteDance plans to invest $23bn in artificial intelligence next year as Chinas top technology groups seek to keep pace with their US rivals says @FT. TikToks Chinese owner is set to increase capital expenditure next year in its effort to further build AI infrastructure. https://t.co/IJymKEj18X https://t.co/FCsiAwh6vb TikToks Chinese owner is set to increase capital expenditure next year in its effort to further build AI infrastructure. https://t.co/IJymKEj18X https://t.co/FCsiAwh6vb"
X Link 2025-12-24T08:22Z [----] followers, [---] engagements
"@wasted_wind a tracker run by Octopus Energy shows cost of paying wind farms to turn off & gas plants to replace them when UK network cant cope rose to 1.46bn from 1.23bn. Payments to wind farms fell to 380m but gas cost jumped from 835m to 1.08bn https://www.thetimes.com/article/203d96d8-34dd-4758-8081-cdae5f29f76dshareToken=88abee62ec7659fbdbc40c3df83bc6a3 https://www.thetimes.com/article/203d96d8-34dd-4758-8081-cdae5f29f76dshareToken=88abee62ec7659fbdbc40c3df83bc6a3"
X Link 2025-12-29T10:00Z [----] followers, [---] engagements
"Expect an rns from Oakley Capital Investments #OCI after @SkyNews News reports private equity fund manager Oakley Capital has agreed to buy majority stake in UK debt administrator Global Loan Agency Service. La Caisse the Canadian pension fund is co-investing. Revealed: Oakley Capital the private equity firm backing Britains next Americas Cup challenge has struck a 1bn-plus deal to buy a majority stake in GLAS a specialist operator in the fast-growing area of loan administration services. https://t.co/r4oUCpxFrs Revealed: Oakley Capital the private equity firm backing Britains next Americas"
X Link 2026-01-05T06:13Z [----] followers, [---] engagements
"The geopolitical battle over Venezuelas [--] tonnes of gold held at Bank of England has taken a fresh twist after US seizure of president Maduro. The gold bars were worth about $1.95bn in [----] but will have more than doubled in value says @theguardian. https://www.theguardian.com/business/2026/jan/06/bank-of-england-venezuelan-gold-nicolas-maduro-us-uk https://www.theguardian.com/business/2026/jan/06/bank-of-england-venezuelan-gold-nicolas-maduro-us-uk"
X Link 2026-01-07T06:27Z [----] followers, [---] engagements
"Tal Lomnitzer senior manager at Janus Henderson is not convinced #RIO should pursue #GLEN for its copper assets unless the price is particularly compelling as investors warn Rio Tinto from getting dragged into potential bid battle with #BHP @thetimes https://www.thetimes.com/article/4271d929-85ba-4c32-9e83-9f36ab4eb6feshareToken=a3e1b423cc28a8d3a4d24a734481aac4 https://www.thetimes.com/article/4271d929-85ba-4c32-9e83-9f36ab4eb6feshareToken=a3e1b423cc28a8d3a4d24a734481aac4"
X Link 2026-01-11T10:17Z [----] followers, [---] engagements
"London-based Balderton Capital has sold around $2bn of its Revolut stake in the past year cementing the place of its early 1m investment in the fintech as one of the most lucrative bets in European venture capital history says @FT. Billions from a million: the London VC that hit the jackpot with Revolut https://t.co/q44D1drMwz Billions from a million: the London VC that hit the jackpot with Revolut https://t.co/q44D1drMwz"
X Link 2026-01-14T06:44Z [----] followers, [---] engagements
"Delighted to have won Best Online Journalist at AIC Awards last night @TrustInsider @AICPRESS. Wish I'd worn a tie though https://x.com/AICPRESS/status/913702732170694657 Best Online Journalist - Gavin Lumsden Citywire @FundFanatic @Citywire @CitywireMoney https://t.co/LXEffgXuno https://x.com/AICPRESS/status/913702732170694657 Best Online Journalist - Gavin Lumsden Citywire @FundFanatic @Citywire @CitywireMoney https://t.co/LXEffgXuno"
X Link 2017-09-29T10:14Z [----] followers, [--] engagements
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