#  @QuotedData QuotedData QuotedData posts on X about investment, private equity, trust, fund manager the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1962617911/interactions)  - [--] Week [------] -8.80% - [--] Month [------] +414% - [--] Months [-------] +929% - [--] Year [-------] +3,861% ### Mentions: [--] [#](/creator/twitter::1962617911/posts_active)  - [--] Week [--] +1.20% - [--] Month [---] +146% - [--] Months [---] +393% - [--] Year [---] +1,208% ### Followers: [-----] [#](/creator/twitter::1962617911/followers)  - [--] Week [-----] +1.70% - [--] Month [-----] +11% - [--] Months [-----] +19% - [--] Year [-----] +23% ### CreatorRank: [-------] [#](/creator/twitter::1962617911/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 77.49% [travel destinations](/list/travel-destinations) 12.04% [cryptocurrencies](/list/cryptocurrencies) 12.04% [stocks](/list/stocks) 10.99% [countries](/list/countries) 6.28% [technology brands](/list/technology-brands) 5.24% [financial services](/list/financial-services) #2577 [fashion brands](/list/fashion-brands) 2.09% [exchanges](/list/exchanges) 1.57% [celebrities](/list/celebrities) 1.05% **Social topic influence** [investment](/topic/investment) #3524, [private equity](/topic/private-equity) #356, [trust](/topic/trust) #513, [fund manager](/topic/fund-manager) #1105, [reit](/topic/reit) #87, [in the](/topic/in-the) 6.28%, [$ewi](/topic/$ewi) #1, [edinburgh](/topic/edinburgh) #324, [london](/topic/london) 4.71%, [ai](/topic/ai) 4.71% **Top accounts mentioned or mentioned by** [@bailliegifford](/creator/undefined) [@fundfanatic](/creator/undefined) [@richwilliamsqd](/creator/undefined) [@quoteddatas](/creator/undefined) [@boazweinstein](/creator/undefined) [@aicpress](/creator/undefined) [@baillie](/creator/undefined) [@mlccapman](/creator/undefined) [@finsburygt](/creator/undefined) [@spacex](/creator/undefined) [@xai](/creator/undefined) [@aberdeeninvuk](/creator/undefined) [@janushenderson](/creator/undefined) [@billackman](/creator/undefined) [@hulselaurence](/creator/undefined) [@markdampier](/creator/undefined) [@m21er](/creator/undefined) [@aminv3028](/creator/undefined) **Top assets mentioned** [MNTN, Inc. (MNTN)](/topic/$mntn) [American Coin (USA)](/topic/$usa) [Swarm Markets (SMT)](/topic/$smt) [Herc Holdings Inc. (HRI)](/topic/$hri) [AIC (AIC)](/topic/$aic) [Nebulas (NAS)](/topic/$nas) [Bucket Token (BUT)](/topic/$but) [MangoMan Intelligent (MMIT)](/topic/$mmit) [PinLink (PIN)](/topic/$pin) [ARMOUR Residential REIT, Inc. (ARR)](/topic/$arr) [PAC Protocol (PAC)](/topic/$pac) [Spire Inc. (SR)](/topic/$sr) ### Top Social Posts Top posts by engagements in the last [--] hours "Will there be anything left of Abrdn European Logistics Income $ASLI by time its largest shareholder DL Invest gets the vote on its wind-down it wants Another of ASLI's properties has been sold leaving just four remaining. https://quoteddata.com/2026/01/morning-briefing-impax-environmental-publishes-anti-saba-defence-harwood-backed-spire-healthcare-confirms-bid-talks-develop-north-appoints-chief-exec-plus-mpo/" [X Link](https://x.com/QuotedData/status/2015768954929644028) 2026-01-26T12:49Z [----] followers, [---] engagements "The showdown between Abrdn European Logistics Income $ASLI & DL Invest its largest shareholder will take place in London on [--] Feb. DL wants to replace Aberdeen as fund manager and stop companys wind-down. ASLI which has just four of [--] original properties left disagrees" [X Link](https://x.com/QuotedData/status/2016432397286342808) 2026-01-28T08:45Z [----] followers, [---] engagements "DL Invest the 18% shareholder vying to halt wind-down of Abrdn European Logistics Income $ASLI and become its fund manager says 112m REIT can be repositioned and its asset base rebuilt to over 1.5bn within [--] months using its investment pipeline. https://quoteddata.com/2026/02/morning-briefing-spacex-merges-with-xai-before-1-25tn-ipo-starling-bank-eyes-us-for-engine-expansion-hedge-funds-buy-labs-after-land-bid/ https://quoteddata.com/2026/02/morning-briefing-spacex-merges-with-xai-before-1-25tn-ipo-starling-bank-eyes-us-for-engine-expansion-hedge-funds-buy-labs-after-land-bid/" [X Link](https://x.com/QuotedData/status/2018644406258328017) 2026-02-03T11:15Z [----] followers, [---] engagements "We've had a look at 7%-yielding Invesco Bond Income Plus $BIPS which has three days left in its fund raise. Bond fund manager Rhys Davies is cautiously positive on his sector while keeping a careful eye on inflation. https://quoteddata.com/2026/02/isa-share-issue-cautious-bips-manager-rhys-davies-says-bond-markets-still-in-a-sweet-spot-for-income-investors/ https://quoteddata.com/2026/02/isa-share-issue-cautious-bips-manager-rhys-davies-says-bond-markets-still-in-a-sweet-spot-for-income-investors/" [X Link](https://x.com/QuotedData/status/2020866495761264864) 2026-02-09T14:24Z [----] followers, [----] engagements "VH Global Energy Infrastructure $ENRG shares rise after 300m international renewables fund lifts net asset value by 5.8% encouraged by what could be good demand for the assets it is preparing to sell as part of the 3yr wind-down approved in August. https://quoteddata.com/2025/11/vh-global-energy-shares-jump-on-sign-its-renewable-assets-may-fetch-good-price-in-wind-down/ https://quoteddata.com/2025/11/vh-global-energy-shares-jump-on-sign-its-renewable-assets-may-fetch-good-price-in-wind-down/" [X Link](https://x.com/QuotedData/status/1991855543573676486) 2025-11-21T13:05Z [----] followers, [---] engagements "James Carthew @quoteddata says while special voting shares can be abused proxy adviser ISS is wrong to oppose their introduction at Schiehallion $MNTN as they will help the 1.1bn @Baillie Gifford private equity fund to become an investment trust. https://quoteddata.com/2025/12/schiehallions-plans-to-become-investment-trust-at-risk-after-proxy-adviser-tells-investors-to-reject-new-voting-shares/ https://quoteddata.com/2025/12/schiehallions-plans-to-become-investment-trust-at-risk-after-proxy-adviser-tells-investors-to-reject-new-voting-shares/" [X Link](https://x.com/QuotedData/status/1995851827938820278) 2025-12-02T13:45Z [----] followers, [---] engagements "November saw explosive gains from several investment companies but other London-listed funds fizzled out. Amid all the noise there were big moves in share price ratings. As a result $MNTN and $ARR look interesting on 30% and 10% share price discounts. https://quoteddata.com/2025/12/trust-spot-amid-markets-fireworks-schiehallion-and-aurora-uk-alpha-might-deserve-a-second-look/ https://quoteddata.com/2025/12/trust-spot-amid-markets-fireworks-schiehallion-and-aurora-uk-alpha-might-deserve-a-second-look/" [X Link](https://x.com/QuotedData/status/1998016714035109985) 2025-12-08T13:08Z [----] followers, [---] engagements "Schiehallion $MNTN the 890m @BaillieGifford growth capital fund is on track to become an investment trust after clearing its way to a main listing with 98% of shareholder votes backing changes to its articles and the issue of special voting B-shares. https://quoteddata.com/2025/12/morning-briefing-schiehallion-wins-98-backing-in-trust-vote-avi-japan-offers-100-tender-aberdeen-equity-income-and-lowland-beat-all-share-baillie-gifford-european-falls-short/" [X Link](https://x.com/QuotedData/status/1998416964524626055) 2025-12-09T15:38Z [----] followers, [---] engagements "Pacific Assets $PAC the 418m sustainable focused Asia Pacific trust formally launches a strategic review after being disappointed by First Sentiers closure of its fund manager Stewart Investors in November. New managers are invited to apply. https://quoteddata.com/2025/12/morning-briefing-saba-doubles-stake-in-sdcl-energy-pacific-assets-launches-beauty-parade-schroder-bsc-still-mulling-options-regional-cuts-fund-management-fee/" [X Link](https://x.com/QuotedData/status/1999110919096344842) 2025-12-11T13:35Z [----] followers, [---] engagements "Abrdn European Logistics Income $ASLI has defied the call from its largest shareholder DL Invest to halt its wind-down and sale of assets saying the process is largely complete and the costs of changing corporate direction are too high. https://quoteddata.com/2025/12/abrdn-european-logistics-rejects-dl-invests-revival-plan-says-25-of-shareholders-want-wind-down-to-continue/ https://quoteddata.com/2025/12/abrdn-european-logistics-rejects-dl-invests-revival-plan-says-25-of-shareholders-want-wind-down-to-continue/" [X Link](https://x.com/QuotedData/status/2001218727027564704) 2025-12-17T09:11Z [----] followers, [---] engagements "Schroders Capital Global Innovation $INOV the former Woodford Patient Capital Trust being wound up rises 0.25p or 1.7% to 15.4p on a down day for the FTSE after sale of Bluewater Bio boosts liquidity for its next return of capital. https://quoteddata.com/2026/01/sale-of-bluewater-bio-boosts-pay-out-pot-at-inov-the-former-woodford-patient-capital-trust-one-year-into-wind-down/ https://quoteddata.com/2026/01/sale-of-bluewater-bio-boosts-pay-out-pot-at-inov-the-former-woodford-patient-capital-trust-one-year-into-wind-down/" [X Link](https://x.com/QuotedData/status/2013609021794664771) 2026-01-20T13:46Z [----] followers, [----] engagements "Spire Healthcare $SPI confirms reports that Bridgepoint & Triton are among potential bidders for the private hospital operator which weekend reports suggested could be sold for as much as 1.5bn. That could be good for Harwood Capital funds $AIC $NAS & $OIG which had 4% stake" [X Link](https://x.com/QuotedData/status/2015689554267717771) 2026-01-26T07:33Z [----] followers, [---] engagements "Montanaro UK Smaller Companies $MTU fund manager Montanaro Asset Management has lifted its holding in the 123m investment trust from 9% to 10%. It stands on a 4.5% discount" [X Link](https://x.com/QuotedData/status/2016066053621555351) 2026-01-27T08:29Z [----] followers, [---] engagements "AEW UK REIT $AEWU increased cover for its quarterly 2p dividend with 2.36p earnings per share in the last three months of [----]. The 7.5%-yielder made an underlying return of 2% for shareholders all of it from the dividend as the commercial property portfolio slipped 0.3%" [X Link](https://x.com/QuotedData/status/2016418690976100747) 2026-01-28T07:50Z [----] followers, [---] engagements "Partners Group Private Equity $PEY has used only 7.5m or half of its 15m share buyback programme since [--] October so will extend it through to [--] April to deploy the rest. The 715m investment company stands on a 22% discount" [X Link](https://x.com/QuotedData/status/2016433061676662918) 2026-01-28T08:48Z [----] followers, [---] engagements "Shares in listed renewables funds like $UKW $NESF $BSIF rise after government takes least damaging option in changing the inflation link in its ROC and FIT incentive payments. Dept for Energy is going for immediate switch from RPI to CPI. https://quoteddata.com/2026/01/renewables-funds-rally-as-government-opts-for-least-damaging-cpi-switch-in-indexation-reform/ https://quoteddata.com/2026/01/renewables-funds-rally-as-government-opts-for-least-damaging-cpi-switch-in-indexation-reform/" [X Link](https://x.com/QuotedData/status/2016490029871194481) 2026-01-28T12:34Z [----] followers, [----] engagements "Logical but big news for income investors from Greencoat UK Wind $UKW which will now link dividends to CPI not RPI following the government's indexation announcement yesterday. https://quoteddata.com/2026/01/greencoat-uk-wind-drops-long-standing-rpi-dividend-policy-and-shifts-pay-outs-to-cpi-after-government-inflation-change/ https://quoteddata.com/2026/01/greencoat-uk-wind-drops-long-standing-rpi-dividend-policy-and-shifts-pay-outs-to-cpi-after-government-inflation-change/" [X Link](https://x.com/QuotedData/status/2016858192576127480) 2026-01-29T12:57Z [----] followers, [----] engagements "Bad news from 3i Infrastructure $3IN which expects have to write off its 212m position in DNS:NET knocking 23p per share or 5.6% of net asset value following a "material worsening of the lending appetite for German fibre roll-out businesses"" [X Link](https://x.com/QuotedData/status/2018229577751908672) 2026-02-02T07:46Z [----] followers, [---] engagements "Octopus Renewables Infrastructure Trust $ORIT reports further 4.8% hit to net asset value from falling power price forecasts and the government switch to CPI indexation on ROC incentives. NAV per share falls to 93.79p at [--] Dec from 98.46p at [--] Sept a 4.67p or 28.6m decline" [X Link](https://x.com/QuotedData/status/2018231158262145353) 2026-02-02T07:52Z [----] followers, [---] engagements "Oryx International Growth $OIG pleased by Apax Partners' 500p per share cash offer for Pinewood Technologies Group $PINE which it says could add about 22.5pps to net asset value of its small-cap portfolio" [X Link](https://x.com/QuotedData/status/2018235192775758249) 2026-02-02T08:09Z [----] followers, [---] engagements "GCP Infrastructure $GCP was the bigger beneficiary of today's social housing sales by Gravis Capital. It makes 43m to clear debts and hit a target of returning 50m to investors with the disposals in line with previous valuation. https://quoteddata.com/2026/02/9-yielding-gcp-infrastructure-sells-47-5m-of-properties-to-clear-debts-and-return-more-capital-to-shareholders/ https://quoteddata.com/2026/02/9-yielding-gcp-infrastructure-sells-47-5m-of-properties-to-clear-debts-and-return-more-capital-to-shareholders/" [X Link](https://x.com/QuotedData/status/2018282044199989325) 2026-02-02T11:15Z [----] followers, [---] engagements "Shares in Metlen Energy & Metals $MTLN up 1.6% after London-listed Greek company sells seven UK solar projects to Schroders Greencoat manager of Greencoat UK Wind $UKW & Greencoat Renewables $GRP. The purchase the second between the companies is on behalf of pension clients" [X Link](https://x.com/QuotedData/status/2018967294752231692) 2026-02-04T08:38Z [----] followers, [---] engagements "Finsbury Growth & Income $FGT down another 1% or 7p to 724p after yesterday's 6.3% or 49p fall following Anthropic's launch of a new "agentic" tool that upset some of fund manager Nick Train's high conviction positions. 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://t.co/HmRj1GrbwU Nick Trains Finsbury Growth & Income #FGT slides over 6% in AI scare as top [--] holdings Sage Experian London Stock Exchange Group and RELX" [X Link](https://x.com/QuotedData/status/2018970940823252996) 2026-02-04T08:52Z [----] followers, [---] engagements "Good morning Gavin Lumsden here. Just retweeting a significant update on Manchester & London $MNL cutting its stake in Microsoft $MSFT. Manchester & London #MNL fund manager Mark Sheppard @MLCCapman slashed his position in Microsoft #MSFT from 21.8% to 4.8%. He tells Citywire Microsoft would be shielded due to it being a hyperscaler that is growing very fast but decided to downsize. https://t.co/gNqQONnCab Manchester & London #MNL fund manager Mark Sheppard @MLCCapman slashed his position in Microsoft #MSFT from 21.8% to 4.8%. He tells Citywire Microsoft would be shielded due to it being a" [X Link](https://x.com/QuotedData/status/2019315723923763567) 2026-02-05T07:42Z [----] followers, [---] engagements "Target Healthcare $THRL the 660m REIT that owns [--] care homes says EPRA net tangible assets per share rose 1.4% to 119.4p at [--] Dec from 117.7p at [--] Sept mainly driven by inflation-linked rent reviews. 1.508pps quarterly dividend covered by 1.69p earnings" [X Link](https://x.com/QuotedData/status/2019322243982172515) 2026-02-05T08:08Z [----] followers, [---] engagements "Syncona $SYNC the 601m biotech fund struggling on a 41% share price discount has actively engaged with portfolio companies to maximise value and is confident of returning at least 250m to shareholders. Its life science investments made a 5% return in the last quarter" [X Link](https://x.com/QuotedData/status/2019326404832424265) 2026-02-05T08:25Z [----] followers, [---] engagements "Gresham House Asset Management manager of Strategic Equity Capital $SEC has cut its stake in the 145m UK smaller companies trust run by Ken Wotton from 20% to 16%" [X Link](https://x.com/QuotedData/status/2019345705882857519) 2026-02-05T09:41Z [----] followers, [---] engagements "Matthew Brockman chair of Hgs investment committee has commented on software selloff that crushed private equity fund $HGT shares this week Hg is helping its business software companies "mobilise" and become AI winners using their deep sector knowledge https://hgcapital.com/insights/everything-everywhere-but-not-all-at-once https://hgcapital.com/insights/everything-everywhere-but-not-all-at-once" [X Link](https://x.com/QuotedData/status/2019358668924547329) 2026-02-05T10:33Z [----] followers, [----] engagements "Shares in Finsbury Growth & Income $FGT @FinsburyGT rally 2.7% as fund manager Nick Train speaks out against the panic that hit software & data companies including top [--] holdings of his investment trust this week following Anthropic's move into legal project management 1/3" [X Link](https://x.com/QuotedData/status/2019360853926019230) 2026-02-05T10:42Z [----] followers, [----] engagements "Train: ''In our opinion long-term holdings London Stock Exchange Group (LSEG) Sage and RELX and newer holdings Autotrader Experian & Rightmove have a credible opportunity to bring AI-enhanced services to their customers an opportunity " [X Link](https://x.com/QuotedData/status/2019360855977242798) 2026-02-05T10:42Z [----] followers, [---] engagements "". based on their ownership of data assets that are not available to emerging large language models (LLMs) like ChatGPT or Anthropic. This is not a fantasy. All these companies are innovating and crucially growing more quickly as a result of their successful innovations."" [X Link](https://x.com/QuotedData/status/2019360858338709949) 2026-02-05T10:42Z [----] followers, [---] engagements "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" [X Link](https://x.com/QuotedData/status/2019672226535207281) 2026-02-06T07:19Z [----] followers, [----] engagements "Investec analyst Alan Brierley upgraded HgCapital $HGT from "hold" to "buy" yesterday after its 25% fall left it on 31% discount saying "we find it unlikely that the disruption will be as ubiquitous and instantaneous for HGTs portfolio as this move implies"" [X Link](https://x.com/QuotedData/status/2019673706512150611) 2026-02-06T07:25Z [----] followers, [---] engagements "Jupiter Fund Management disclosed a 5.46% stake in $HGT yesterday afternoon helping the investment trust's shares rally 6%. It bought on Tuesday when the shares slumped" [X Link](https://x.com/QuotedData/status/2019674733504262403) 2026-02-06T07:29Z [----] followers, [---] engagements "HgCapital $HGT also announced yesterday evening it was investing 93m in Hg's $6.4bn buyout of US enterprise software provider OneStream. Shareholders in the Nasdaq-listed company will receive $24 cash per share a 31% premium to the share price" [X Link](https://x.com/QuotedData/status/2019679717591503338) 2026-02-06T07:49Z [----] followers, [---] engagements "Here's our story on HgCapital Trust $HGT so far. The shares are up another 6%. https://quoteddata.com/2026/02/hgcapital-rallies-after-investec-upgrades-jupiter-buys-stake-and-board-buys-back-shares-offering-significant-value/ https://quoteddata.com/2026/02/hgcapital-rallies-after-investec-upgrades-jupiter-buys-stake-and-board-buys-back-shares-offering-significant-value/" [X Link](https://x.com/QuotedData/status/2019697820929012200) 2026-02-06T09:00Z [----] followers, [---] engagements "JPMorgan Global Core Real Assets $JARA has bought and cancelled over 21.8m shares or 28.9% of its share capital at a price of 94.055814p in order to return the 20.5m to shareholders it announced on [--] January as part of its wind-down" [X Link](https://x.com/QuotedData/status/2019715657231904771) 2026-02-06T10:11Z [----] followers, [---] engagements "Baker Steel $BSRT fund manager Trevor Steel: "The parabolic rise in gold and silver prices could not continue forever. We expect the precious metal prices to remain volatile in the short term but the recent pullback may present a window of opportunity for long-term investors"" [X Link](https://x.com/QuotedData/status/2019721167909826651) 2026-02-06T10:33Z [----] followers, [---] engagements "Japan is changing Inflation governance reform and global earnings are reshaping the story. Nicholas Weindling of JPMorgan Japanese tells us why a market many ignored is starting to look very different👀 #QuotedData #Research #Japan #Stocks #Markets https://tinyurl.com/QDPJFJ https://tinyurl.com/QDPJFJ" [X Link](https://x.com/QuotedData/status/2019825936204767426) 2026-02-06T17:30Z [----] followers, [--] engagements "Good morning Saba Capital disclosed 5% stake in HarbourVest Global Private Equity $HVPE last week joining fellow activist Asset Value Investors (AVI) which has 3.3% of the 2.3bn listed fund which last month called on it to consider a wind-up or sale to solve its wide discount" [X Link](https://x.com/QuotedData/status/2020758703234834468) 2026-02-09T07:16Z [----] followers, [---] engagements "Volatility hit tech & data-heavy UK trusts as AI buzz spooked investors. Managers say long-term prospects still solid despite short-term selling pressure. 📊🤖 #QuotedData #AI #InvestmentTrusts #Investing https://tinyurl.com/QDview20 https://tinyurl.com/QDview20" [X Link](https://x.com/QuotedData/status/2020807994674426061) 2026-02-09T10:32Z [----] followers, [---] engagements "@BaillieGifford has hiked its SpaceX valuation by 87% according to [--] of its investment trusts inc Scottish Mortgage. Citing a trigger event $SMT said SpaceX made up 15.3% of net assets up from 8.2% at [--] Nov. $EWI $USA & $MNTN made similar statements. https://quoteddata.com/2025/12/baillie-gifford-hikes-spacex-valuation-by-87/ https://quoteddata.com/2025/12/baillie-gifford-hikes-spacex-valuation-by-87/" [X Link](https://x.com/QuotedData/status/2000994491512316132) 2025-12-16T18:20Z [----] followers, [---] engagements "Scottish Mortgage Trust $SMT confirms that last months doubling in SpaceX valuation to $800bn pushed it above the 30% cap on unquoted companies with 35.2% of the 15.7bn portfolio in unlisted stocks. SpaceX is now a 15.2% holding the trusts biggest. https://quoteddata.com/2026/01/morning-briefing-scottish-mortgage-rockets-over-its-30-unquoted-cap-develop-north-launches-58m-fund-raise-saba-lifts-labs-stake-plus-veil-jemi-frgt/" [X Link](https://x.com/QuotedData/status/2013290181185384858) 2026-01-19T16:39Z [----] followers, [---] engagements "Interesting to see Asset Value Investors cut its holding in listed private equity fund Oakley Capital Investments $OCI from 9.9% to 4.8%. On Friday the activist investor of $AGT and $MIGO attacked HarbourVest Global Private Equity $HVPE over its 28% share price discount" [X Link](https://x.com/QuotedData/status/2015690678542508194) 2026-01-26T07:38Z [----] followers, [---] engagements "Murray Income Trust $MUT the 887m UK equity income trust is still finalising switch from fund manager Aberdeen announced in November but expects Artemis will take over its portfolio from [--] March once an investment management agreement and other documentation have been signed" [X Link](https://x.com/QuotedData/status/2016432639616417915) 2026-01-28T08:46Z [----] followers, [---] engagements "@SpaceX the Elon Musk rocket and satellite company backed by @BaillieGifford investment trusts $SMT $EWI $USA and $MNTN has merged with @xAi his artificial intelligence startup saying the energy to properly develop AI is only available in space / the sun. To the stars @SpaceX & @xAI are now one company To the stars @SpaceX & @xAI are now one company" [X Link](https://x.com/QuotedData/status/2018591686105178339) 2026-02-03T07:45Z [----] followers, [---] engagements "Schroders $SDR leaps 29% close to Nuveen 590p cash offer. Conscious of opposition the US takeover could provoke the companies said the combined group would channel more long-term capital into the UK and Schroders brand and London HQ would be retained. https://quoteddata.com/2026/02/us-fund-manager-nuveen-buys-schroders-for-10bn/ https://quoteddata.com/2026/02/us-fund-manager-nuveen-buys-schroders-for-10bn/" [X Link](https://x.com/anyuser/status/2021871695964049515) 2026-02-12T08:59Z [----] followers, [---] engagements "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://quoteddata.com/2026/02/brunner-lags-ai-driven-global-markets-but-vows-to-do-better-when-excessive-concentration-unwinds/ https://quoteddata.com/2026/02/brunner-lags-ai-driven-global-markets-but-vows-to-do-better-when-excessive-concentration-unwinds/" [X Link](https://x.com/QuotedData/status/2021949142172569627) 2026-02-12T14:06Z [----] followers, [----] engagements "HSBC Multi Factor Worldwide Equity ETF blends global equity exposure with a factor tilt and has shown modest outperformance vs its benchmark.📊🌍 #QuotedData #Research #ETFs #GlobalEquity https://tinyurl.com/QDHSBC https://tinyurl.com/QDHSBC" [X Link](https://x.com/QuotedData/status/2022299368544403819) 2026-02-13T13:18Z [----] followers, [---] engagements "Valhalla Ventures the holding company of Preqin billionaires Mark OHare and his wife Linda raised its new position in HgCapital Trust $HGT from 3.3% to 4.4% this week. https://quoteddata.com/2026/02/morning-briefing-preqin-founder-raises-hgcapital-stake-to-94m-saba-lifts-seit-scp-custodian-property-income-holds-talks-with-family-offices-plus-sst-blnd-land-sync/ https://quoteddata.com/2026/02/morning-briefing-preqin-founder-raises-hgcapital-stake-to-94m-saba-lifts-seit-scp-custodian-property-income-holds-talks-with-family-offices-plus-sst-blnd-land-sync/" [X Link](https://x.com/QuotedData/status/2022306978035355897) 2026-02-13T13:48Z [----] followers, [--] engagements "Abrdn European Logistics Income $ASLI tumbled after DL Invest an 18% shareholder demanded the real estate investment trust halt its wind-down which it claimed was damaging investors and the stock traded ex-dividend ahead of its latest return of capital. https://quoteddata.com/2025/12/abrdn-european-logistics-income-plunges-after-dl-invest-threatens-to-halt-wind-down-it-says-is-damaging-shareholders/ https://quoteddata.com/2025/12/abrdn-european-logistics-income-plunges-after-dl-invest-threatens-to-halt-wind-down-it-says-is-damaging-shareholders/" [X Link](https://x.com/QuotedData/status/2000565065502900563) 2025-12-15T13:54Z [----] followers, [----] engagements "Decision to wind down $ASLI was wrong says @RichWilliamsQD @QuotedData: "We agree that there is now a hole in the London-listed REIT space for a property company focused on European logistics but were not sure whether ASLI is the right vehicle to plug it" https://quoteddata.com/2025/12/abrdn-european-logistics-income-plunges-after-dl-invest-threatens-to-halt-wind-down-it-says-is-damaging-shareholders/ https://quoteddata.com/2025/12/abrdn-european-logistics-income-plunges-after-dl-invest-threatens-to-halt-wind-down-it-says-is-damaging-shareholders/" [X Link](https://x.com/QuotedData/status/2000566036631105538) 2025-12-15T13:58Z [----] followers, [---] engagements "Impax Environmental Markets $IEM follows Herald $HRI in launching a 100% tender offer in a bid to rid itself of Saba Capital the activist hedge fund that has built a 20.7% stake in the 763m investment trust and which it fears is trying to gain control. https://quoteddata.com/2026/01/impax-environmental-markets-looks-to-flush-out-relentless-saba-with-100-tender-offers/ https://quoteddata.com/2026/01/impax-environmental-markets-looks-to-flush-out-relentless-saba-with-100-tender-offers/" [X Link](https://x.com/QuotedData/status/2012072634415247770) 2026-01-16T08:01Z [----] followers, [---] engagements "Activist Saba Capital lift its stake in Life Science REIT $LABS the 131m specialist property investor four months into a managed wind-down from 11.1% to 13.3%. https://quoteddata.com/2026/01/morning-briefing-scottish-mortgage-rockets-over-its-30-unquoted-cap-develop-north-launches-58m-fund-raise-saba-lifts-labs-stake-plus-veil-jemi-frgt/ https://quoteddata.com/2026/01/morning-briefing-scottish-mortgage-rockets-over-its-30-unquoted-cap-develop-north-launches-58m-fund-raise-saba-lifts-labs-stake-plus-veil-jemi-frgt/" [X Link](https://x.com/QuotedData/status/2013291996534681691) 2026-01-19T16:46Z [----] followers, [---] engagements "Update: Spire Healthcare $SPI has shot up 20% on confirmation of 1.5bn private equity bid talks. Holders $AIC and $NAS up just 1% though. https://quoteddata.com/2026/01/morning-briefing-impax-environmental-publishes-anti-saba-defence-harwood-backed-spire-healthcare-confirms-bid-talks-develop-north-appoints-chief-exec-plus-mpo/ https://quoteddata.com/2026/01/morning-briefing-impax-environmental-publishes-anti-saba-defence-harwood-backed-spire-healthcare-confirms-bid-talks-develop-north-appoints-chief-exec-plus-mpo/" [X Link](https://x.com/QuotedData/status/2015766896956612999) 2026-01-26T12:40Z [----] followers, [---] engagements "Listed landlord Grainger $GRI up 1.6% on news that Connected Living London its JV with property arm of Transport for London is forward funding & buying a 195-home build to rent scheme in West London to be developed by housebuilder Barratt Redrow $BTRW. https://quoteddata.com/2026/01/morning-briefing-impax-environmental-publishes-anti-saba-defence-harwood-backed-spire-healthcare-confirms-bid-talks-develop-north-appoints-chief-exec-plus-mpo/" [X Link](https://x.com/QuotedData/status/2015768082539548763) 2026-01-26T12:45Z [----] followers, [---] engagements "Wealth manager RBC Europe disclosed a 5% stake in Capital Gearing Trust $CGT on behalf of its clients yesterday. The 800m wealth preservation fund stands on a 2% discount" [X Link](https://x.com/QuotedData/status/2016068872583983171) 2026-01-27T08:40Z [----] followers, [---] engagements "CORRECTION It is Gore Street Energy Storage $GSF that has made two appointments and completed the overhaul of its board not $GRID as stated earlier. Apologies. Gresham House Energy Storage $GRID completes overhaul of its board. Keith Pickard a chartered accountant & former COO at InfraRed Capital Partners will join battery fund as audit chair on [--] Feb. Christine Higgins former ANZ NAB and BofA banker will join as SID on [--] Feb. Gresham House Energy Storage $GRID completes overhaul of its board. Keith Pickard a chartered accountant & former COO at InfraRed Capital Partners will join battery" [X Link](https://x.com/QuotedData/status/2016073918063288822) 2026-01-27T09:00Z [----] followers, [---] engagements "Update from Oakley Capital Investments $OCI shows 914m private equity fund targeting tech education consumer & biz services companies in Europe made 6% return last year with 90% of valuation rise driven by earnings growth. [--] holdings made big gains but Time Out $TMO weighed" [X Link](https://x.com/QuotedData/status/2016417608052994122) 2026-01-28T07:46Z [----] followers, [---] engagements "Molten Ventures $GROW) the 896m investor in unquoted tech firms will launch a new 10m share buyback programme once the current one started in October expires. The venture capital fund stands on a 29% discount. It has now committed 60m to share buybacks since July 2024" [X Link](https://x.com/QuotedData/status/2016432773280514409) 2026-01-28T08:46Z [----] followers, [---] engagements "Investment trust bargain hunter City of London $CLIG has lifted its stake in Mobius $MMIT to 27.2% from 26% as the 94m global emerging small companies trust trades on a wide 12% discount" [X Link](https://x.com/QuotedData/status/2018245831124562036) 2026-02-02T08:51Z [----] followers, [---] engagements "Good morning Gavin Lumsden aka @FundFanatic here. There's been a flurry of disclosures in $LABS after last week's $LAND bid. Trium Capital emerged with 3.3% Glazer Capital % UBS 5.1% JP Morgan 7.2%. Legal & General cut its holding to just below 3% & Rathbone at 3% from 10.6%" [X Link](https://x.com/QuotedData/status/2018587955594690665) 2026-02-03T07:30Z [----] followers, [---] engagements "Herald $HRI cancels its 100% tender offer and tomorrow's meeting to approve it after activist hedge fund Saba voted its 30.7% stake against the resolution. The two sides are in talks to find a solution. https://www.londonstockexchange.com/news-article/HRI/cancellation-of-tender-offer/17444290 https://www.londonstockexchange.com/news-article/HRI/cancellation-of-tender-offer/17444290" [X Link](https://x.com/QuotedData/status/2018670601137946705) 2026-02-03T12:59Z [----] followers, [---] engagements "Abrdn Diversified Income & Growth $ADIG nears end of its wind-down with plans to return 43.7m to shareholders next month and put itself into voluntary liquidation after completing 22.4m of fund sales and agreeing to sell a 50% stake in another fund for 6.5m" [X Link](https://x.com/QuotedData/status/2018961942514209054) 2026-02-04T08:16Z [----] followers, [---] engagements "Santa Monica-based activist Almitas Capital has reduced its position in 94m Mobius $MMIT from 6.6% to 1.9%. Separately emerging markets smaller companies fund says its chair Maria Luisa Cicognani is stepping down after eight years on the board. SID Gyula Schuch will succeed her" [X Link](https://x.com/QuotedData/status/2019351479942017324) 2026-02-05T10:04Z [----] followers, [---] engagements "NatWest $NWG confirms reports of deal to buy Evelyn Partners with transaction valuing wealth manager at 2.7bn to add 59bn assets under management alongside private bank Coutts. Evelyn a big investor in investment companies has [---] financial planners & [---] investment managers" [X Link](https://x.com/QuotedData/status/2020771095000105447) 2026-02-09T08:05Z [----] followers, [---] engagements "Good morning Investment Week reported a significant UK appointment by Saba Capital as it ramps up efforts to launch its own fund or take control of someone else's $HRI $IEM. 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. US activist hedge fund bolsters its UK operation with appointment of James Waterlow ex corporate broker at Singer to be managing director to work" [X Link](https://x.com/QuotedData/status/2021122351333544105) 2026-02-10T07:21Z [----] followers, [---] engagements "Morningstar data shows $BSRT on a 20% discount but that's out of date and in fact the gap to NAV was more like 27% though today's rise in the mining fund's shares will have narrowed that a bit. Baker Steel Resources Trust $BSRT up 4.6% extending its impressive year-to-date gains after launching first share buyback programme in [--] years & flagging potential further gains in its biggest investment the unquoted Australian miner Futura Resources. https://t.co/U6g1Rckt9f Baker Steel Resources Trust $BSRT up 4.6% extending its impressive year-to-date gains after launching first share buyback" [X Link](https://x.com/QuotedData/status/2021181491338694796) 2026-02-10T11:16Z [----] followers, [---] engagements "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" [X Link](https://x.com/QuotedData/status/2021206578263957569) 2026-02-10T12:56Z [----] followers, [----] engagements "This is the letter from Saba to $EWI shareholders making the same points as last time around performance partial sale of SpaceX and the failure to disclose EWI chair's previous employment at Homeserve. https://sabacapital.s3.us-west-1.amazonaws.com/Saba+Capital+Letter+to+EWI+Shareholders+(Feb.+10+2026).pdf https://sabacapital.s3.us-west-1.amazonaws.com/Saba+Capital+Letter+to+EWI+Shareholders+(Feb.+10+2026).pdf" [X Link](https://x.com/QuotedData/status/2021206580151136342) 2026-02-10T12:56Z [----] followers, [---] engagements "Abrdn Diversified Income and Growth $ADIG confirms it will return 43.7m or 14.5p per share to shareholders via its B-share scheme as part of its wind-down" [X Link](https://x.com/QuotedData/status/2021486843192279067) 2026-02-11T07:29Z [----] followers, [---] engagements "International Biotechnology Trust $IBT the top performer in its sector over [--] years has had to correct its net asset value statements this year after an administrative error meant the 15.6p dividend declared in December was not deducted from the NAV. https://www.londonstockexchange.com/news-article/IBT/restatement-of-net-asset-value-s/17454892 https://www.londonstockexchange.com/news-article/IBT/restatement-of-net-asset-value-s/17454892" [X Link](https://x.com/QuotedData/status/2021489351851639185) 2026-02-11T07:39Z [----] followers, [---] engagements "British Land $BLND has made a recommended cash and share bid for Life Science REIT $LABS agreeing to pay 14.1p per share in cash and [----] of its shares for the beleaguered property fund. That's a 21% premium to the 35.4p closing price & 26% discount to value of its portfolio" [X Link](https://x.com/QuotedData/status/2016411371919831117) 2026-01-28T07:21Z [----] followers, [---] engagements "Look out for Japan investment trusts $AJOT $BGS $BGFD $CCJI $JFJ $NAVF $SJG this morning after Nikkei [---] soars 3.9% to new high of [-----] after PM Sanae Takaichi wins landslide election victory" [X Link](https://x.com/QuotedData/status/2020760052617855300) 2026-02-09T07:21Z [----] followers, [---] engagements "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" [X Link](https://x.com/QuotedData/status/2021486180911677624) 2026-02-11T07:27Z [----] followers, [----] engagements "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://quoteddata.com/2026/02/preqin-billionaires-pounce-on-hgcapital-with-69m-stake-after-anthropic-scare-hits-private-equity-fund/ https://quoteddata.com/2026/02/preqin-billionaires-pounce-on-hgcapital-with-69m-stake-after-anthropic-scare-hits-private-equity-fund/" [X Link](https://x.com/QuotedData/status/2021555300248297920) 2026-02-11T12:01Z [----] followers, [---] engagements "Good morning the big news is FTSE [---] fund management group Schroders $SDR has accepted a 9.9bn cash bid from US investment group Nuveen another prominent loss to the UK stock market although shareholders may appreciate the 29% premium to nights closing price of 456p" [X Link](https://x.com/anyuser/status/2021854512282001503) 2026-02-12T07:50Z [----] followers, [---] engagements "Bellevue Healthcare $BBH will hold meeting on [--] March for shareholders to approve investment policy of new fund manager Columbia Threadneedle. BBH offering 100% tender offer but if assets fall 55m from current 105m CT will withdraw. It will invest $25m (18m) to bulk out fund" [X Link](https://x.com/QuotedData/status/2021878469467287745) 2026-02-12T09:26Z [----] followers, [---] engagements "Renewables Infrastructure Group $TRIG takes out 200m in loans to cut its 398m overdraft. James Carthew @QuotedData: With 10yr gilts offering a yield of 4.55% TRIGs weighted average interest rate of 5.23% on debt that matures in about [----] years looks pretty competitive" [X Link](https://x.com/QuotedData/status/2021947492653281308) 2026-02-12T14:00Z [----] followers, [---] engagements "Picton Property Income $PCTN rallied nearly 6% yesterday after the UK real estate investment trust said 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/QuotedData/status/2021947940026347986) 2026-02-12T14:02Z [----] followers, [---] engagements "James Carthew @quoteddata says $BUT is picking up. "It is encouraging that it now ranks as the best-performing global trust over three & six months. This reflects the gyrations in the share prices of the AI mega caps and the marked underperformance of US stocks over that period."" [X Link](https://x.com/QuotedData/status/2021949144009457741) 2026-02-12T14:06Z [----] followers, [---] engagements "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://quoteddata.com/2026/02/saba-offers-edinburgh-worldwide-shareholders-a-full-cash-exit-if-it-succeeds-in-third-bid-to-gain-control/ https://quoteddata.com/2026/02/saba-offers-edinburgh-worldwide-shareholders-a-full-cash-exit-if-it-succeeds-in-third-bid-to-gain-control/" [X Link](https://x.com/anyuser/status/2021949704230023498) 2026-02-12T14:09Z [----] followers, [---] engagements "🚨Don't miss '@QuotedData's In The HotSeat' on Friday [--] February [----] at 11am where James Carthew will be joined by Richard Aston & Theo Wyld of CC Japan Income & Growth. #QuotedData #news #interview #Investing #Japan #CCJI https://tinyurl.com/QDCCJI https://tinyurl.com/QDCCJI" [X Link](https://x.com/QuotedData/status/2021999191548211270) 2026-02-12T17:25Z [----] followers, [---] engagements "Good morning Alexander Darwall's European Opportunities Trust $EOT could be next investment trust after Smithson to convert to an open-ended fund after receiving proposal from River Global owner of Darwall's management company. The 405m listed fund has begun a strategic review" [X Link](https://x.com/QuotedData/status/2022213369827406186) 2026-02-13T07:36Z [----] followers, [---] engagements "European Opportunities Trust $EOT rises 2.2% narrowing what was only a 5.6% discount on news of the strategic review. James Carthew @QuotedData says: It is a shame to see the decline of EOT which at one time was the leading trust in its sector." 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/QuotedData/status/2022238307212722293) 2026-02-13T09:15Z [----] followers, [---] engagements "Invesco Bond Income Plus $BIPS raises 25m & has approval to issue another c57m to support demand for the 7%-yielder. James Carthew @QuotedData said: 25m is not a bad result for BIPS and we would expect the trust to continue to grow from here. https://quoteddata.com/2026/02/invesco-bond-income-takes-in-25m-and-looks-to-raise-more/ https://quoteddata.com/2026/02/invesco-bond-income-takes-in-25m-and-looks-to-raise-more/" [X Link](https://x.com/QuotedData/status/2022239483241107531) 2026-02-13T09:20Z [----] followers, [---] engagements "Fidelity Emerging Markets blends long and short stock picks to help manage EM swings with a quality focus backed by global research. #QuotedData #Research #EmergingMarkets #Investing https://tinyurl.com/QDREFEML https://tinyurl.com/QDREFEML" [X Link](https://x.com/anyuser/status/2022298859494424887) 2026-02-13T13:16Z [----] followers, [--] engagements "Vietnam seems to be shaking off tariff drag and hitting reform-led growth. Vietnam Holding remains attractively priced with an FTSE upgrade ahead. 📈🌏 #QuotedData #Research #Vietnam #Investing https://tinyurl.com/QDREVNH https://tinyurl.com/QDREVNH" [X Link](https://x.com/QuotedData/status/2022301015110803959) 2026-02-13T13:25Z [----] followers, [--] engagements "Oakley Capital is leaning into under-digitised Southern Europe with notable tech success and an attractive NAV discount. 📊📍 #QuotedData #Research #PrivateEquity #Investing #SouthernEurope https://tinyurl.com/QDOCI https://tinyurl.com/QDOCI" [X Link](https://x.com/QuotedData/status/2022301397962621136) 2026-02-13T13:26Z [----] followers, [--] engagements "Active ETFs investing in Japan have enjoyed a good start to the year on the back of the country's election result. https://quoteddata.com/2026/02/japan-active-etfs-enjoy-cracking-start-after-takaichi-win/ https://quoteddata.com/2026/02/japan-active-etfs-enjoy-cracking-start-after-takaichi-win/" [X Link](https://x.com/QuotedData/status/2022307352641151175) 2026-02-13T13:50Z [----] followers, [--] engagements "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://quoteddata.com/2026/02/diverse-income-considers-switching-to-open-ended-fund-to-remove-discount-risk/ https://quoteddata.com/2026/02/diverse-income-considers-switching-to-open-ended-fund-to-remove-discount-risk/" [X Link](https://x.com/QuotedData/status/2022308121775861844) 2026-02-13T13:53Z [----] followers, [---] engagements "Saba Capital boss @boazweinstein increased pressure on Pantheon International $PIN to do more to narrow its 29% share price discount by taking 5% stake in 1.5bn listed private equity fund and calling on it to sell a fund holding to buy back more shares. https://quoteddata.com/2025/11/saba-takes-5-stake-in-pantheon-international-and-urges-private-equity-fund-to-sell-a-fund-investment/ https://quoteddata.com/2025/11/saba-takes-5-stake-in-pantheon-international-and-urges-private-equity-fund-to-sell-a-fund-investment/" [X Link](https://x.com/QuotedData/status/1992941617473593551) 2025-11-24T13:01Z [---] followers, [---] engagements "Shires Income $SHRSa 112mhigh-yieldingUK equity and bond income fundsaw all sectors in its portfolio rise in six months to [--] September as @aberdeenInv_UK fund manager Ian Pyle's stock picks handsomelybeat the FTSE All-Share with a 15% return. https://quoteddata.com/2025/11/shires-income-gains-nice-uplift-outperforming-ftse-all-share-as-uk-rallies-from-april-low/ https://quoteddata.com/2025/11/shires-income-gains-nice-uplift-outperforming-ftse-all-share-as-uk-rallies-from-april-low/" [X Link](https://x.com/QuotedData/status/1992943303747326067) 2025-11-24T13:08Z [---] followers, [---] engagements "Budget noise This REIT stays steady. Rental income keeps flowing even in choppy waters.🏢 #quoteddata #research #REITs #realestate #dividends https://tinyurl.com/QDVIEW10 https://tinyurl.com/QDVIEW10" [X Link](https://x.com/QuotedData/status/1992966752120995924) 2025-11-24T14:41Z [---] followers, [---] engagements "AI chipmaker Nvidia has backed a Revolutfund-raising that lifts 10-year-old fintech's valuation by $30bn to $75bn(57bn). That's more than high street banks BARCLLOY & NWG. It's good news for Schroders Capital Global Innovation $INOV also an investor https://quoteddata.com/2025/11/revoluts-valuation-jumps-to-75bn-in-nvidia-backed-fund-raise-that-is-boost-for-schroders-capital-global-innovation/ https://quoteddata.com/2025/11/revoluts-valuation-jumps-to-75bn-in-nvidia-backed-fund-raise-that-is-boost-for-schroders-capital-global-innovation/" [X Link](https://x.com/QuotedData/status/1993255323738771923) 2025-11-25T09:47Z [---] followers, [---] engagements "Montanaro UK Smaller Companies $MTU fund manager Charles Montanaro says the value headwinds blowing against his quality growth style wont last forever. But can the 30-year-old investment trust afford to wait having bought back 30% of its shares in https://quoteddata.com/2025/11/revealed-montanaro-uk-smaller-companies-has-bought-back-30-of-its-shares-this-year-to-keep-activist-saba-at-bay/ https://quoteddata.com/2025/11/revealed-montanaro-uk-smaller-companies-has-bought-back-30-of-its-shares-this-year-to-keep-activist-saba-at-bay/" [X Link](https://x.com/QuotedData/status/1993256652817228102) 2025-11-25T09:53Z [---] followers, [--] engagements "CG Asset Management has launched website for $HICL Infrastructure shareholders opposed to its 5.3bn merger with renewables fund $TRIG. It has also gained the support of [--] signatories for a second letter to HICL chair Mike Bane https://quoteddata.com/2025/11/cgam-gathers-11-signatories-and-launches-website-to-rally-shareholders-against-hicl-trig-merger/ https://concernedhiclshareholders.co.uk/ https://quoteddata.com/2025/11/cgam-gathers-11-signatories-and-launches-website-to-rally-shareholders-against-hicl-trig-merger/ https://concernedhiclshareholders.co.uk/" [X Link](https://x.com/QuotedData/status/1993259297359511917) 2025-11-25T10:03Z [---] followers, [---] engagements "Cordiant Digital Infrastructure $CORD shares have jumped 5% after 752m investment company chalked up stronger-than-expected 10% return in six months to [--] September. Chair Shonaid Jemmett-Page says the 26% share price discount remains unwarranted. https://quoteddata.com/2025/11/morning-briefing-cordiant-digital-returns-10-in-six-months-seraphims-iceye-valuation-cut-6-plus-cldn-grow-mpo-pmgr/ https://quoteddata.com/2025/11/morning-briefing-cordiant-digital-returns-10-in-six-months-seraphims-iceye-valuation-cut-6-plus-cldn-grow-mpo-pmgr/" [X Link](https://x.com/QuotedData/status/1993306964496204047) 2025-11-25T13:13Z [---] followers, [---] engagements "Polar Capital Global Healthcare $PCGH receives a massive endorsement from shareholders and proceeds to the next stage of its journey after less than a quarter of shares were tendered in the companys 100% exit. https://quoteddata.com/2025/11/polar-capital-global-healthcare-over-three-quarters-of-shareholders-ignore-exit-in-overwhelming-support-for-trust/ https://quoteddata.com/2025/11/polar-capital-global-healthcare-over-three-quarters-of-shareholders-ignore-exit-in-overwhelming-support-for-trust/" [X Link](https://x.com/QuotedData/status/1993589333664973317) 2025-11-26T07:55Z [---] followers, [--] engagements "The chancellors need to fill the budget black hole trumped over her wish to encourage investing and saving as Rachel Reeves lifted income tax on dividends and interest by 2% and created new bands for rental income. #Budget2025 https://quoteddata.com/2025/11/budget-2025-chancellor-targets-investors-with-odd-tax-rises-on-dividends-interest-and-rents/ https://quoteddata.com/2025/11/budget-2025-chancellor-targets-investors-with-odd-tax-rises-on-dividends-interest-and-rents/" [X Link](https://x.com/QuotedData/status/1994028254949208520) 2025-11-27T12:59Z [---] followers, [--] engagements "Chancellor gave employers & workers three years to prepare for her well trailed hit on salary sacrifice pensions. As a result experts think she is highly unlikely to generate the billions in revenue she wants. #Budget2025 https://quoteddata.com/2025/11/budget-2025-reeves-gives-middle-earners-three-years-warning-of-her-7-4bn-pension-tax-raid/ https://quoteddata.com/2025/11/budget-2025-reeves-gives-middle-earners-three-years-warning-of-her-7-4bn-pension-tax-raid/" [X Link](https://x.com/QuotedData/status/1994030319599513969) 2025-11-27T13:07Z [---] followers, [--] engagements "Macau Property Opportunities $MPO crashes to all-time low after shareholders refuse to support its emergency fund raising. Board warns liquidation is possible if lenders seize control. James Carthew @QuotedData still thinks "heads should roll". https://quoteddata.com/2025/11/macau-property-plunges-as-emergency-fund-raise-collapses/ https://quoteddata.com/2025/11/macau-property-plunges-as-emergency-fund-raise-collapses/" [X Link](https://x.com/QuotedData/status/1994032012894564814) 2025-11-27T13:14Z [---] followers, [--] engagements "Fund management group M&G a 3.4% shareholder in HICL Infrastructure $HICL has joined rebel investors in calling for it to abandon a planned 5.3bn merger with The Renewables Infrastructure Group $TRIG according to The Times. https://quoteddata.com/2025/11/mg-joins-hicl-rebels-in-rejecting-trig-merger-that-has-no-strategic-nor-financial-rationale/ https://quoteddata.com/2025/11/mg-joins-hicl-rebels-in-rejecting-trig-merger-that-has-no-strategic-nor-financial-rationale/" [X Link](https://x.com/QuotedData/status/1994326139385373043) 2025-11-28T08:42Z [---] followers, [---] engagements "Association of Investment Companies @AICPRESS urges shareholders in Edinburgh Worldwide $EWI to vote in the forthcoming general meeting called by Saba Capital yesterday as its board rejected activist hedge funds renewed attempt to replace its board. https://quoteddata.com/2025/11/edinburgh-worldwide-shareholders-told-its-vital-they-vote-again-board-rejects-sabas-second-attempt-to-win-control/ https://quoteddata.com/2025/11/edinburgh-worldwide-shareholders-told-its-vital-they-vote-again-board-rejects-sabas-second-attempt-to-win-control/" [X Link](https://x.com/QuotedData/status/1994326737614721296) 2025-11-28T08:45Z [---] followers, [--] engagements "HICL Infrastructure $HICL pulls out of its proposed merger with InfraRed Capital stable mate The Renewables Infrastructure Group $TRIG following an outcry from many shareholders. https://quoteddata.com/2025/12/hicl-infrastructure-abandons-controversial-trig-merger/ https://quoteddata.com/2025/12/hicl-infrastructure-abandons-controversial-trig-merger/" [X Link](https://x.com/QuotedData/status/1995395505900360190) 2025-12-01T07:32Z [---] followers, [----] engagements "CT Private Equity $CTPE manager Hamish Mair to retire next May after running trust for [--] years. James Carthew @QuotedData sorry to see him go: I can remember the trust being spun out of Scottish Eastern in [----] and Mair did a great job of managing it. https://quoteddata.com/2025/12/ct-private-equity-manager-hamish-mair-prepares-to-bow-out-after-26-years-invaluable-contribution/ https://quoteddata.com/2025/12/ct-private-equity-manager-hamish-mair-prepares-to-bow-out-after-26-years-invaluable-contribution/" [X Link](https://x.com/QuotedData/status/1995475837445980620) 2025-12-01T12:51Z [---] followers, [--] engagements "Aquila European Renewables $AERI shares rose on Friday after it announced investment company activist Robert Naylor was taking over its wind-down as the new chair replacing Ian Nolan who served at the helm of the funds board since launch in [----]. https://quoteddata.com/2025/12/morning-briefing-activist-naylor-to-oversee-aquila-wind-down-odyssean-buoyed-by-ncc-and-spire-talks-jedt-gains-in-europe-wwh-defends-chair-director-plus-thrl-ppet/" [X Link](https://x.com/QuotedData/status/1995477332744601768) 2025-12-01T12:57Z [---] followers, [---] engagements "Odyssean $OIT the 227m UK smaller companies trust flags confidence in prospects for returns next year saying the sales of two companies $NCC and $SPI accounting for 17% of the portfolio should boost net asset value in [----]. https://quoteddata.com/2025/12/morning-briefing-activist-naylor-to-oversee-aquila-wind-down-odyssean-buoyed-by-ncc-and-spire-talks-jedt-gains-in-europe-wwh-defends-chair-director-plus-thrl-ppet/" [X Link](https://x.com/QuotedData/status/1995478542226702745) 2025-12-01T13:02Z [---] followers, [--] engagements "James Carthew @QuotedData pleased $HICL withdrew from merger with #TRIG but says both funds could attract bid attention. HICL shareholders will still be wondering if they have the right board and TRIGs continuation vote will be back on with perhaps less chance of success. HICL Infrastructure $HICL pulls out of its proposed merger with InfraRed Capital stable mate The Renewables Infrastructure Group $TRIG following an outcry from many shareholders. https://t.co/7g8VgtB3Re HICL Infrastructure $HICL pulls out of its proposed merger with InfraRed Capital stable mate The Renewables Infrastructure" [X Link](https://x.com/QuotedData/status/1995480682005488066) 2025-12-01T13:10Z [---] followers, [---] engagements "Baillie Gifford US Growth $USA and stablemate Edinburgh Worldwide $EWI want to merge offering investors a 40% exit but activist hedge fund Saba Capital which owns around 30% of both investment trusts is opposed leaving all shareholders in an impasse. https://quoteddata.com/2025/12/saba-blocks-baillie-gifford-us-growth-and-edinburgh-worldwide-merger-plans/ https://quoteddata.com/2025/12/saba-blocks-baillie-gifford-us-growth-and-edinburgh-worldwide-merger-plans/" [X Link](https://x.com/QuotedData/status/1995771796629393659) 2025-12-02T08:27Z [---] followers, [---] engagements "TR Property $TRY the 1bn 5%-yielding pan-European real estate fund is on track to restoring dividend cover after seeing revenuerise 23% in the first half of itsfinancial year. https://quoteddata.com/2025/12/tr-property-spies-full-dividend-cover-after-half-year-earnings-leap-in-broadening-real-estate-recovery/ https://quoteddata.com/2025/12/tr-property-spies-full-dividend-cover-after-half-year-earnings-leap-in-broadening-real-estate-recovery/" [X Link](https://x.com/QuotedData/status/1995853607007387870) 2025-12-02T13:52Z [---] followers, [--] engagements "Somewhat paradoxically the Troy fund managers of Personal Assets $PNL hiked equities in the defensive 1.7bn multi-asset portfolio by over [--] percentage points to 41% in half yr to [--] Oct even as they preparedfor theUSstock market bubble to burst. https://quoteddata.com/2025/12/personal-assets-takes-some-profits-on-gold-and-swoops-on-quality-stocks-like-lse-as-ai-bubble-burst-looms/ https://quoteddata.com/2025/12/personal-assets-takes-some-profits-on-gold-and-swoops-on-quality-stocks-like-lse-as-ai-bubble-burst-looms/" [X Link](https://x.com/QuotedData/status/1995855347404472526) 2025-12-02T13:59Z [---] followers, [--] engagements "It's rare that James Carthew @quoteddata agrees with trust buster Saba Capital or its boss @boazweinstein but on proposed merger @bailliegifford of $EWI and $USA he says: I have to say that I am with Saba on this one preferring to keep EWI global remit. https://quoteddata.com/2025/12/saba-blocks-baillie-gifford-us-growth-and-edinburgh-worldwide-merger-plans/ https://quoteddata.com/2025/12/saba-blocks-baillie-gifford-us-growth-and-edinburgh-worldwide-merger-plans/" [X Link](https://x.com/QuotedData/status/1995857210791133629) 2025-12-02T14:06Z [---] followers, 15.5K engagements "Barings Emerging EMEA Opps $BEMO moves to progressive dividend policy & streamlines investments as 87m trust looks to win back 33% of shareholders who voted against continuation in Oct. This follows outstanding 48% shareholder return in year to [--] Sept. https://quoteddata.com/2025/12/barings-emerging-emea-takes-steps-to-win-back-dissenting-shareholders-after-outstanding-year/ https://quoteddata.com/2025/12/barings-emerging-emea-takes-steps-to-win-back-dissenting-shareholders-after-outstanding-year/" [X Link](https://x.com/QuotedData/status/1996859740203389209) 2025-12-05T08:30Z [---] followers, [--] engagements "Schroder European Real Estate $SERE the 83m REIT weighed down by a14m French tax dispute & likely loss of its biggest tenant defers decisions on its long-term future to give incoming chair and ex-EBOX boss Phil Redding time to speak to shareholders. https://quoteddata.com/2025/12/morning-briefing-schroder-european-reit-defers-long-term-decisions-as-redding-takes-chair-plus-crei-byg/ https://quoteddata.com/2025/12/morning-briefing-schroder-european-reit-defers-long-term-decisions-as-redding-takes-chair-plus-crei-byg/" [X Link](https://x.com/QuotedData/status/1996898857230455123) 2025-12-05T11:06Z [---] followers, [--] engagements "The deepening crisis at Macau Property Opportunities $MPO saw its shares halve last month although overall real estate investment trust shares were flat in November after recovering from pre-Budget nerves says @RichWilliamsQD @QuotedData. https://quoteddata.com/2025/12/reit-review-budget-nerves-ease-as-real-estate-funds-recover/ https://quoteddata.com/2025/12/reit-review-budget-nerves-ease-as-real-estate-funds-recover/" [X Link](https://x.com/QuotedData/status/1998412065296257201) 2025-12-09T15:18Z [---] followers, [--] engagements "AVI Japan Opportunity Trust $AJOT the 407m smaller companies activist boosted by 184m from last months merger with Fidelity Japan launches 100% tender offer. James Carthew @QuotedData doesn't think there will be much demand to sell this good performer https://quoteddata.com/2025/12/morning-briefing-schiehallion-wins-98-backing-in-trust-vote-avi-japan-offers-100-tender-aberdeen-equity-income-and-lowland-beat-all-share-baillie-gifford-european-falls-short/" [X Link](https://x.com/QuotedData/status/1998418061721047358) 2025-12-09T15:42Z [---] followers, [---] engagements "Aberdeen Equity Income $AEI demonstrated why shares in the 192m investment trust trade close to par with strong annual results showing the UK equity income portfolio achieved a 21.8% total underlying investment return in the year to [--] September. https://quoteddata.com/2025/12/morning-briefing-schiehallion-wins-98-backing-in-trust-vote-avi-japan-offers-100-tender-aberdeen-equity-income-and-lowland-beat-all-share-baillie-gifford-european-falls-short/" [X Link](https://x.com/QuotedData/status/1998418889483735239) 2025-12-09T15:46Z [---] followers, [---] engagements "Lowland $LWI also did well with 341m multi-cap UK equity income trust delivering a 2nd yr of good returns. @JanusHenderson managers James Henderson & Laura Foll made total underlying return of 20.8% in yr to [--] Sept following 16.3% gain in previous yr. https://quoteddata.com/2025/12/morning-briefing-schiehallion-wins-98-backing-in-trust-vote-avi-japan-offers-100-tender-aberdeen-equity-income-and-lowland-beat-all-share-baillie-gifford-european-falls-short/" [X Link](https://x.com/QuotedData/status/1998420518282858774) 2025-12-09T15:52Z [---] followers, [--] engagements "3i Infrastructure: solid picks steady performance and staying power. Whats not to like📈 #quoteddata #research #infrastructure #investing #3i https://tinyurl.com/QD3INF https://tinyurl.com/QD3INF" [X Link](https://x.com/QuotedData/status/1998733915448541479) 2025-12-10T12:37Z [---] followers, [--] engagements "Polar Capital Technology's $PCT interims impressed @RichWilliamsQD @QuotedData: PCTs laser focus on AI has paid off handsomely with its ability to identify winners and avoid potential losers impressive. https://quoteddata.com/2025/12/ai-maximalist-polar-capital-technology-soars-66-in-remarkable-first-half-performance/ https://quoteddata.com/2025/12/ai-maximalist-polar-capital-technology-soars-66-in-remarkable-first-half-performance/" [X Link](https://x.com/QuotedData/status/1998734987349168613) 2025-12-10T12:42Z [---] followers, [---] engagements "Amid the rush to launch active exchange-traded funds Jupiter Asset Management hopes to stand out with the Jupiter Origin Global Smaller Companies UCITS ETF (JOGS) that's just listed on the London Stock Exchange and Swiss SIX exchange. https://quoteddata.com/2025/12/active-etfs-jupiter-launches-global-small-cap-offering-and-goldmans-lists-three-more-bond-funds/ https://quoteddata.com/2025/12/active-etfs-jupiter-launches-global-small-cap-offering-and-goldmans-lists-three-more-bond-funds/" [X Link](https://x.com/QuotedData/status/1999108801455108349) 2025-12-11T13:27Z [---] followers, [--] engagements "Schroder BSC Social Impact $SBSI a 51m trust on a 36% discount is still mulling its options. James Carthew @QuotedData say it's "remarkable" review hasn't finished after six months as "the trust is already small and the discount far too wide. https://quoteddata.com/2025/12/morning-briefing-saba-doubles-stake-in-sdcl-energy-pacific-assets-launches-beauty-parade-schroder-bsc-still-mulling-options-regional-cuts-fund-management-fee/" [X Link](https://x.com/QuotedData/status/1999112195632689309) 2025-12-11T13:41Z [---] followers, [--] engagements "TwentyFour Select Monthly Income $SMIF considers upping some of its monthly dividends after another strong year saw 8%-yielder again surpass its 6p per share payout target. This contributed to a 12.2% total investment return for the year to [--] Sept. https://quoteddata.com/2025/12/twentyfour-select-eyes-more-top-up-dividends-as-higher-for-longer-rates-outlook-boosts-floating-debt-fund/ https://quoteddata.com/2025/12/twentyfour-select-eyes-more-top-up-dividends-as-higher-for-longer-rates-outlook-boosts-floating-debt-fund/" [X Link](https://x.com/QuotedData/status/1999113450769829980) 2025-12-11T13:46Z [---] followers, [--] engagements "GCP Infrastructure $GCP disappointed shareholders with no news of a big disposal to fund a return of capital and reward them for holding on to stock standing 30% below asset value. However slow progress is a 10% yield means investors are paid to wait. https://quoteddata.com/2025/12/gcp-infrastructure-who-needs-jam-tomorrow-when-you-can-get-a-10-yield-on-almost-debt-free-investment/ https://quoteddata.com/2025/12/gcp-infrastructure-who-needs-jam-tomorrow-when-you-can-get-a-10-yield-on-almost-debt-free-investment/" [X Link](https://x.com/QuotedData/status/1999116095878291604) 2025-12-11T13:56Z [---] followers, [--] engagements "Activist Metage Capital piled pressure on private equity fund Pantheon Int'l $PIN to narrow a 28% share price discount demanding it sell 500m of assets to fund buybacks. James Carthew @QuotedData thinks cost disclosure debacle is a factor in its plight. https://quoteddata.com/2025/12/activist-metage-tells-pantheon-international-to-launch-500m-share-buyback-programme-or-go-private-like-apax/ https://quoteddata.com/2025/12/activist-metage-tells-pantheon-international-to-launch-500m-share-buyback-programme-or-go-private-like-apax/" [X Link](https://x.com/QuotedData/status/2000570474343096802) 2025-12-15T14:15Z [---] followers, [---] engagements "US Solar Fund $USF the 107m Amber Infrastructure managed investment company on a 45% discount has provided detailed disclosure on the non-weather factors resulting in third quarter generation falling 13.3% below forecast. The shares rose 1.5%. https://quoteddata.com/2025/12/morning-briefing-us-solar-reveals-what-caused-q3-generation-slump-strong-quarter-from-pantheon-infrastructure-seqi-clears-bulb-loan-plus-jema/ https://quoteddata.com/2025/12/morning-briefing-us-solar-reveals-what-caused-q3-generation-slump-strong-quarter-from-pantheon-infrastructure-seqi-clears-bulb-loan-plus-jema/" [X Link](https://x.com/QuotedData/status/2000965113570828737) 2025-12-16T16:23Z [---] followers, [--] engagements "Sequoia Economic Infrastructure Income $SEQI received full repayment of its 24.1m loan & interest from Bulb Energy last month. This is a very good outcome for the fund given the insolvency of the borrower in November [----] the 1.2bn 9%-yielder said. https://quoteddata.com/2025/12/morning-briefing-us-solar-reveals-what-caused-q3-generation-slump-strong-quarter-from-pantheon-infrastructure-seqi-clears-bulb-loan-plus-jema/ https://quoteddata.com/2025/12/morning-briefing-us-solar-reveals-what-caused-q3-generation-slump-strong-quarter-from-pantheon-infrastructure-seqi-clears-bulb-loan-plus-jema/" [X Link](https://x.com/QuotedData/status/2000966402010923430) 2025-12-16T16:29Z [---] followers, [---] engagements "Macau Property Opportunities $MPO slumped a third to a new low of 5p after the Guernseyinvestment company declared itself in default for not repaying a 1.5m loan secured on its Penha Heights luxury development due yesterday. Liquidation could be looming https://quoteddata.com/2025/12/macau-property-opportunities-slumps-on-1-5m-loan-default/ https://quoteddata.com/2025/12/macau-property-opportunities-slumps-on-1-5m-loan-default/" [X Link](https://x.com/QuotedData/status/2000967643608834435) 2025-12-16T16:33Z [---] followers, [---] engagements "HarbourVest Global Private Equity $HVPE agrees to sell $300m of funds from its $4.6bn portfolio to boost share buybacks & highlight its 29% discount to net asset value. Some analysts approve but James Carthew @quoteddata says long term it isn't so clever. https://quoteddata.com/2025/12/private-equity-harbourvest-heaps-pressure-on-pantheon-with-uncanny-300m-funds-sale-to-lift-buybacks-cut-debt/ https://quoteddata.com/2025/12/private-equity-harbourvest-heaps-pressure-on-pantheon-with-uncanny-300m-funds-sale-to-lift-buybacks-cut-debt/" [X Link](https://x.com/QuotedData/status/2000969531775422511) 2025-12-16T16:41Z [---] followers, [--] engagements "Schroder European Real Estate $SERE warns of the possible impact on the 8.4%-yielders dividends after Dutch telecoms group KPN gives 12-month notice of its intention to quit the companys Apeldoorn office that generates 19% of portfolio income. https://quoteddata.com/2025/12/morning-briefing-kpn-serves-notice-on-schroder-european-real-estate-migo-returns-16-in-six-months-oakley-capital-backs-james-perse-new-jpmorgan-india-outperforms/" [X Link](https://x.com/QuotedData/status/2001215853065343032) 2025-12-17T09:00Z [---] followers, [---] engagements "MIGO Opportunities $MIGO the 65m investment company bargain hunter delivered 16.3% total return in half year to [--] Oct. Fund managers Tom Treanor & Charlotte Cuthbertson fully using 10m borrowing to exploit "breadth of opportunities" in listed funds. https://quoteddata.com/2025/12/morning-briefing-kpn-serves-notice-on-schroder-european-real-estate-migo-returns-16-in-six-months-oakley-capital-backs-james-perse-new-jpmorgan-india-outperforms/" [X Link](https://x.com/QuotedData/status/2001217251253338616) 2025-12-17T09:05Z [---] followers, [--] engagements "JPMorgan India Growth & Income $JIGI beat a falling market in year to [--] Sept. Return on net assets fell 11.4% beating 13.5% slide in MSCI India index but shareholders loss just 1.8% after 30% tender offer share buybacks & promise of 100% exit in [----]. https://quoteddata.com/2025/12/morning-briefing-kpn-serves-notice-on-schroder-european-real-estate-migo-returns-16-in-six-months-oakley-capital-backs-james-perse-new-jpmorgan-india-outperforms/" [X Link](https://x.com/QuotedData/status/2001218483049181309) 2025-12-17T09:10Z [---] followers, [--] engagements "James Carthew @QuotedData likes "robust" $EWI response to Saba & as a shareholder will vote against the activist. "There are many reasons for this but chief of them is Sabas reluctance to spell out exactly what it intends to do with the company if it manages to seize control". Edinburgh W'wide $EWI urges shareholders to rescue it for 2nd time after Saba Capital makes good on threat to call EGM to oust board. EWI chair says if Saba wins control & sacks @BaillieGifford investors will lose a distinctive portfolio that holds SpaceX. https://t.co/YLeWRG071N Edinburgh W'wide $EWI urges shareholders" [X Link](https://x.com/QuotedData/status/2001321326607274378) 2025-12-17T15:59Z [---] followers, [--] engagements "Pershing Square Holdings $PSH the London-listed US hedge fund run by @BillAckman to provide up to $1bn (750m) of financing for an insurance company acquisition by Howard Hughes $HHH that is part of his ambition to build modern-day Berkshire Hathaway. https://quoteddata.com/2025/12/pershing-square-holdings-puts-up-750m-to-back-howards-hughes-acquisition-of-insurer-vantage-group/ https://quoteddata.com/2025/12/pershing-square-holdings-puts-up-750m-to-back-howards-hughes-acquisition-of-insurer-vantage-group/" [X Link](https://x.com/QuotedData/status/2001984068188287175) 2025-12-19T11:52Z [---] followers, [---] engagements "James Carthew @QuotedData disappointed by Chrysalis $CHRY decision to wind down over three years and make no new investments. "It seems to confirm UK investors short-term mindset and underscores how bad we are as a nation in backing growing companies. https://quoteddata.com/2025/12/chrysalis-rejects-dual-share-class-structure-and-offers-shareholders-three-year-wind-down-with-continuation-vote/ https://quoteddata.com/2025/12/chrysalis-rejects-dual-share-class-structure-and-offers-shareholders-three-year-wind-down-with-continuation-vote/" [X Link](https://x.com/QuotedData/status/2001986773153710585) 2025-12-19T12:03Z [---] followers, [---] engagements "Power demand is booming ⚡ and Ecofin Global Utilities & Infrastructure Trust is plugged in. Essential infrastructure strong momentum future-ready. 🔌 #quoteddata #research #infrastructure #AI https://tinyurl.com/4u56e8se https://tinyurl.com/4u56e8se" [X Link](https://x.com/QuotedData/status/2002032541713203351) 2025-12-19T15:05Z [---] followers, [--] engagements "Regulation rocked the sector but Foresight Environmental Infrastructure is still on track 🌱⚙ Resilient cash flow green focus and eyes on growth. #quoteddata #research #infrastructure #renewables https://tinyurl.com/9krxrazb https://tinyurl.com/9krxrazb" [X Link](https://x.com/QuotedData/status/2002036845501182016) 2025-12-19T15:22Z [---] followers, [--] engagements "Pershing Square Holdings $PSH Bill Ackman has made a pitch to Elon Musk to help Tesla mogul float SpaceX next year. In a tweet on X Ackman suggested his firm Pershing Square Capital Mgmt could commit $4bn to the IPO that reports suggest could hit $1.5trn. https://quoteddata.com/2025/12/pershing-squares-bill-ackman-offers-to-help-elon-musk-float-spacex-and-invest-4bn-in-800bn-rocket-company/ https://quoteddata.com/2025/12/pershing-squares-bill-ackman-offers-to-help-elon-musk-float-spacex-and-invest-4bn-in-800bn-rocket-company/" [X Link](https://x.com/QuotedData/status/2003120117492887720) 2025-12-22T15:07Z [---] followers, [---] engagements "James Carthew @QuotedData says "it doesnt really make sense to me that $JCGI trades on a narrower discount than peers $BGCG & $FCSS after JPMorgan China Growth & Income narrows its underperformance with 29.3% for 12mths to [--] Sept vs MSCI China's 30.3%. https://quoteddata.com/2025/12/jpmorgan-china-posts-29-annual-return-but-has-more-to-do-in-recovering-from-2021-22-crash/ https://quoteddata.com/2025/12/jpmorgan-china-posts-29-annual-return-but-has-more-to-do-in-recovering-from-2021-22-crash/" [X Link](https://x.com/QuotedData/status/2003124198412341720) 2025-12-22T15:23Z [---] followers, [--] engagements "Majedie $MAJE the 146m absolute return fund beat its CPI+4% target in yr to [--] Sept capping off successful 3yrs under Marylebone Partners. James Carthew at @QuotedData says flexible funds like this are attractive alternatives to US Mag7 dominance. https://quoteddata.com/2025/12/non-us-funds-help-power-majedie-returns-keeping-flexible-fund-well-ahead-of-inflation/ https://quoteddata.com/2025/12/non-us-funds-help-power-majedie-returns-keeping-flexible-fund-well-ahead-of-inflation/" [X Link](https://x.com/QuotedData/status/2003127314633408954) 2025-12-22T15:35Z [---] followers, [--] engagements "Palace Capital $PCA jumps 5% after Lakestreet Capital Partners owner of 22.5% of the shares seeks to oust executive chair Steven Owen unless he speeds up the wind-down of the UK property investment company and slashes his excessive pay. https://quoteddata.com/2026/01/palace-capital-chair-steven-owen-in-fat-cat-row-as-leading-shareholder-demands-slashing-his-egregious-pay/ https://quoteddata.com/2026/01/palace-capital-chair-steven-owen-in-fat-cat-row-as-leading-shareholder-demands-slashing-his-egregious-pay/" [X Link](https://x.com/QuotedData/status/2008183243573735625) 2026-01-05T14:26Z [---] followers, [---] engagements "Capital Gearing Trust keeps it cautious trimming risk and backing inflation protection.📉 #QuotedData #research #CapitalGearingTrust #inflation https://tinyurl.com/QDCGTRES https://tinyurl.com/QDCGTRES" [X Link](https://x.com/QuotedData/status/2008902665099420022) 2026-01-07T14:04Z [---] followers, [--] engagements "Yet another UK real estate investment trust heads for the exit as Picton Property Income $PCTN puts itself up for sale in response to the chronic undervaluation of its shares. https://quoteddata.com/2026/01/picton-property-puts-itself-up-for-sale-saying-international-investors-want-bigger-reits/ https://quoteddata.com/2026/01/picton-property-puts-itself-up-for-sale-saying-international-investors-want-bigger-reits/" [X Link](https://x.com/QuotedData/status/2010979493398073565) 2026-01-13T07:37Z [---] followers, [----] engagements "$PCTN up 6% after launching strategic review. QuotedData analyst @RichWilliamsQD who tipped Picton Property last month says its status as a bid target made him choose it "although I thought it would take longer than two weeks to play out". Yet another UK real estate investment trust heads for the exit as Picton Property Income $PCTN puts itself up for sale in response to the chronic undervaluation of its shares. https://t.co/HjNkKJHQfo Yet another UK real estate investment trust heads for the exit as Picton Property Income $PCTN puts itself up for sale in response to the chronic" [X Link](https://x.com/QuotedData/status/2010996404055900552) 2026-01-13T08:44Z [---] followers, [---] engagements "Temple Bar Investment Trust continues to outperform trading at a premium to NAV and sticking with its valueled UK equity strategy. #QuotedData #Research #UKEquities #ValueInvesting https://tinyurl.com/QDTMPLRE1 https://tinyurl.com/QDTMPLRE1" [X Link](https://x.com/QuotedData/status/2011029876032356510) 2026-01-13T10:57Z [---] followers, [--] engagements "Annual results from Edinburgh Worldwide $EWI should encourage shareholders to support its board & @BaillieGifford vs Saba. The shares are recovering from 2022/23 crash & even before last month's doubling in SpaceX valuation EWI made a 947% return on it. https://quoteddata.com/2026/01/edinburgh-worldwides-investment-in-spacex-doubled-last-month-and-even-before-that-it-had-made-a-stonking-947-return-thats-why-shareholders-should-vote-against-saba/" [X Link](https://x.com/QuotedData/status/2011071483603202080) 2026-01-13T13:43Z [---] followers, [---] engagements "Saba Capital the activist hedge fund seeking to take control of Edinburgh Worldwide has launched its next campaign pressing Workspace Group $WKP to enter a managed wind-down with its shares languishing on a chronic 45% discount. https://quoteddata.com/2026/01/saba-pushes-out-of-favour-office-provider-workspace-to-wind-down-and-return-cash/ https://quoteddata.com/2026/01/saba-pushes-out-of-favour-office-provider-workspace-to-wind-down-and-return-cash/" [X Link](https://x.com/QuotedData/status/2011374411820290438) 2026-01-14T09:46Z [---] followers, [---] engagements "US private equity giant KKR and German utility RWE were the main winners alongside UKs SSE $SSE and Copenhagen Infrastructure Partners in a record UK offshore energy auction but unfortunately no capital starved renewables funds stranded on wide discounts https://quoteddata.com/2026/01/uk-takes-monumental-step-in-offshore-wind-but-renewables-funds-left-whistling-as-kkr-and-rwe-win-big-contracts-in-record-8-4gw-auction/ https://quoteddata.com/2026/01/uk-takes-monumental-step-in-offshore-wind-but-renewables-funds-left-whistling-as-kkr-and-rwe-win-big-contracts-in-record-8-4gw-auction/" [X Link](https://x.com/QuotedData/status/2011429845969047658) 2026-01-14T13:27Z [---] followers, [---] engagements "🚨Don't miss '@QuotedData's In The HotSeat' on Friday [--] January [----] at 11am where James Carthew will be joined by Richard Sem from Pantheon Infrastructure. #QuotedData #news #interview #Investing https://tinyurl.com/QDWNSPINT https://tinyurl.com/QDWNSPINT" [X Link](https://x.com/QuotedData/status/2011449338074190189) 2026-01-14T14:44Z [---] followers, [--] engagements "A shock for the sector as criminal charges loom for Home REIT. https://tinyurl.com/QDHOMEREIT https://tinyurl.com/QDHOMEREIT" [X Link](https://x.com/QuotedData/status/2011484250625696198) 2026-01-14T17:03Z [---] followers, [---] engagements "Stock markets in Europe and Asia fell and gold and silver rallied after the European Union considered retaliating against US president Donald Trumps threat to impose 10% tariffs in their dispute over Greenland. https://quoteddata.com/2026/01/markets-wobble-gold-rallies-as-eu-us-relations-risk-downward-spiral-in-tariff-war-over-greenland/ https://quoteddata.com/2026/01/markets-wobble-gold-rallies-as-eu-us-relations-risk-downward-spiral-in-tariff-war-over-greenland/" [X Link](https://x.com/QuotedData/status/2013289562399715474) 2026-01-19T16:36Z [---] followers, [--] engagements "Develop North $DVNO the tiny North-East of England investment fund looks to nearly quadruple with a 58m share issue at 81.6p 5.3% above net asset value & a 15% premium to Fridays closing price of 71p. Shares in the property debt fund jumped 4% to 74p. https://quoteddata.com/2026/01/morning-briefing-scottish-mortgage-rockets-over-its-30-unquoted-cap-develop-north-launches-58m-fund-raise-saba-lifts-labs-stake-plus-veil-jemi-frgt/" [X Link](https://x.com/QuotedData/status/2013291263923999173) 2026-01-19T16:43Z [---] followers, [--] engagements "JPMorgan Global Emerging Mkts Income $JEMI changes name toJPMorgan Em Mkts Dividend Inc saying it better reflects its income focus. It also distinguishes it from 1.4bn JPMorgan Emerging Mkts Growth & Inc $JMGI which changed from JPMorgan EmMkts last Nov https://quoteddata.com/2026/01/morning-briefing-scottish-mortgage-rockets-over-its-30-unquoted-cap-develop-north-launches-58m-fund-raise-saba-lifts-labs-stake-plus-veil-jemi-frgt/" [X Link](https://x.com/QuotedData/status/2013295131101655258) 2026-01-19T16:58Z [---] followers, [---] engagements "Workspace Group $WKP has replaced chief executive Laurence Hutchings as it prepares its defence strategy against hostile 13.5% shareholder Saba Capital which wants it to wind down. Charlie Green former CEO & co-founder of The Office Group takes charge. https://quoteddata.com/2026/01/workspace-changes-ceo-bringing-in-togs-charlie-green-to-fix-office-provider-and-fend-off-sabas-attack/ https://quoteddata.com/2026/01/workspace-changes-ceo-bringing-in-togs-charlie-green-to-fix-office-provider-and-fend-off-sabas-attack/" [X Link](https://x.com/QuotedData/status/2013296065915568525) 2026-01-19T17:02Z [---] followers, [---] engagements "James Carthew @quoteddata says "it's great to see at least one part of the investment companies sector thriving" as Invesco Bond Income Plus $BIPS the 418m 7%-yielding loan & bond fund on a small premium calls an EGM to renew its authority to issue 20% of new shares" [X Link](https://x.com/QuotedData/status/2013534720135454900) 2026-01-20T08:51Z [---] followers, [--] engagements "European Smaller Companies $ESCT declares first quarterly dividend under the new 5%-pay-out policy it undertook as part of its merger with high-yielding European Assets Trust last Oct. The 792m trust will pay 2.81p per share on 27Feb and at least that in May and August" [X Link](https://x.com/QuotedData/status/2013535650876625255) 2026-01-20T08:54Z [---] followers, [---] engagements "BH Macro $BHMG has negotiated an increase in the shares it can buy back as 1.3bn Brevan Howard hedge fund grapples with a 10% share price discount that looks set to trigger wind-up votes as well as undermining its record on capital preservation. https://quoteddata.com/2026/01/bh-macro-prepares-to-up-share-buybacks-as-share-class-votes-loom-and-wide-discount-knocks-its-safe-haven-appeal/ https://quoteddata.com/2026/01/bh-macro-prepares-to-up-share-buybacks-as-share-class-votes-loom-and-wide-discount-knocks-its-safe-haven-appeal/" [X Link](https://x.com/QuotedData/status/2013568861950415318) 2026-01-20T11:06Z [---] followers, [---] engagements "James Carthew @QuotedData: BH Macros returns have been lacklustre for a while now and trail by some distance the more defensively positioned trusts in the Flexible Investment sector such as Capital Gearing Personal Assets (PNL) Ruffer (RICA) and Global Opportunities (GOT)." BH Macro $BHMG has negotiated an increase in the shares it can buy back as 1.3bn Brevan Howard hedge fund grapples with a 10% share price discount that looks set to trigger wind-up votes as well as undermining its record on capital preservation. https://t.co/XDugQAJ3yK BH Macro $BHMG has negotiated an increase in the" [X Link](https://x.com/QuotedData/status/2013569352230920703) 2026-01-20T11:08Z [---] followers, [--] engagements "Edinburgh Worldwide $EWI has beaten Saba Capital for second time in a year. Shareholders representing 92.7% of shares voted rejected activist's resolutions to remove its board. More to follow" [X Link](https://x.com/QuotedData/status/2013614937629724964) 2026-01-20T14:09Z [---] followers, [----] engagements "Edinburgh Worldwide $EWI chair Jonathan Simpson-Dent thanks shareholders for rescuing it from Saba again & stating their belief in the trust's unique and differentiated mandate investing in some of the worlds most exciting & transformative companies. https://quoteddata.com/2026/01/edinburgh-worldwide-wins-activist-saba-fails-to-oust-investment-trusts-board-for-a-second-time/ https://quoteddata.com/2026/01/edinburgh-worldwide-wins-activist-saba-fails-to-oust-investment-trusts-board-for-a-second-time/" [X Link](https://x.com/QuotedData/status/2013636647338815499) 2026-01-20T15:36Z [---] followers, [--] engagements "Richard Stone chief executive of the Association of Investment Companies @AICPRESS says: This second win for Edinburgh Worldwide against Saba Capital shows how much ordinary investors value their investment trust. Hear Hear https://quoteddata.com/2026/01/edinburgh-worldwide-wins-activist-saba-fails-to-oust-investment-trusts-board-for-a-second-time/ https://quoteddata.com/2026/01/edinburgh-worldwide-wins-activist-saba-fails-to-oust-investment-trusts-board-for-a-second-time/" [X Link](https://x.com/QuotedData/status/2013637578470138111) 2026-01-20T15:39Z [---] followers, [---] engagements "Good morning. Wealth manager Rathbones has emerged with a 5.6% stake in Onward Opportunities $ONWD the 43m UK smaller companies trust managed by @hulse_laurence at Dowgate Wealth that published a full-year trading update last week" [X Link](https://x.com/QuotedData/status/2013901123036336149) 2026-01-21T09:06Z [---] followers, [---] engagements "Invesco Global Equity Income $IGET publishes a circular on its proposed merger with Franklin Global $FRGT. James Carthew @QuotedData says: "With the Invesco trust trading on a premium my inclination would be to roll into IGET rather than tick the cash at a 2% discount exit box."" [X Link](https://x.com/QuotedData/status/2013905581950599556) 2026-01-21T09:24Z [---] followers, [---] engagements "James Carthew @QuotedData says: Another great exit by Literacy Capital $BOOK that drives net asset value higher and cements it as in NAV terms one of the best-performing private equity funds over the past year . the discount now looks overwide in my view" [X Link](https://x.com/QuotedData/status/2013907649604039141) 2026-01-21T09:32Z [---] followers, [--] engagements "🚨Don't miss '@QuotedData's In The HotSeat Special' on Friday [--] January [----] at 11am where James Carthew will be hosting a panel discussion on Income funds for your ISA. #QuotedData #Panel #ISA https://tinyurl.com/QDISA2026 https://tinyurl.com/QDISA2026" [X Link](https://x.com/QuotedData/status/2014265952456597902) 2026-01-22T09:16Z [---] followers, [--] engagements "Correction: Smithson $SSON will change its name to SNINVC as the 1.6bn global smaller companies investment trust prepares to liquidate. However the open-ended investment company (OEIC) that replaces it will have the more conventional name of Smithson Equity Fund.😁 Smithson $SSON is to change its name to SNINVC under previously announced plans for 1.6bn global smaller companies investment trust to convert to an open-ended investment company. Two votes will be held next month for shareholders to approve the change. https://t.co/Zv5fEycRKp Smithson $SSON is to change its name to SNINVC under" [X Link](https://x.com/QuotedData/status/2014385980929671537) 2026-01-22T17:13Z [---] followers, [---] engagements "Taylor Maritime $TMI boss Edward Buttery said the shipping operator had scaled back its fleet on concerns of over-capacity and geopolitical uncertainty. TMI is buying 46% of its shares to return $143m to shareholders after selling [--] ships since [----]. https://quoteddata.com/2026/01/morning-briefing-fleet-fears-prompt-taylor-maritime-to-buy-back-49-of-its-shares-tritax-big-box-in-talks-to-let-flagship-heathrow-data-centre/ https://quoteddata.com/2026/01/morning-briefing-fleet-fears-prompt-taylor-maritime-to-buy-back-49-of-its-shares-tritax-big-box-in-talks-to-let-flagship-heathrow-data-centre/" [X Link](https://x.com/QuotedData/status/2014387935458537668) 2026-01-22T17:21Z [---] followers, [---] engagements "Develop North $DVNO the 20m North East of England investment company appoints Michelle Percy former director of investment and growth at Newcastle City Council as its new chief executive. This follows the launch of a 58m fundraise last week" [X Link](https://x.com/QuotedData/status/2015693675821461833) 2026-01-26T07:49Z [---] followers, [---] engagements "@QuotedData's @RichWilliamsQD is a bit in the middle on Lakestreet ousting Palace Capital $PCA board. He suggests in future wind-downs executive pay should be better aligned from the start so shareholders get value [--] money & managers are incentivised. https://quoteddata.com/2026/01/revolution-at-palace-capital-as-lakestreet-activists-win-control-of-uk-reit-completing-three-year-wind-down/ https://quoteddata.com/2026/01/revolution-at-palace-capital-as-lakestreet-activists-win-control-of-uk-reit-completing-three-year-wind-down/" [X Link](https://x.com/QuotedData/status/2015772956421439970) 2026-01-26T13:04Z [---] followers, [---] engagements "Venture capital trusts Gresham House Income & Growth VCT $GHV1 and Gresham House Income & Growth [--] VCT $GHV2 will look to raise up to 32.5m each in the 2025/26 tax year with an over-allotment facility to raise a further 15m" [X Link](https://x.com/QuotedData/status/2016056290393432122) 2026-01-27T07:50Z [---] followers, [---] engagements "$NBPE NB Private Equity Interim report released. Read more here: http://ow.ly/AJBB303vk1b http://ow.ly/AJBB303vk1b" [X Link](https://x.com/QuotedData/status/768133266385801216) 2016-08-23T17:10Z [---] followers, [--] engagements "NB Private Equity Partners announced it has issued 50m new [----] Zero Dividend Preference Shares raising 50m. $NBPE http://ow.ly/mmc0304d2yK http://ow.ly/mmc0304d2yK" [X Link](https://x.com/QuotedData/status/776078034550026240) 2016-09-14T15:19Z [---] followers, [--] engagements "Electra Private Equity sells 32% stake in Innovia for circa 106m. $ELTA http://ow.ly/A3iE307imC2 http://ow.ly/A3iE307imC2" [X Link](https://x.com/QuotedData/status/811186953806823425) 2016-12-20T12:30Z [---] followers, [--] engagements "GCP Asset Backed Income announces 15m revolving credit facility and further investment. $GABI http://ow.ly/AKqQ3082Afc http://ow.ly/AKqQ3082Afc" [X Link](https://x.com/QuotedData/status/820971416996773888) 2017-01-16T12:30Z [---] followers, [--] engagements "Electra in line to receive 66m from Axios sale of RISI. $ELTA http://ow.ly/Y6PK309ygTz http://ow.ly/Y6PK309ygTz" [X Link](https://x.com/QuotedData/status/837665140401139712) 2017-03-03T14:05Z [---] followers, [--] engagements "Electra sells balance of Allflex stake. $ELTA http://ow.ly/yM7o30abe6L http://ow.ly/yM7o30abe6L" [X Link](https://x.com/QuotedData/status/844872616670199808) 2017-03-23T11:25Z [---] followers, [--] engagements "Epiris sells Treetops Nurseries for Electra $ELTA http://ow.ly/FVvk30aoF2F http://ow.ly/FVvk30aoF2F" [X Link](https://x.com/QuotedData/status/847406822881247232) 2017-03-30T11:15Z [---] followers, [--] engagements "Electra Private Equity to receive 40m from the sale of its remaining stake in Hollywood Bowl. $ELTA http://ow.ly/eqSR30aEvP3 http://ow.ly/eqSR30aEvP3" [X Link](https://x.com/QuotedData/status/850373919450308608) 2017-04-07T15:45Z [---] followers, [--] engagements "Check out our 1st note on Polar Capital Global Healthcare Growth & Income Trust $PCGH - Extended life new objective http://buff.ly/2qICflR http://buff.ly/2qICflR" [X Link](https://x.com/QuotedData/status/864073890766737409) 2017-05-15T11:04Z [---] followers, [--] engagements "Epiris sells TechInsights to Oakley Capital. $ELTA #PrivateEquity http://ow.ly/CfOZ30bJpp0 http://ow.ly/CfOZ30bJpp0" [X Link](https://x.com/QuotedData/status/864108973607313408) 2017-05-15T13:23Z [---] followers, [--] engagements "Pacific Industrial & Logistics REIT purchases Leeds asset a logistics warehouse. $PILR https://buff.ly/2zwTlHh https://buff.ly/2zwTlHh" [X Link](https://x.com/QuotedData/status/930014893465587713) 2017-11-13T10:10Z [---] followers, [--] engagements "Pacific Industrial sells Bedford property. It completed the sale of an asset located at Hammond Road Bedford for a total consideration of GBP5.8 million on 16.11.17. The sale price represents a net initial yield of 6.0%. $PILR https://buff.ly/2z9HDmF https://buff.ly/2z9HDmF" [X Link](https://x.com/QuotedData/status/931566107047194625) 2017-11-17T16:54Z [---] followers, [--] engagements "Latest News: New manager for Schroder European Real Estate The Board have announced that from [--] January [----] Jeff ODwyer will take over all day-to-day responsibilities and Tony Smedley will cease to be involved. $SERE https://buff.ly/2zmBFit https://buff.ly/2zmBFit" [X Link](https://x.com/QuotedData/status/933015666029944832) 2017-11-21T16:54Z [---] followers, [--] engagements "BioPharma secures second deal for up to $200m. $BPCR https://buff.ly/2ATu5Mo https://buff.ly/2ATu5Mo" [X Link](https://x.com/QuotedData/status/938089087759765504) 2017-12-05T16:54Z [---] followers, [--] engagements "Majedie underperforms as absolute return investment loses money. In the year end [--] Sept [--] the NAV rose by 10.4% on a total return basis whilst the share price rose by 13.0% also on a total return basis. $MAJE https://buff.ly/2ASFQT2 https://buff.ly/2ASFQT2" [X Link](https://x.com/QuotedData/status/938145983850049536) 2017-12-05T20:40Z [---] followers, [--] engagements "Latest NEWS: Electra Private Equity reports that for the year ended [--] September [----] its NAV total return was 9% well behind that of the Mid [---] Index at 14%. $ELTA https://buff.ly/2Bf5Cl4 https://buff.ly/2Bf5Cl4" [X Link](https://x.com/QuotedData/status/938813860483616768) 2017-12-07T16:54Z [---] followers, [--] engagements "Polar Capital Global Healthcare announcing its results for the year ended [--] September [----] says that its NAV total return for the year amounted to 0.6% compared to a rise in the benchmark (the MSCI Global Healthcare Index) of 8.6%. $PCGH https://buff.ly/2BLBiw1 https://buff.ly/2BLBiw1" [X Link](https://x.com/QuotedData/status/943887293584216064) 2017-12-21T16:54Z [---] followers, [--] engagements "In the news today: Aberdeen Standard European Logistics invests in Frankfurt. $ASLI https://buff.ly/2CHXDKm https://buff.ly/2CHXDKm" [X Link](https://x.com/QuotedData/status/950829552766464002) 2018-01-09T20:40Z [---] followers, [--] engagements "News Update: BioPharma Credit makes $150m loan to NovoCure. $BPCR https://buff.ly/2EQTPbt https://buff.ly/2EQTPbt" [X Link](https://x.com/QuotedData/status/961971566518120448) 2018-02-09T14:34Z [---] followers, [--] engagements "AEW UK REIT has announced the acquisition of Diamond Business Park in Wakefield for GBP4.2m. $AEWU https://buff.ly/2EfRsxQ https://buff.ly/2EfRsxQ" [X Link](https://x.com/QuotedData/status/962063563652083712) 2018-02-09T20:40Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@QuotedData QuotedData
QuotedData posts on X about investment, private equity, trust, fund manager the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -8.80%
- [--] Month [------] +414%
- [--] Months [-------] +929%
- [--] Year [-------] +3,861%
Mentions: [--] #
- [--] Week [--] +1.20%
- [--] Month [---] +146%
- [--] Months [---] +393%
- [--] Year [---] +1,208%
Followers: [-----] #
- [--] Week [-----] +1.70%
- [--] Month [-----] +11%
- [--] Months [-----] +19%
- [--] Year [-----] +23%
CreatorRank: [-------] #
Social Influence
Social category influence finance 77.49% travel destinations 12.04% cryptocurrencies 12.04% stocks 10.99% countries 6.28% technology brands 5.24% financial services #2577 fashion brands 2.09% exchanges 1.57% celebrities 1.05%
Social topic influence investment #3524, private equity #356, trust #513, fund manager #1105, reit #87, in the 6.28%, $ewi #1, edinburgh #324, london 4.71%, ai 4.71%
Top accounts mentioned or mentioned by @bailliegifford @fundfanatic @richwilliamsqd @quoteddatas @boazweinstein @aicpress @baillie @mlccapman @finsburygt @spacex @xai @aberdeeninvuk @janushenderson @billackman @hulselaurence @markdampier @m21er @aminv3028
Top assets mentioned MNTN, Inc. (MNTN) American Coin (USA) Swarm Markets (SMT) Herc Holdings Inc. (HRI) AIC (AIC) Nebulas (NAS) Bucket Token (BUT) MangoMan Intelligent (MMIT) PinLink (PIN) ARMOUR Residential REIT, Inc. (ARR) PAC Protocol (PAC) Spire Inc. (SR)
Top Social Posts
Top posts by engagements in the last [--] hours
"Will there be anything left of Abrdn European Logistics Income $ASLI by time its largest shareholder DL Invest gets the vote on its wind-down it wants Another of ASLI's properties has been sold leaving just four remaining. https://quoteddata.com/2026/01/morning-briefing-impax-environmental-publishes-anti-saba-defence-harwood-backed-spire-healthcare-confirms-bid-talks-develop-north-appoints-chief-exec-plus-mpo/"
X Link 2026-01-26T12:49Z [----] followers, [---] engagements
"The showdown between Abrdn European Logistics Income $ASLI & DL Invest its largest shareholder will take place in London on [--] Feb. DL wants to replace Aberdeen as fund manager and stop companys wind-down. ASLI which has just four of [--] original properties left disagrees"
X Link 2026-01-28T08:45Z [----] followers, [---] engagements
"DL Invest the 18% shareholder vying to halt wind-down of Abrdn European Logistics Income $ASLI and become its fund manager says 112m REIT can be repositioned and its asset base rebuilt to over 1.5bn within [--] months using its investment pipeline. https://quoteddata.com/2026/02/morning-briefing-spacex-merges-with-xai-before-1-25tn-ipo-starling-bank-eyes-us-for-engine-expansion-hedge-funds-buy-labs-after-land-bid/ https://quoteddata.com/2026/02/morning-briefing-spacex-merges-with-xai-before-1-25tn-ipo-starling-bank-eyes-us-for-engine-expansion-hedge-funds-buy-labs-after-land-bid/"
X Link 2026-02-03T11:15Z [----] followers, [---] engagements
"We've had a look at 7%-yielding Invesco Bond Income Plus $BIPS which has three days left in its fund raise. Bond fund manager Rhys Davies is cautiously positive on his sector while keeping a careful eye on inflation. https://quoteddata.com/2026/02/isa-share-issue-cautious-bips-manager-rhys-davies-says-bond-markets-still-in-a-sweet-spot-for-income-investors/ https://quoteddata.com/2026/02/isa-share-issue-cautious-bips-manager-rhys-davies-says-bond-markets-still-in-a-sweet-spot-for-income-investors/"
X Link 2026-02-09T14:24Z [----] followers, [----] engagements
"VH Global Energy Infrastructure $ENRG shares rise after 300m international renewables fund lifts net asset value by 5.8% encouraged by what could be good demand for the assets it is preparing to sell as part of the 3yr wind-down approved in August. https://quoteddata.com/2025/11/vh-global-energy-shares-jump-on-sign-its-renewable-assets-may-fetch-good-price-in-wind-down/ https://quoteddata.com/2025/11/vh-global-energy-shares-jump-on-sign-its-renewable-assets-may-fetch-good-price-in-wind-down/"
X Link 2025-11-21T13:05Z [----] followers, [---] engagements
"James Carthew @quoteddata says while special voting shares can be abused proxy adviser ISS is wrong to oppose their introduction at Schiehallion $MNTN as they will help the 1.1bn @Baillie Gifford private equity fund to become an investment trust. https://quoteddata.com/2025/12/schiehallions-plans-to-become-investment-trust-at-risk-after-proxy-adviser-tells-investors-to-reject-new-voting-shares/ https://quoteddata.com/2025/12/schiehallions-plans-to-become-investment-trust-at-risk-after-proxy-adviser-tells-investors-to-reject-new-voting-shares/"
X Link 2025-12-02T13:45Z [----] followers, [---] engagements
"November saw explosive gains from several investment companies but other London-listed funds fizzled out. Amid all the noise there were big moves in share price ratings. As a result $MNTN and $ARR look interesting on 30% and 10% share price discounts. https://quoteddata.com/2025/12/trust-spot-amid-markets-fireworks-schiehallion-and-aurora-uk-alpha-might-deserve-a-second-look/ https://quoteddata.com/2025/12/trust-spot-amid-markets-fireworks-schiehallion-and-aurora-uk-alpha-might-deserve-a-second-look/"
X Link 2025-12-08T13:08Z [----] followers, [---] engagements
"Schiehallion $MNTN the 890m @BaillieGifford growth capital fund is on track to become an investment trust after clearing its way to a main listing with 98% of shareholder votes backing changes to its articles and the issue of special voting B-shares. https://quoteddata.com/2025/12/morning-briefing-schiehallion-wins-98-backing-in-trust-vote-avi-japan-offers-100-tender-aberdeen-equity-income-and-lowland-beat-all-share-baillie-gifford-european-falls-short/"
X Link 2025-12-09T15:38Z [----] followers, [---] engagements
"Pacific Assets $PAC the 418m sustainable focused Asia Pacific trust formally launches a strategic review after being disappointed by First Sentiers closure of its fund manager Stewart Investors in November. New managers are invited to apply. https://quoteddata.com/2025/12/morning-briefing-saba-doubles-stake-in-sdcl-energy-pacific-assets-launches-beauty-parade-schroder-bsc-still-mulling-options-regional-cuts-fund-management-fee/"
X Link 2025-12-11T13:35Z [----] followers, [---] engagements
"Abrdn European Logistics Income $ASLI has defied the call from its largest shareholder DL Invest to halt its wind-down and sale of assets saying the process is largely complete and the costs of changing corporate direction are too high. https://quoteddata.com/2025/12/abrdn-european-logistics-rejects-dl-invests-revival-plan-says-25-of-shareholders-want-wind-down-to-continue/ https://quoteddata.com/2025/12/abrdn-european-logistics-rejects-dl-invests-revival-plan-says-25-of-shareholders-want-wind-down-to-continue/"
X Link 2025-12-17T09:11Z [----] followers, [---] engagements
"Schroders Capital Global Innovation $INOV the former Woodford Patient Capital Trust being wound up rises 0.25p or 1.7% to 15.4p on a down day for the FTSE after sale of Bluewater Bio boosts liquidity for its next return of capital. https://quoteddata.com/2026/01/sale-of-bluewater-bio-boosts-pay-out-pot-at-inov-the-former-woodford-patient-capital-trust-one-year-into-wind-down/ https://quoteddata.com/2026/01/sale-of-bluewater-bio-boosts-pay-out-pot-at-inov-the-former-woodford-patient-capital-trust-one-year-into-wind-down/"
X Link 2026-01-20T13:46Z [----] followers, [----] engagements
"Spire Healthcare $SPI confirms reports that Bridgepoint & Triton are among potential bidders for the private hospital operator which weekend reports suggested could be sold for as much as 1.5bn. That could be good for Harwood Capital funds $AIC $NAS & $OIG which had 4% stake"
X Link 2026-01-26T07:33Z [----] followers, [---] engagements
"Montanaro UK Smaller Companies $MTU fund manager Montanaro Asset Management has lifted its holding in the 123m investment trust from 9% to 10%. It stands on a 4.5% discount"
X Link 2026-01-27T08:29Z [----] followers, [---] engagements
"AEW UK REIT $AEWU increased cover for its quarterly 2p dividend with 2.36p earnings per share in the last three months of [----]. The 7.5%-yielder made an underlying return of 2% for shareholders all of it from the dividend as the commercial property portfolio slipped 0.3%"
X Link 2026-01-28T07:50Z [----] followers, [---] engagements
"Partners Group Private Equity $PEY has used only 7.5m or half of its 15m share buyback programme since [--] October so will extend it through to [--] April to deploy the rest. The 715m investment company stands on a 22% discount"
X Link 2026-01-28T08:48Z [----] followers, [---] engagements
"Shares in listed renewables funds like $UKW $NESF $BSIF rise after government takes least damaging option in changing the inflation link in its ROC and FIT incentive payments. Dept for Energy is going for immediate switch from RPI to CPI. https://quoteddata.com/2026/01/renewables-funds-rally-as-government-opts-for-least-damaging-cpi-switch-in-indexation-reform/ https://quoteddata.com/2026/01/renewables-funds-rally-as-government-opts-for-least-damaging-cpi-switch-in-indexation-reform/"
X Link 2026-01-28T12:34Z [----] followers, [----] engagements
"Logical but big news for income investors from Greencoat UK Wind $UKW which will now link dividends to CPI not RPI following the government's indexation announcement yesterday. https://quoteddata.com/2026/01/greencoat-uk-wind-drops-long-standing-rpi-dividend-policy-and-shifts-pay-outs-to-cpi-after-government-inflation-change/ https://quoteddata.com/2026/01/greencoat-uk-wind-drops-long-standing-rpi-dividend-policy-and-shifts-pay-outs-to-cpi-after-government-inflation-change/"
X Link 2026-01-29T12:57Z [----] followers, [----] engagements
"Bad news from 3i Infrastructure $3IN which expects have to write off its 212m position in DNS:NET knocking 23p per share or 5.6% of net asset value following a "material worsening of the lending appetite for German fibre roll-out businesses""
X Link 2026-02-02T07:46Z [----] followers, [---] engagements
"Octopus Renewables Infrastructure Trust $ORIT reports further 4.8% hit to net asset value from falling power price forecasts and the government switch to CPI indexation on ROC incentives. NAV per share falls to 93.79p at [--] Dec from 98.46p at [--] Sept a 4.67p or 28.6m decline"
X Link 2026-02-02T07:52Z [----] followers, [---] engagements
"Oryx International Growth $OIG pleased by Apax Partners' 500p per share cash offer for Pinewood Technologies Group $PINE which it says could add about 22.5pps to net asset value of its small-cap portfolio"
X Link 2026-02-02T08:09Z [----] followers, [---] engagements
"GCP Infrastructure $GCP was the bigger beneficiary of today's social housing sales by Gravis Capital. It makes 43m to clear debts and hit a target of returning 50m to investors with the disposals in line with previous valuation. https://quoteddata.com/2026/02/9-yielding-gcp-infrastructure-sells-47-5m-of-properties-to-clear-debts-and-return-more-capital-to-shareholders/ https://quoteddata.com/2026/02/9-yielding-gcp-infrastructure-sells-47-5m-of-properties-to-clear-debts-and-return-more-capital-to-shareholders/"
X Link 2026-02-02T11:15Z [----] followers, [---] engagements
"Shares in Metlen Energy & Metals $MTLN up 1.6% after London-listed Greek company sells seven UK solar projects to Schroders Greencoat manager of Greencoat UK Wind $UKW & Greencoat Renewables $GRP. The purchase the second between the companies is on behalf of pension clients"
X Link 2026-02-04T08:38Z [----] followers, [---] engagements
"Finsbury Growth & Income $FGT down another 1% or 7p to 724p after yesterday's 6.3% or 49p fall following Anthropic's launch of a new "agentic" tool that upset some of fund manager Nick Train's high conviction positions. 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://t.co/HmRj1GrbwU Nick Trains Finsbury Growth & Income #FGT slides over 6% in AI scare as top [--] holdings Sage Experian London Stock Exchange Group and RELX"
X Link 2026-02-04T08:52Z [----] followers, [---] engagements
"Good morning Gavin Lumsden here. Just retweeting a significant update on Manchester & London $MNL cutting its stake in Microsoft $MSFT. Manchester & London #MNL fund manager Mark Sheppard @MLCCapman slashed his position in Microsoft #MSFT from 21.8% to 4.8%. He tells Citywire Microsoft would be shielded due to it being a hyperscaler that is growing very fast but decided to downsize. https://t.co/gNqQONnCab Manchester & London #MNL fund manager Mark Sheppard @MLCCapman slashed his position in Microsoft #MSFT from 21.8% to 4.8%. He tells Citywire Microsoft would be shielded due to it being a"
X Link 2026-02-05T07:42Z [----] followers, [---] engagements
"Target Healthcare $THRL the 660m REIT that owns [--] care homes says EPRA net tangible assets per share rose 1.4% to 119.4p at [--] Dec from 117.7p at [--] Sept mainly driven by inflation-linked rent reviews. 1.508pps quarterly dividend covered by 1.69p earnings"
X Link 2026-02-05T08:08Z [----] followers, [---] engagements
"Syncona $SYNC the 601m biotech fund struggling on a 41% share price discount has actively engaged with portfolio companies to maximise value and is confident of returning at least 250m to shareholders. Its life science investments made a 5% return in the last quarter"
X Link 2026-02-05T08:25Z [----] followers, [---] engagements
"Gresham House Asset Management manager of Strategic Equity Capital $SEC has cut its stake in the 145m UK smaller companies trust run by Ken Wotton from 20% to 16%"
X Link 2026-02-05T09:41Z [----] followers, [---] engagements
"Matthew Brockman chair of Hgs investment committee has commented on software selloff that crushed private equity fund $HGT shares this week Hg is helping its business software companies "mobilise" and become AI winners using their deep sector knowledge https://hgcapital.com/insights/everything-everywhere-but-not-all-at-once https://hgcapital.com/insights/everything-everywhere-but-not-all-at-once"
X Link 2026-02-05T10:33Z [----] followers, [----] engagements
"Shares in Finsbury Growth & Income $FGT @FinsburyGT rally 2.7% as fund manager Nick Train speaks out against the panic that hit software & data companies including top [--] holdings of his investment trust this week following Anthropic's move into legal project management 1/3"
X Link 2026-02-05T10:42Z [----] followers, [----] engagements
"Train: ''In our opinion long-term holdings London Stock Exchange Group (LSEG) Sage and RELX and newer holdings Autotrader Experian & Rightmove have a credible opportunity to bring AI-enhanced services to their customers an opportunity "
X Link 2026-02-05T10:42Z [----] followers, [---] engagements
"". based on their ownership of data assets that are not available to emerging large language models (LLMs) like ChatGPT or Anthropic. This is not a fantasy. All these companies are innovating and crucially growing more quickly as a result of their successful innovations.""
X Link 2026-02-05T10:42Z [----] followers, [---] engagements
"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"
X Link 2026-02-06T07:19Z [----] followers, [----] engagements
"Investec analyst Alan Brierley upgraded HgCapital $HGT from "hold" to "buy" yesterday after its 25% fall left it on 31% discount saying "we find it unlikely that the disruption will be as ubiquitous and instantaneous for HGTs portfolio as this move implies""
X Link 2026-02-06T07:25Z [----] followers, [---] engagements
"Jupiter Fund Management disclosed a 5.46% stake in $HGT yesterday afternoon helping the investment trust's shares rally 6%. It bought on Tuesday when the shares slumped"
X Link 2026-02-06T07:29Z [----] followers, [---] engagements
"HgCapital $HGT also announced yesterday evening it was investing 93m in Hg's $6.4bn buyout of US enterprise software provider OneStream. Shareholders in the Nasdaq-listed company will receive $24 cash per share a 31% premium to the share price"
X Link 2026-02-06T07:49Z [----] followers, [---] engagements
"Here's our story on HgCapital Trust $HGT so far. The shares are up another 6%. https://quoteddata.com/2026/02/hgcapital-rallies-after-investec-upgrades-jupiter-buys-stake-and-board-buys-back-shares-offering-significant-value/ https://quoteddata.com/2026/02/hgcapital-rallies-after-investec-upgrades-jupiter-buys-stake-and-board-buys-back-shares-offering-significant-value/"
X Link 2026-02-06T09:00Z [----] followers, [---] engagements
"JPMorgan Global Core Real Assets $JARA has bought and cancelled over 21.8m shares or 28.9% of its share capital at a price of 94.055814p in order to return the 20.5m to shareholders it announced on [--] January as part of its wind-down"
X Link 2026-02-06T10:11Z [----] followers, [---] engagements
"Baker Steel $BSRT fund manager Trevor Steel: "The parabolic rise in gold and silver prices could not continue forever. We expect the precious metal prices to remain volatile in the short term but the recent pullback may present a window of opportunity for long-term investors""
X Link 2026-02-06T10:33Z [----] followers, [---] engagements
"Japan is changing Inflation governance reform and global earnings are reshaping the story. Nicholas Weindling of JPMorgan Japanese tells us why a market many ignored is starting to look very different👀 #QuotedData #Research #Japan #Stocks #Markets https://tinyurl.com/QDPJFJ https://tinyurl.com/QDPJFJ"
X Link 2026-02-06T17:30Z [----] followers, [--] engagements
"Good morning Saba Capital disclosed 5% stake in HarbourVest Global Private Equity $HVPE last week joining fellow activist Asset Value Investors (AVI) which has 3.3% of the 2.3bn listed fund which last month called on it to consider a wind-up or sale to solve its wide discount"
X Link 2026-02-09T07:16Z [----] followers, [---] engagements
"Volatility hit tech & data-heavy UK trusts as AI buzz spooked investors. Managers say long-term prospects still solid despite short-term selling pressure. 📊🤖 #QuotedData #AI #InvestmentTrusts #Investing https://tinyurl.com/QDview20 https://tinyurl.com/QDview20"
X Link 2026-02-09T10:32Z [----] followers, [---] engagements
"@BaillieGifford has hiked its SpaceX valuation by 87% according to [--] of its investment trusts inc Scottish Mortgage. Citing a trigger event $SMT said SpaceX made up 15.3% of net assets up from 8.2% at [--] Nov. $EWI $USA & $MNTN made similar statements. https://quoteddata.com/2025/12/baillie-gifford-hikes-spacex-valuation-by-87/ https://quoteddata.com/2025/12/baillie-gifford-hikes-spacex-valuation-by-87/"
X Link 2025-12-16T18:20Z [----] followers, [---] engagements
"Scottish Mortgage Trust $SMT confirms that last months doubling in SpaceX valuation to $800bn pushed it above the 30% cap on unquoted companies with 35.2% of the 15.7bn portfolio in unlisted stocks. SpaceX is now a 15.2% holding the trusts biggest. https://quoteddata.com/2026/01/morning-briefing-scottish-mortgage-rockets-over-its-30-unquoted-cap-develop-north-launches-58m-fund-raise-saba-lifts-labs-stake-plus-veil-jemi-frgt/"
X Link 2026-01-19T16:39Z [----] followers, [---] engagements
"Interesting to see Asset Value Investors cut its holding in listed private equity fund Oakley Capital Investments $OCI from 9.9% to 4.8%. On Friday the activist investor of $AGT and $MIGO attacked HarbourVest Global Private Equity $HVPE over its 28% share price discount"
X Link 2026-01-26T07:38Z [----] followers, [---] engagements
"Murray Income Trust $MUT the 887m UK equity income trust is still finalising switch from fund manager Aberdeen announced in November but expects Artemis will take over its portfolio from [--] March once an investment management agreement and other documentation have been signed"
X Link 2026-01-28T08:46Z [----] followers, [---] engagements
"@SpaceX the Elon Musk rocket and satellite company backed by @BaillieGifford investment trusts $SMT $EWI $USA and $MNTN has merged with @xAi his artificial intelligence startup saying the energy to properly develop AI is only available in space / the sun. To the stars @SpaceX & @xAI are now one company To the stars @SpaceX & @xAI are now one company"
X Link 2026-02-03T07:45Z [----] followers, [---] engagements
"Schroders $SDR leaps 29% close to Nuveen 590p cash offer. Conscious of opposition the US takeover could provoke the companies said the combined group would channel more long-term capital into the UK and Schroders brand and London HQ would be retained. https://quoteddata.com/2026/02/us-fund-manager-nuveen-buys-schroders-for-10bn/ https://quoteddata.com/2026/02/us-fund-manager-nuveen-buys-schroders-for-10bn/"
X Link 2026-02-12T08:59Z [----] followers, [---] engagements
"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://quoteddata.com/2026/02/brunner-lags-ai-driven-global-markets-but-vows-to-do-better-when-excessive-concentration-unwinds/ https://quoteddata.com/2026/02/brunner-lags-ai-driven-global-markets-but-vows-to-do-better-when-excessive-concentration-unwinds/"
X Link 2026-02-12T14:06Z [----] followers, [----] engagements
"HSBC Multi Factor Worldwide Equity ETF blends global equity exposure with a factor tilt and has shown modest outperformance vs its benchmark.📊🌍 #QuotedData #Research #ETFs #GlobalEquity https://tinyurl.com/QDHSBC https://tinyurl.com/QDHSBC"
X Link 2026-02-13T13:18Z [----] followers, [---] engagements
"Valhalla Ventures the holding company of Preqin billionaires Mark OHare and his wife Linda raised its new position in HgCapital Trust $HGT from 3.3% to 4.4% this week. https://quoteddata.com/2026/02/morning-briefing-preqin-founder-raises-hgcapital-stake-to-94m-saba-lifts-seit-scp-custodian-property-income-holds-talks-with-family-offices-plus-sst-blnd-land-sync/ https://quoteddata.com/2026/02/morning-briefing-preqin-founder-raises-hgcapital-stake-to-94m-saba-lifts-seit-scp-custodian-property-income-holds-talks-with-family-offices-plus-sst-blnd-land-sync/"
X Link 2026-02-13T13:48Z [----] followers, [--] engagements
"Abrdn European Logistics Income $ASLI tumbled after DL Invest an 18% shareholder demanded the real estate investment trust halt its wind-down which it claimed was damaging investors and the stock traded ex-dividend ahead of its latest return of capital. https://quoteddata.com/2025/12/abrdn-european-logistics-income-plunges-after-dl-invest-threatens-to-halt-wind-down-it-says-is-damaging-shareholders/ https://quoteddata.com/2025/12/abrdn-european-logistics-income-plunges-after-dl-invest-threatens-to-halt-wind-down-it-says-is-damaging-shareholders/"
X Link 2025-12-15T13:54Z [----] followers, [----] engagements
"Decision to wind down $ASLI was wrong says @RichWilliamsQD @QuotedData: "We agree that there is now a hole in the London-listed REIT space for a property company focused on European logistics but were not sure whether ASLI is the right vehicle to plug it" https://quoteddata.com/2025/12/abrdn-european-logistics-income-plunges-after-dl-invest-threatens-to-halt-wind-down-it-says-is-damaging-shareholders/ https://quoteddata.com/2025/12/abrdn-european-logistics-income-plunges-after-dl-invest-threatens-to-halt-wind-down-it-says-is-damaging-shareholders/"
X Link 2025-12-15T13:58Z [----] followers, [---] engagements
"Impax Environmental Markets $IEM follows Herald $HRI in launching a 100% tender offer in a bid to rid itself of Saba Capital the activist hedge fund that has built a 20.7% stake in the 763m investment trust and which it fears is trying to gain control. https://quoteddata.com/2026/01/impax-environmental-markets-looks-to-flush-out-relentless-saba-with-100-tender-offers/ https://quoteddata.com/2026/01/impax-environmental-markets-looks-to-flush-out-relentless-saba-with-100-tender-offers/"
X Link 2026-01-16T08:01Z [----] followers, [---] engagements
"Activist Saba Capital lift its stake in Life Science REIT $LABS the 131m specialist property investor four months into a managed wind-down from 11.1% to 13.3%. https://quoteddata.com/2026/01/morning-briefing-scottish-mortgage-rockets-over-its-30-unquoted-cap-develop-north-launches-58m-fund-raise-saba-lifts-labs-stake-plus-veil-jemi-frgt/ https://quoteddata.com/2026/01/morning-briefing-scottish-mortgage-rockets-over-its-30-unquoted-cap-develop-north-launches-58m-fund-raise-saba-lifts-labs-stake-plus-veil-jemi-frgt/"
X Link 2026-01-19T16:46Z [----] followers, [---] engagements
"Update: Spire Healthcare $SPI has shot up 20% on confirmation of 1.5bn private equity bid talks. Holders $AIC and $NAS up just 1% though. https://quoteddata.com/2026/01/morning-briefing-impax-environmental-publishes-anti-saba-defence-harwood-backed-spire-healthcare-confirms-bid-talks-develop-north-appoints-chief-exec-plus-mpo/ https://quoteddata.com/2026/01/morning-briefing-impax-environmental-publishes-anti-saba-defence-harwood-backed-spire-healthcare-confirms-bid-talks-develop-north-appoints-chief-exec-plus-mpo/"
X Link 2026-01-26T12:40Z [----] followers, [---] engagements
"Listed landlord Grainger $GRI up 1.6% on news that Connected Living London its JV with property arm of Transport for London is forward funding & buying a 195-home build to rent scheme in West London to be developed by housebuilder Barratt Redrow $BTRW. https://quoteddata.com/2026/01/morning-briefing-impax-environmental-publishes-anti-saba-defence-harwood-backed-spire-healthcare-confirms-bid-talks-develop-north-appoints-chief-exec-plus-mpo/"
X Link 2026-01-26T12:45Z [----] followers, [---] engagements
"Wealth manager RBC Europe disclosed a 5% stake in Capital Gearing Trust $CGT on behalf of its clients yesterday. The 800m wealth preservation fund stands on a 2% discount"
X Link 2026-01-27T08:40Z [----] followers, [---] engagements
"CORRECTION It is Gore Street Energy Storage $GSF that has made two appointments and completed the overhaul of its board not $GRID as stated earlier. Apologies. Gresham House Energy Storage $GRID completes overhaul of its board. Keith Pickard a chartered accountant & former COO at InfraRed Capital Partners will join battery fund as audit chair on [--] Feb. Christine Higgins former ANZ NAB and BofA banker will join as SID on [--] Feb. Gresham House Energy Storage $GRID completes overhaul of its board. Keith Pickard a chartered accountant & former COO at InfraRed Capital Partners will join battery"
X Link 2026-01-27T09:00Z [----] followers, [---] engagements
"Update from Oakley Capital Investments $OCI shows 914m private equity fund targeting tech education consumer & biz services companies in Europe made 6% return last year with 90% of valuation rise driven by earnings growth. [--] holdings made big gains but Time Out $TMO weighed"
X Link 2026-01-28T07:46Z [----] followers, [---] engagements
"Molten Ventures $GROW) the 896m investor in unquoted tech firms will launch a new 10m share buyback programme once the current one started in October expires. The venture capital fund stands on a 29% discount. It has now committed 60m to share buybacks since July 2024"
X Link 2026-01-28T08:46Z [----] followers, [---] engagements
"Investment trust bargain hunter City of London $CLIG has lifted its stake in Mobius $MMIT to 27.2% from 26% as the 94m global emerging small companies trust trades on a wide 12% discount"
X Link 2026-02-02T08:51Z [----] followers, [---] engagements
"Good morning Gavin Lumsden aka @FundFanatic here. There's been a flurry of disclosures in $LABS after last week's $LAND bid. Trium Capital emerged with 3.3% Glazer Capital % UBS 5.1% JP Morgan 7.2%. Legal & General cut its holding to just below 3% & Rathbone at 3% from 10.6%"
X Link 2026-02-03T07:30Z [----] followers, [---] engagements
"Herald $HRI cancels its 100% tender offer and tomorrow's meeting to approve it after activist hedge fund Saba voted its 30.7% stake against the resolution. The two sides are in talks to find a solution. https://www.londonstockexchange.com/news-article/HRI/cancellation-of-tender-offer/17444290 https://www.londonstockexchange.com/news-article/HRI/cancellation-of-tender-offer/17444290"
X Link 2026-02-03T12:59Z [----] followers, [---] engagements
"Abrdn Diversified Income & Growth $ADIG nears end of its wind-down with plans to return 43.7m to shareholders next month and put itself into voluntary liquidation after completing 22.4m of fund sales and agreeing to sell a 50% stake in another fund for 6.5m"
X Link 2026-02-04T08:16Z [----] followers, [---] engagements
"Santa Monica-based activist Almitas Capital has reduced its position in 94m Mobius $MMIT from 6.6% to 1.9%. Separately emerging markets smaller companies fund says its chair Maria Luisa Cicognani is stepping down after eight years on the board. SID Gyula Schuch will succeed her"
X Link 2026-02-05T10:04Z [----] followers, [---] engagements
"NatWest $NWG confirms reports of deal to buy Evelyn Partners with transaction valuing wealth manager at 2.7bn to add 59bn assets under management alongside private bank Coutts. Evelyn a big investor in investment companies has [---] financial planners & [---] investment managers"
X Link 2026-02-09T08:05Z [----] followers, [---] engagements
"Good morning Investment Week reported a significant UK appointment by Saba Capital as it ramps up efforts to launch its own fund or take control of someone else's $HRI $IEM. 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. US activist hedge fund bolsters its UK operation with appointment of James Waterlow ex corporate broker at Singer to be managing director to work"
X Link 2026-02-10T07:21Z [----] followers, [---] engagements
"Morningstar data shows $BSRT on a 20% discount but that's out of date and in fact the gap to NAV was more like 27% though today's rise in the mining fund's shares will have narrowed that a bit. Baker Steel Resources Trust $BSRT up 4.6% extending its impressive year-to-date gains after launching first share buyback programme in [--] years & flagging potential further gains in its biggest investment the unquoted Australian miner Futura Resources. https://t.co/U6g1Rckt9f Baker Steel Resources Trust $BSRT up 4.6% extending its impressive year-to-date gains after launching first share buyback"
X Link 2026-02-10T11:16Z [----] followers, [---] engagements
"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"
X Link 2026-02-10T12:56Z [----] followers, [----] engagements
"This is the letter from Saba to $EWI shareholders making the same points as last time around performance partial sale of SpaceX and the failure to disclose EWI chair's previous employment at Homeserve. https://sabacapital.s3.us-west-1.amazonaws.com/Saba+Capital+Letter+to+EWI+Shareholders+(Feb.+10+2026).pdf https://sabacapital.s3.us-west-1.amazonaws.com/Saba+Capital+Letter+to+EWI+Shareholders+(Feb.+10+2026).pdf"
X Link 2026-02-10T12:56Z [----] followers, [---] engagements
"Abrdn Diversified Income and Growth $ADIG confirms it will return 43.7m or 14.5p per share to shareholders via its B-share scheme as part of its wind-down"
X Link 2026-02-11T07:29Z [----] followers, [---] engagements
"International Biotechnology Trust $IBT the top performer in its sector over [--] years has had to correct its net asset value statements this year after an administrative error meant the 15.6p dividend declared in December was not deducted from the NAV. https://www.londonstockexchange.com/news-article/IBT/restatement-of-net-asset-value-s/17454892 https://www.londonstockexchange.com/news-article/IBT/restatement-of-net-asset-value-s/17454892"
X Link 2026-02-11T07:39Z [----] followers, [---] engagements
"British Land $BLND has made a recommended cash and share bid for Life Science REIT $LABS agreeing to pay 14.1p per share in cash and [----] of its shares for the beleaguered property fund. That's a 21% premium to the 35.4p closing price & 26% discount to value of its portfolio"
X Link 2026-01-28T07:21Z [----] followers, [---] engagements
"Look out for Japan investment trusts $AJOT $BGS $BGFD $CCJI $JFJ $NAVF $SJG this morning after Nikkei [---] soars 3.9% to new high of [-----] after PM Sanae Takaichi wins landslide election victory"
X Link 2026-02-09T07:21Z [----] followers, [---] engagements
"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"
X Link 2026-02-11T07:27Z [----] followers, [----] engagements
"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://quoteddata.com/2026/02/preqin-billionaires-pounce-on-hgcapital-with-69m-stake-after-anthropic-scare-hits-private-equity-fund/ https://quoteddata.com/2026/02/preqin-billionaires-pounce-on-hgcapital-with-69m-stake-after-anthropic-scare-hits-private-equity-fund/"
X Link 2026-02-11T12:01Z [----] followers, [---] engagements
"Good morning the big news is FTSE [---] fund management group Schroders $SDR has accepted a 9.9bn cash bid from US investment group Nuveen another prominent loss to the UK stock market although shareholders may appreciate the 29% premium to nights closing price of 456p"
X Link 2026-02-12T07:50Z [----] followers, [---] engagements
"Bellevue Healthcare $BBH will hold meeting on [--] March for shareholders to approve investment policy of new fund manager Columbia Threadneedle. BBH offering 100% tender offer but if assets fall 55m from current 105m CT will withdraw. It will invest $25m (18m) to bulk out fund"
X Link 2026-02-12T09:26Z [----] followers, [---] engagements
"Renewables Infrastructure Group $TRIG takes out 200m in loans to cut its 398m overdraft. James Carthew @QuotedData: With 10yr gilts offering a yield of 4.55% TRIGs weighted average interest rate of 5.23% on debt that matures in about [----] years looks pretty competitive"
X Link 2026-02-12T14:00Z [----] followers, [---] engagements
"Picton Property Income $PCTN rallied nearly 6% yesterday after the UK real estate investment trust said 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 2026-02-12T14:02Z [----] followers, [---] engagements
"James Carthew @quoteddata says $BUT is picking up. "It is encouraging that it now ranks as the best-performing global trust over three & six months. This reflects the gyrations in the share prices of the AI mega caps and the marked underperformance of US stocks over that period.""
X Link 2026-02-12T14:06Z [----] followers, [---] engagements
"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://quoteddata.com/2026/02/saba-offers-edinburgh-worldwide-shareholders-a-full-cash-exit-if-it-succeeds-in-third-bid-to-gain-control/ https://quoteddata.com/2026/02/saba-offers-edinburgh-worldwide-shareholders-a-full-cash-exit-if-it-succeeds-in-third-bid-to-gain-control/"
X Link 2026-02-12T14:09Z [----] followers, [---] engagements
"🚨Don't miss '@QuotedData's In The HotSeat' on Friday [--] February [----] at 11am where James Carthew will be joined by Richard Aston & Theo Wyld of CC Japan Income & Growth. #QuotedData #news #interview #Investing #Japan #CCJI https://tinyurl.com/QDCCJI https://tinyurl.com/QDCCJI"
X Link 2026-02-12T17:25Z [----] followers, [---] engagements
"Good morning Alexander Darwall's European Opportunities Trust $EOT could be next investment trust after Smithson to convert to an open-ended fund after receiving proposal from River Global owner of Darwall's management company. The 405m listed fund has begun a strategic review"
X Link 2026-02-13T07:36Z [----] followers, [---] engagements
"European Opportunities Trust $EOT rises 2.2% narrowing what was only a 5.6% discount on news of the strategic review. James Carthew @QuotedData says: It is a shame to see the decline of EOT which at one time was the leading trust in its sector." 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 2026-02-13T09:15Z [----] followers, [---] engagements
"Invesco Bond Income Plus $BIPS raises 25m & has approval to issue another c57m to support demand for the 7%-yielder. James Carthew @QuotedData said: 25m is not a bad result for BIPS and we would expect the trust to continue to grow from here. https://quoteddata.com/2026/02/invesco-bond-income-takes-in-25m-and-looks-to-raise-more/ https://quoteddata.com/2026/02/invesco-bond-income-takes-in-25m-and-looks-to-raise-more/"
X Link 2026-02-13T09:20Z [----] followers, [---] engagements
"Fidelity Emerging Markets blends long and short stock picks to help manage EM swings with a quality focus backed by global research. #QuotedData #Research #EmergingMarkets #Investing https://tinyurl.com/QDREFEML https://tinyurl.com/QDREFEML"
X Link 2026-02-13T13:16Z [----] followers, [--] engagements
"Vietnam seems to be shaking off tariff drag and hitting reform-led growth. Vietnam Holding remains attractively priced with an FTSE upgrade ahead. 📈🌏 #QuotedData #Research #Vietnam #Investing https://tinyurl.com/QDREVNH https://tinyurl.com/QDREVNH"
X Link 2026-02-13T13:25Z [----] followers, [--] engagements
"Oakley Capital is leaning into under-digitised Southern Europe with notable tech success and an attractive NAV discount. 📊📍 #QuotedData #Research #PrivateEquity #Investing #SouthernEurope https://tinyurl.com/QDOCI https://tinyurl.com/QDOCI"
X Link 2026-02-13T13:26Z [----] followers, [--] engagements
"Active ETFs investing in Japan have enjoyed a good start to the year on the back of the country's election result. https://quoteddata.com/2026/02/japan-active-etfs-enjoy-cracking-start-after-takaichi-win/ https://quoteddata.com/2026/02/japan-active-etfs-enjoy-cracking-start-after-takaichi-win/"
X Link 2026-02-13T13:50Z [----] followers, [--] engagements
"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://quoteddata.com/2026/02/diverse-income-considers-switching-to-open-ended-fund-to-remove-discount-risk/ https://quoteddata.com/2026/02/diverse-income-considers-switching-to-open-ended-fund-to-remove-discount-risk/"
X Link 2026-02-13T13:53Z [----] followers, [---] engagements
"Saba Capital boss @boazweinstein increased pressure on Pantheon International $PIN to do more to narrow its 29% share price discount by taking 5% stake in 1.5bn listed private equity fund and calling on it to sell a fund holding to buy back more shares. https://quoteddata.com/2025/11/saba-takes-5-stake-in-pantheon-international-and-urges-private-equity-fund-to-sell-a-fund-investment/ https://quoteddata.com/2025/11/saba-takes-5-stake-in-pantheon-international-and-urges-private-equity-fund-to-sell-a-fund-investment/"
X Link 2025-11-24T13:01Z [---] followers, [---] engagements
"Shires Income $SHRSa 112mhigh-yieldingUK equity and bond income fundsaw all sectors in its portfolio rise in six months to [--] September as @aberdeenInv_UK fund manager Ian Pyle's stock picks handsomelybeat the FTSE All-Share with a 15% return. https://quoteddata.com/2025/11/shires-income-gains-nice-uplift-outperforming-ftse-all-share-as-uk-rallies-from-april-low/ https://quoteddata.com/2025/11/shires-income-gains-nice-uplift-outperforming-ftse-all-share-as-uk-rallies-from-april-low/"
X Link 2025-11-24T13:08Z [---] followers, [---] engagements
"Budget noise This REIT stays steady. Rental income keeps flowing even in choppy waters.🏢 #quoteddata #research #REITs #realestate #dividends https://tinyurl.com/QDVIEW10 https://tinyurl.com/QDVIEW10"
X Link 2025-11-24T14:41Z [---] followers, [---] engagements
"AI chipmaker Nvidia has backed a Revolutfund-raising that lifts 10-year-old fintech's valuation by $30bn to $75bn(57bn). That's more than high street banks BARCLLOY & NWG. It's good news for Schroders Capital Global Innovation $INOV also an investor https://quoteddata.com/2025/11/revoluts-valuation-jumps-to-75bn-in-nvidia-backed-fund-raise-that-is-boost-for-schroders-capital-global-innovation/ https://quoteddata.com/2025/11/revoluts-valuation-jumps-to-75bn-in-nvidia-backed-fund-raise-that-is-boost-for-schroders-capital-global-innovation/"
X Link 2025-11-25T09:47Z [---] followers, [---] engagements
"Montanaro UK Smaller Companies $MTU fund manager Charles Montanaro says the value headwinds blowing against his quality growth style wont last forever. But can the 30-year-old investment trust afford to wait having bought back 30% of its shares in https://quoteddata.com/2025/11/revealed-montanaro-uk-smaller-companies-has-bought-back-30-of-its-shares-this-year-to-keep-activist-saba-at-bay/ https://quoteddata.com/2025/11/revealed-montanaro-uk-smaller-companies-has-bought-back-30-of-its-shares-this-year-to-keep-activist-saba-at-bay/"
X Link 2025-11-25T09:53Z [---] followers, [--] engagements
"CG Asset Management has launched website for $HICL Infrastructure shareholders opposed to its 5.3bn merger with renewables fund $TRIG. It has also gained the support of [--] signatories for a second letter to HICL chair Mike Bane https://quoteddata.com/2025/11/cgam-gathers-11-signatories-and-launches-website-to-rally-shareholders-against-hicl-trig-merger/ https://concernedhiclshareholders.co.uk/ https://quoteddata.com/2025/11/cgam-gathers-11-signatories-and-launches-website-to-rally-shareholders-against-hicl-trig-merger/ https://concernedhiclshareholders.co.uk/"
X Link 2025-11-25T10:03Z [---] followers, [---] engagements
"Cordiant Digital Infrastructure $CORD shares have jumped 5% after 752m investment company chalked up stronger-than-expected 10% return in six months to [--] September. Chair Shonaid Jemmett-Page says the 26% share price discount remains unwarranted. https://quoteddata.com/2025/11/morning-briefing-cordiant-digital-returns-10-in-six-months-seraphims-iceye-valuation-cut-6-plus-cldn-grow-mpo-pmgr/ https://quoteddata.com/2025/11/morning-briefing-cordiant-digital-returns-10-in-six-months-seraphims-iceye-valuation-cut-6-plus-cldn-grow-mpo-pmgr/"
X Link 2025-11-25T13:13Z [---] followers, [---] engagements
"Polar Capital Global Healthcare $PCGH receives a massive endorsement from shareholders and proceeds to the next stage of its journey after less than a quarter of shares were tendered in the companys 100% exit. https://quoteddata.com/2025/11/polar-capital-global-healthcare-over-three-quarters-of-shareholders-ignore-exit-in-overwhelming-support-for-trust/ https://quoteddata.com/2025/11/polar-capital-global-healthcare-over-three-quarters-of-shareholders-ignore-exit-in-overwhelming-support-for-trust/"
X Link 2025-11-26T07:55Z [---] followers, [--] engagements
"The chancellors need to fill the budget black hole trumped over her wish to encourage investing and saving as Rachel Reeves lifted income tax on dividends and interest by 2% and created new bands for rental income. #Budget2025 https://quoteddata.com/2025/11/budget-2025-chancellor-targets-investors-with-odd-tax-rises-on-dividends-interest-and-rents/ https://quoteddata.com/2025/11/budget-2025-chancellor-targets-investors-with-odd-tax-rises-on-dividends-interest-and-rents/"
X Link 2025-11-27T12:59Z [---] followers, [--] engagements
"Chancellor gave employers & workers three years to prepare for her well trailed hit on salary sacrifice pensions. As a result experts think she is highly unlikely to generate the billions in revenue she wants. #Budget2025 https://quoteddata.com/2025/11/budget-2025-reeves-gives-middle-earners-three-years-warning-of-her-7-4bn-pension-tax-raid/ https://quoteddata.com/2025/11/budget-2025-reeves-gives-middle-earners-three-years-warning-of-her-7-4bn-pension-tax-raid/"
X Link 2025-11-27T13:07Z [---] followers, [--] engagements
"Macau Property Opportunities $MPO crashes to all-time low after shareholders refuse to support its emergency fund raising. Board warns liquidation is possible if lenders seize control. James Carthew @QuotedData still thinks "heads should roll". https://quoteddata.com/2025/11/macau-property-plunges-as-emergency-fund-raise-collapses/ https://quoteddata.com/2025/11/macau-property-plunges-as-emergency-fund-raise-collapses/"
X Link 2025-11-27T13:14Z [---] followers, [--] engagements
"Fund management group M&G a 3.4% shareholder in HICL Infrastructure $HICL has joined rebel investors in calling for it to abandon a planned 5.3bn merger with The Renewables Infrastructure Group $TRIG according to The Times. https://quoteddata.com/2025/11/mg-joins-hicl-rebels-in-rejecting-trig-merger-that-has-no-strategic-nor-financial-rationale/ https://quoteddata.com/2025/11/mg-joins-hicl-rebels-in-rejecting-trig-merger-that-has-no-strategic-nor-financial-rationale/"
X Link 2025-11-28T08:42Z [---] followers, [---] engagements
"Association of Investment Companies @AICPRESS urges shareholders in Edinburgh Worldwide $EWI to vote in the forthcoming general meeting called by Saba Capital yesterday as its board rejected activist hedge funds renewed attempt to replace its board. https://quoteddata.com/2025/11/edinburgh-worldwide-shareholders-told-its-vital-they-vote-again-board-rejects-sabas-second-attempt-to-win-control/ https://quoteddata.com/2025/11/edinburgh-worldwide-shareholders-told-its-vital-they-vote-again-board-rejects-sabas-second-attempt-to-win-control/"
X Link 2025-11-28T08:45Z [---] followers, [--] engagements
"HICL Infrastructure $HICL pulls out of its proposed merger with InfraRed Capital stable mate The Renewables Infrastructure Group $TRIG following an outcry from many shareholders. https://quoteddata.com/2025/12/hicl-infrastructure-abandons-controversial-trig-merger/ https://quoteddata.com/2025/12/hicl-infrastructure-abandons-controversial-trig-merger/"
X Link 2025-12-01T07:32Z [---] followers, [----] engagements
"CT Private Equity $CTPE manager Hamish Mair to retire next May after running trust for [--] years. James Carthew @QuotedData sorry to see him go: I can remember the trust being spun out of Scottish Eastern in [----] and Mair did a great job of managing it. https://quoteddata.com/2025/12/ct-private-equity-manager-hamish-mair-prepares-to-bow-out-after-26-years-invaluable-contribution/ https://quoteddata.com/2025/12/ct-private-equity-manager-hamish-mair-prepares-to-bow-out-after-26-years-invaluable-contribution/"
X Link 2025-12-01T12:51Z [---] followers, [--] engagements
"Aquila European Renewables $AERI shares rose on Friday after it announced investment company activist Robert Naylor was taking over its wind-down as the new chair replacing Ian Nolan who served at the helm of the funds board since launch in [----]. https://quoteddata.com/2025/12/morning-briefing-activist-naylor-to-oversee-aquila-wind-down-odyssean-buoyed-by-ncc-and-spire-talks-jedt-gains-in-europe-wwh-defends-chair-director-plus-thrl-ppet/"
X Link 2025-12-01T12:57Z [---] followers, [---] engagements
"Odyssean $OIT the 227m UK smaller companies trust flags confidence in prospects for returns next year saying the sales of two companies $NCC and $SPI accounting for 17% of the portfolio should boost net asset value in [----]. https://quoteddata.com/2025/12/morning-briefing-activist-naylor-to-oversee-aquila-wind-down-odyssean-buoyed-by-ncc-and-spire-talks-jedt-gains-in-europe-wwh-defends-chair-director-plus-thrl-ppet/"
X Link 2025-12-01T13:02Z [---] followers, [--] engagements
"James Carthew @QuotedData pleased $HICL withdrew from merger with #TRIG but says both funds could attract bid attention. HICL shareholders will still be wondering if they have the right board and TRIGs continuation vote will be back on with perhaps less chance of success. HICL Infrastructure $HICL pulls out of its proposed merger with InfraRed Capital stable mate The Renewables Infrastructure Group $TRIG following an outcry from many shareholders. https://t.co/7g8VgtB3Re HICL Infrastructure $HICL pulls out of its proposed merger with InfraRed Capital stable mate The Renewables Infrastructure"
X Link 2025-12-01T13:10Z [---] followers, [---] engagements
"Baillie Gifford US Growth $USA and stablemate Edinburgh Worldwide $EWI want to merge offering investors a 40% exit but activist hedge fund Saba Capital which owns around 30% of both investment trusts is opposed leaving all shareholders in an impasse. https://quoteddata.com/2025/12/saba-blocks-baillie-gifford-us-growth-and-edinburgh-worldwide-merger-plans/ https://quoteddata.com/2025/12/saba-blocks-baillie-gifford-us-growth-and-edinburgh-worldwide-merger-plans/"
X Link 2025-12-02T08:27Z [---] followers, [---] engagements
"TR Property $TRY the 1bn 5%-yielding pan-European real estate fund is on track to restoring dividend cover after seeing revenuerise 23% in the first half of itsfinancial year. https://quoteddata.com/2025/12/tr-property-spies-full-dividend-cover-after-half-year-earnings-leap-in-broadening-real-estate-recovery/ https://quoteddata.com/2025/12/tr-property-spies-full-dividend-cover-after-half-year-earnings-leap-in-broadening-real-estate-recovery/"
X Link 2025-12-02T13:52Z [---] followers, [--] engagements
"Somewhat paradoxically the Troy fund managers of Personal Assets $PNL hiked equities in the defensive 1.7bn multi-asset portfolio by over [--] percentage points to 41% in half yr to [--] Oct even as they preparedfor theUSstock market bubble to burst. https://quoteddata.com/2025/12/personal-assets-takes-some-profits-on-gold-and-swoops-on-quality-stocks-like-lse-as-ai-bubble-burst-looms/ https://quoteddata.com/2025/12/personal-assets-takes-some-profits-on-gold-and-swoops-on-quality-stocks-like-lse-as-ai-bubble-burst-looms/"
X Link 2025-12-02T13:59Z [---] followers, [--] engagements
"It's rare that James Carthew @quoteddata agrees with trust buster Saba Capital or its boss @boazweinstein but on proposed merger @bailliegifford of $EWI and $USA he says: I have to say that I am with Saba on this one preferring to keep EWI global remit. https://quoteddata.com/2025/12/saba-blocks-baillie-gifford-us-growth-and-edinburgh-worldwide-merger-plans/ https://quoteddata.com/2025/12/saba-blocks-baillie-gifford-us-growth-and-edinburgh-worldwide-merger-plans/"
X Link 2025-12-02T14:06Z [---] followers, 15.5K engagements
"Barings Emerging EMEA Opps $BEMO moves to progressive dividend policy & streamlines investments as 87m trust looks to win back 33% of shareholders who voted against continuation in Oct. This follows outstanding 48% shareholder return in year to [--] Sept. https://quoteddata.com/2025/12/barings-emerging-emea-takes-steps-to-win-back-dissenting-shareholders-after-outstanding-year/ https://quoteddata.com/2025/12/barings-emerging-emea-takes-steps-to-win-back-dissenting-shareholders-after-outstanding-year/"
X Link 2025-12-05T08:30Z [---] followers, [--] engagements
"Schroder European Real Estate $SERE the 83m REIT weighed down by a14m French tax dispute & likely loss of its biggest tenant defers decisions on its long-term future to give incoming chair and ex-EBOX boss Phil Redding time to speak to shareholders. https://quoteddata.com/2025/12/morning-briefing-schroder-european-reit-defers-long-term-decisions-as-redding-takes-chair-plus-crei-byg/ https://quoteddata.com/2025/12/morning-briefing-schroder-european-reit-defers-long-term-decisions-as-redding-takes-chair-plus-crei-byg/"
X Link 2025-12-05T11:06Z [---] followers, [--] engagements
"The deepening crisis at Macau Property Opportunities $MPO saw its shares halve last month although overall real estate investment trust shares were flat in November after recovering from pre-Budget nerves says @RichWilliamsQD @QuotedData. https://quoteddata.com/2025/12/reit-review-budget-nerves-ease-as-real-estate-funds-recover/ https://quoteddata.com/2025/12/reit-review-budget-nerves-ease-as-real-estate-funds-recover/"
X Link 2025-12-09T15:18Z [---] followers, [--] engagements
"AVI Japan Opportunity Trust $AJOT the 407m smaller companies activist boosted by 184m from last months merger with Fidelity Japan launches 100% tender offer. James Carthew @QuotedData doesn't think there will be much demand to sell this good performer https://quoteddata.com/2025/12/morning-briefing-schiehallion-wins-98-backing-in-trust-vote-avi-japan-offers-100-tender-aberdeen-equity-income-and-lowland-beat-all-share-baillie-gifford-european-falls-short/"
X Link 2025-12-09T15:42Z [---] followers, [---] engagements
"Aberdeen Equity Income $AEI demonstrated why shares in the 192m investment trust trade close to par with strong annual results showing the UK equity income portfolio achieved a 21.8% total underlying investment return in the year to [--] September. https://quoteddata.com/2025/12/morning-briefing-schiehallion-wins-98-backing-in-trust-vote-avi-japan-offers-100-tender-aberdeen-equity-income-and-lowland-beat-all-share-baillie-gifford-european-falls-short/"
X Link 2025-12-09T15:46Z [---] followers, [---] engagements
"Lowland $LWI also did well with 341m multi-cap UK equity income trust delivering a 2nd yr of good returns. @JanusHenderson managers James Henderson & Laura Foll made total underlying return of 20.8% in yr to [--] Sept following 16.3% gain in previous yr. https://quoteddata.com/2025/12/morning-briefing-schiehallion-wins-98-backing-in-trust-vote-avi-japan-offers-100-tender-aberdeen-equity-income-and-lowland-beat-all-share-baillie-gifford-european-falls-short/"
X Link 2025-12-09T15:52Z [---] followers, [--] engagements
"3i Infrastructure: solid picks steady performance and staying power. Whats not to like📈 #quoteddata #research #infrastructure #investing #3i https://tinyurl.com/QD3INF https://tinyurl.com/QD3INF"
X Link 2025-12-10T12:37Z [---] followers, [--] engagements
"Polar Capital Technology's $PCT interims impressed @RichWilliamsQD @QuotedData: PCTs laser focus on AI has paid off handsomely with its ability to identify winners and avoid potential losers impressive. https://quoteddata.com/2025/12/ai-maximalist-polar-capital-technology-soars-66-in-remarkable-first-half-performance/ https://quoteddata.com/2025/12/ai-maximalist-polar-capital-technology-soars-66-in-remarkable-first-half-performance/"
X Link 2025-12-10T12:42Z [---] followers, [---] engagements
"Amid the rush to launch active exchange-traded funds Jupiter Asset Management hopes to stand out with the Jupiter Origin Global Smaller Companies UCITS ETF (JOGS) that's just listed on the London Stock Exchange and Swiss SIX exchange. https://quoteddata.com/2025/12/active-etfs-jupiter-launches-global-small-cap-offering-and-goldmans-lists-three-more-bond-funds/ https://quoteddata.com/2025/12/active-etfs-jupiter-launches-global-small-cap-offering-and-goldmans-lists-three-more-bond-funds/"
X Link 2025-12-11T13:27Z [---] followers, [--] engagements
"Schroder BSC Social Impact $SBSI a 51m trust on a 36% discount is still mulling its options. James Carthew @QuotedData say it's "remarkable" review hasn't finished after six months as "the trust is already small and the discount far too wide. https://quoteddata.com/2025/12/morning-briefing-saba-doubles-stake-in-sdcl-energy-pacific-assets-launches-beauty-parade-schroder-bsc-still-mulling-options-regional-cuts-fund-management-fee/"
X Link 2025-12-11T13:41Z [---] followers, [--] engagements
"TwentyFour Select Monthly Income $SMIF considers upping some of its monthly dividends after another strong year saw 8%-yielder again surpass its 6p per share payout target. This contributed to a 12.2% total investment return for the year to [--] Sept. https://quoteddata.com/2025/12/twentyfour-select-eyes-more-top-up-dividends-as-higher-for-longer-rates-outlook-boosts-floating-debt-fund/ https://quoteddata.com/2025/12/twentyfour-select-eyes-more-top-up-dividends-as-higher-for-longer-rates-outlook-boosts-floating-debt-fund/"
X Link 2025-12-11T13:46Z [---] followers, [--] engagements
"GCP Infrastructure $GCP disappointed shareholders with no news of a big disposal to fund a return of capital and reward them for holding on to stock standing 30% below asset value. However slow progress is a 10% yield means investors are paid to wait. https://quoteddata.com/2025/12/gcp-infrastructure-who-needs-jam-tomorrow-when-you-can-get-a-10-yield-on-almost-debt-free-investment/ https://quoteddata.com/2025/12/gcp-infrastructure-who-needs-jam-tomorrow-when-you-can-get-a-10-yield-on-almost-debt-free-investment/"
X Link 2025-12-11T13:56Z [---] followers, [--] engagements
"Activist Metage Capital piled pressure on private equity fund Pantheon Int'l $PIN to narrow a 28% share price discount demanding it sell 500m of assets to fund buybacks. James Carthew @QuotedData thinks cost disclosure debacle is a factor in its plight. https://quoteddata.com/2025/12/activist-metage-tells-pantheon-international-to-launch-500m-share-buyback-programme-or-go-private-like-apax/ https://quoteddata.com/2025/12/activist-metage-tells-pantheon-international-to-launch-500m-share-buyback-programme-or-go-private-like-apax/"
X Link 2025-12-15T14:15Z [---] followers, [---] engagements
"US Solar Fund $USF the 107m Amber Infrastructure managed investment company on a 45% discount has provided detailed disclosure on the non-weather factors resulting in third quarter generation falling 13.3% below forecast. The shares rose 1.5%. https://quoteddata.com/2025/12/morning-briefing-us-solar-reveals-what-caused-q3-generation-slump-strong-quarter-from-pantheon-infrastructure-seqi-clears-bulb-loan-plus-jema/ https://quoteddata.com/2025/12/morning-briefing-us-solar-reveals-what-caused-q3-generation-slump-strong-quarter-from-pantheon-infrastructure-seqi-clears-bulb-loan-plus-jema/"
X Link 2025-12-16T16:23Z [---] followers, [--] engagements
"Sequoia Economic Infrastructure Income $SEQI received full repayment of its 24.1m loan & interest from Bulb Energy last month. This is a very good outcome for the fund given the insolvency of the borrower in November [----] the 1.2bn 9%-yielder said. https://quoteddata.com/2025/12/morning-briefing-us-solar-reveals-what-caused-q3-generation-slump-strong-quarter-from-pantheon-infrastructure-seqi-clears-bulb-loan-plus-jema/ https://quoteddata.com/2025/12/morning-briefing-us-solar-reveals-what-caused-q3-generation-slump-strong-quarter-from-pantheon-infrastructure-seqi-clears-bulb-loan-plus-jema/"
X Link 2025-12-16T16:29Z [---] followers, [---] engagements
"Macau Property Opportunities $MPO slumped a third to a new low of 5p after the Guernseyinvestment company declared itself in default for not repaying a 1.5m loan secured on its Penha Heights luxury development due yesterday. Liquidation could be looming https://quoteddata.com/2025/12/macau-property-opportunities-slumps-on-1-5m-loan-default/ https://quoteddata.com/2025/12/macau-property-opportunities-slumps-on-1-5m-loan-default/"
X Link 2025-12-16T16:33Z [---] followers, [---] engagements
"HarbourVest Global Private Equity $HVPE agrees to sell $300m of funds from its $4.6bn portfolio to boost share buybacks & highlight its 29% discount to net asset value. Some analysts approve but James Carthew @quoteddata says long term it isn't so clever. https://quoteddata.com/2025/12/private-equity-harbourvest-heaps-pressure-on-pantheon-with-uncanny-300m-funds-sale-to-lift-buybacks-cut-debt/ https://quoteddata.com/2025/12/private-equity-harbourvest-heaps-pressure-on-pantheon-with-uncanny-300m-funds-sale-to-lift-buybacks-cut-debt/"
X Link 2025-12-16T16:41Z [---] followers, [--] engagements
"Schroder European Real Estate $SERE warns of the possible impact on the 8.4%-yielders dividends after Dutch telecoms group KPN gives 12-month notice of its intention to quit the companys Apeldoorn office that generates 19% of portfolio income. https://quoteddata.com/2025/12/morning-briefing-kpn-serves-notice-on-schroder-european-real-estate-migo-returns-16-in-six-months-oakley-capital-backs-james-perse-new-jpmorgan-india-outperforms/"
X Link 2025-12-17T09:00Z [---] followers, [---] engagements
"MIGO Opportunities $MIGO the 65m investment company bargain hunter delivered 16.3% total return in half year to [--] Oct. Fund managers Tom Treanor & Charlotte Cuthbertson fully using 10m borrowing to exploit "breadth of opportunities" in listed funds. https://quoteddata.com/2025/12/morning-briefing-kpn-serves-notice-on-schroder-european-real-estate-migo-returns-16-in-six-months-oakley-capital-backs-james-perse-new-jpmorgan-india-outperforms/"
X Link 2025-12-17T09:05Z [---] followers, [--] engagements
"JPMorgan India Growth & Income $JIGI beat a falling market in year to [--] Sept. Return on net assets fell 11.4% beating 13.5% slide in MSCI India index but shareholders loss just 1.8% after 30% tender offer share buybacks & promise of 100% exit in [----]. https://quoteddata.com/2025/12/morning-briefing-kpn-serves-notice-on-schroder-european-real-estate-migo-returns-16-in-six-months-oakley-capital-backs-james-perse-new-jpmorgan-india-outperforms/"
X Link 2025-12-17T09:10Z [---] followers, [--] engagements
"James Carthew @QuotedData likes "robust" $EWI response to Saba & as a shareholder will vote against the activist. "There are many reasons for this but chief of them is Sabas reluctance to spell out exactly what it intends to do with the company if it manages to seize control". Edinburgh W'wide $EWI urges shareholders to rescue it for 2nd time after Saba Capital makes good on threat to call EGM to oust board. EWI chair says if Saba wins control & sacks @BaillieGifford investors will lose a distinctive portfolio that holds SpaceX. https://t.co/YLeWRG071N Edinburgh W'wide $EWI urges shareholders"
X Link 2025-12-17T15:59Z [---] followers, [--] engagements
"Pershing Square Holdings $PSH the London-listed US hedge fund run by @BillAckman to provide up to $1bn (750m) of financing for an insurance company acquisition by Howard Hughes $HHH that is part of his ambition to build modern-day Berkshire Hathaway. https://quoteddata.com/2025/12/pershing-square-holdings-puts-up-750m-to-back-howards-hughes-acquisition-of-insurer-vantage-group/ https://quoteddata.com/2025/12/pershing-square-holdings-puts-up-750m-to-back-howards-hughes-acquisition-of-insurer-vantage-group/"
X Link 2025-12-19T11:52Z [---] followers, [---] engagements
"James Carthew @QuotedData disappointed by Chrysalis $CHRY decision to wind down over three years and make no new investments. "It seems to confirm UK investors short-term mindset and underscores how bad we are as a nation in backing growing companies. https://quoteddata.com/2025/12/chrysalis-rejects-dual-share-class-structure-and-offers-shareholders-three-year-wind-down-with-continuation-vote/ https://quoteddata.com/2025/12/chrysalis-rejects-dual-share-class-structure-and-offers-shareholders-three-year-wind-down-with-continuation-vote/"
X Link 2025-12-19T12:03Z [---] followers, [---] engagements
"Power demand is booming ⚡ and Ecofin Global Utilities & Infrastructure Trust is plugged in. Essential infrastructure strong momentum future-ready. 🔌 #quoteddata #research #infrastructure #AI https://tinyurl.com/4u56e8se https://tinyurl.com/4u56e8se"
X Link 2025-12-19T15:05Z [---] followers, [--] engagements
"Regulation rocked the sector but Foresight Environmental Infrastructure is still on track 🌱⚙ Resilient cash flow green focus and eyes on growth. #quoteddata #research #infrastructure #renewables https://tinyurl.com/9krxrazb https://tinyurl.com/9krxrazb"
X Link 2025-12-19T15:22Z [---] followers, [--] engagements
"Pershing Square Holdings $PSH Bill Ackman has made a pitch to Elon Musk to help Tesla mogul float SpaceX next year. In a tweet on X Ackman suggested his firm Pershing Square Capital Mgmt could commit $4bn to the IPO that reports suggest could hit $1.5trn. https://quoteddata.com/2025/12/pershing-squares-bill-ackman-offers-to-help-elon-musk-float-spacex-and-invest-4bn-in-800bn-rocket-company/ https://quoteddata.com/2025/12/pershing-squares-bill-ackman-offers-to-help-elon-musk-float-spacex-and-invest-4bn-in-800bn-rocket-company/"
X Link 2025-12-22T15:07Z [---] followers, [---] engagements
"James Carthew @QuotedData says "it doesnt really make sense to me that $JCGI trades on a narrower discount than peers $BGCG & $FCSS after JPMorgan China Growth & Income narrows its underperformance with 29.3% for 12mths to [--] Sept vs MSCI China's 30.3%. https://quoteddata.com/2025/12/jpmorgan-china-posts-29-annual-return-but-has-more-to-do-in-recovering-from-2021-22-crash/ https://quoteddata.com/2025/12/jpmorgan-china-posts-29-annual-return-but-has-more-to-do-in-recovering-from-2021-22-crash/"
X Link 2025-12-22T15:23Z [---] followers, [--] engagements
"Majedie $MAJE the 146m absolute return fund beat its CPI+4% target in yr to [--] Sept capping off successful 3yrs under Marylebone Partners. James Carthew at @QuotedData says flexible funds like this are attractive alternatives to US Mag7 dominance. https://quoteddata.com/2025/12/non-us-funds-help-power-majedie-returns-keeping-flexible-fund-well-ahead-of-inflation/ https://quoteddata.com/2025/12/non-us-funds-help-power-majedie-returns-keeping-flexible-fund-well-ahead-of-inflation/"
X Link 2025-12-22T15:35Z [---] followers, [--] engagements
"Palace Capital $PCA jumps 5% after Lakestreet Capital Partners owner of 22.5% of the shares seeks to oust executive chair Steven Owen unless he speeds up the wind-down of the UK property investment company and slashes his excessive pay. https://quoteddata.com/2026/01/palace-capital-chair-steven-owen-in-fat-cat-row-as-leading-shareholder-demands-slashing-his-egregious-pay/ https://quoteddata.com/2026/01/palace-capital-chair-steven-owen-in-fat-cat-row-as-leading-shareholder-demands-slashing-his-egregious-pay/"
X Link 2026-01-05T14:26Z [---] followers, [---] engagements
"Capital Gearing Trust keeps it cautious trimming risk and backing inflation protection.📉 #QuotedData #research #CapitalGearingTrust #inflation https://tinyurl.com/QDCGTRES https://tinyurl.com/QDCGTRES"
X Link 2026-01-07T14:04Z [---] followers, [--] engagements
"Yet another UK real estate investment trust heads for the exit as Picton Property Income $PCTN puts itself up for sale in response to the chronic undervaluation of its shares. https://quoteddata.com/2026/01/picton-property-puts-itself-up-for-sale-saying-international-investors-want-bigger-reits/ https://quoteddata.com/2026/01/picton-property-puts-itself-up-for-sale-saying-international-investors-want-bigger-reits/"
X Link 2026-01-13T07:37Z [---] followers, [----] engagements
"$PCTN up 6% after launching strategic review. QuotedData analyst @RichWilliamsQD who tipped Picton Property last month says its status as a bid target made him choose it "although I thought it would take longer than two weeks to play out". Yet another UK real estate investment trust heads for the exit as Picton Property Income $PCTN puts itself up for sale in response to the chronic undervaluation of its shares. https://t.co/HjNkKJHQfo Yet another UK real estate investment trust heads for the exit as Picton Property Income $PCTN puts itself up for sale in response to the chronic"
X Link 2026-01-13T08:44Z [---] followers, [---] engagements
"Temple Bar Investment Trust continues to outperform trading at a premium to NAV and sticking with its valueled UK equity strategy. #QuotedData #Research #UKEquities #ValueInvesting https://tinyurl.com/QDTMPLRE1 https://tinyurl.com/QDTMPLRE1"
X Link 2026-01-13T10:57Z [---] followers, [--] engagements
"Annual results from Edinburgh Worldwide $EWI should encourage shareholders to support its board & @BaillieGifford vs Saba. The shares are recovering from 2022/23 crash & even before last month's doubling in SpaceX valuation EWI made a 947% return on it. https://quoteddata.com/2026/01/edinburgh-worldwides-investment-in-spacex-doubled-last-month-and-even-before-that-it-had-made-a-stonking-947-return-thats-why-shareholders-should-vote-against-saba/"
X Link 2026-01-13T13:43Z [---] followers, [---] engagements
"Saba Capital the activist hedge fund seeking to take control of Edinburgh Worldwide has launched its next campaign pressing Workspace Group $WKP to enter a managed wind-down with its shares languishing on a chronic 45% discount. https://quoteddata.com/2026/01/saba-pushes-out-of-favour-office-provider-workspace-to-wind-down-and-return-cash/ https://quoteddata.com/2026/01/saba-pushes-out-of-favour-office-provider-workspace-to-wind-down-and-return-cash/"
X Link 2026-01-14T09:46Z [---] followers, [---] engagements
"US private equity giant KKR and German utility RWE were the main winners alongside UKs SSE $SSE and Copenhagen Infrastructure Partners in a record UK offshore energy auction but unfortunately no capital starved renewables funds stranded on wide discounts https://quoteddata.com/2026/01/uk-takes-monumental-step-in-offshore-wind-but-renewables-funds-left-whistling-as-kkr-and-rwe-win-big-contracts-in-record-8-4gw-auction/ https://quoteddata.com/2026/01/uk-takes-monumental-step-in-offshore-wind-but-renewables-funds-left-whistling-as-kkr-and-rwe-win-big-contracts-in-record-8-4gw-auction/"
X Link 2026-01-14T13:27Z [---] followers, [---] engagements
"🚨Don't miss '@QuotedData's In The HotSeat' on Friday [--] January [----] at 11am where James Carthew will be joined by Richard Sem from Pantheon Infrastructure. #QuotedData #news #interview #Investing https://tinyurl.com/QDWNSPINT https://tinyurl.com/QDWNSPINT"
X Link 2026-01-14T14:44Z [---] followers, [--] engagements
"A shock for the sector as criminal charges loom for Home REIT. https://tinyurl.com/QDHOMEREIT https://tinyurl.com/QDHOMEREIT"
X Link 2026-01-14T17:03Z [---] followers, [---] engagements
"Stock markets in Europe and Asia fell and gold and silver rallied after the European Union considered retaliating against US president Donald Trumps threat to impose 10% tariffs in their dispute over Greenland. https://quoteddata.com/2026/01/markets-wobble-gold-rallies-as-eu-us-relations-risk-downward-spiral-in-tariff-war-over-greenland/ https://quoteddata.com/2026/01/markets-wobble-gold-rallies-as-eu-us-relations-risk-downward-spiral-in-tariff-war-over-greenland/"
X Link 2026-01-19T16:36Z [---] followers, [--] engagements
"Develop North $DVNO the tiny North-East of England investment fund looks to nearly quadruple with a 58m share issue at 81.6p 5.3% above net asset value & a 15% premium to Fridays closing price of 71p. Shares in the property debt fund jumped 4% to 74p. https://quoteddata.com/2026/01/morning-briefing-scottish-mortgage-rockets-over-its-30-unquoted-cap-develop-north-launches-58m-fund-raise-saba-lifts-labs-stake-plus-veil-jemi-frgt/"
X Link 2026-01-19T16:43Z [---] followers, [--] engagements
"JPMorgan Global Emerging Mkts Income $JEMI changes name toJPMorgan Em Mkts Dividend Inc saying it better reflects its income focus. It also distinguishes it from 1.4bn JPMorgan Emerging Mkts Growth & Inc $JMGI which changed from JPMorgan EmMkts last Nov https://quoteddata.com/2026/01/morning-briefing-scottish-mortgage-rockets-over-its-30-unquoted-cap-develop-north-launches-58m-fund-raise-saba-lifts-labs-stake-plus-veil-jemi-frgt/"
X Link 2026-01-19T16:58Z [---] followers, [---] engagements
"Workspace Group $WKP has replaced chief executive Laurence Hutchings as it prepares its defence strategy against hostile 13.5% shareholder Saba Capital which wants it to wind down. Charlie Green former CEO & co-founder of The Office Group takes charge. https://quoteddata.com/2026/01/workspace-changes-ceo-bringing-in-togs-charlie-green-to-fix-office-provider-and-fend-off-sabas-attack/ https://quoteddata.com/2026/01/workspace-changes-ceo-bringing-in-togs-charlie-green-to-fix-office-provider-and-fend-off-sabas-attack/"
X Link 2026-01-19T17:02Z [---] followers, [---] engagements
"James Carthew @quoteddata says "it's great to see at least one part of the investment companies sector thriving" as Invesco Bond Income Plus $BIPS the 418m 7%-yielding loan & bond fund on a small premium calls an EGM to renew its authority to issue 20% of new shares"
X Link 2026-01-20T08:51Z [---] followers, [--] engagements
"European Smaller Companies $ESCT declares first quarterly dividend under the new 5%-pay-out policy it undertook as part of its merger with high-yielding European Assets Trust last Oct. The 792m trust will pay 2.81p per share on 27Feb and at least that in May and August"
X Link 2026-01-20T08:54Z [---] followers, [---] engagements
"BH Macro $BHMG has negotiated an increase in the shares it can buy back as 1.3bn Brevan Howard hedge fund grapples with a 10% share price discount that looks set to trigger wind-up votes as well as undermining its record on capital preservation. https://quoteddata.com/2026/01/bh-macro-prepares-to-up-share-buybacks-as-share-class-votes-loom-and-wide-discount-knocks-its-safe-haven-appeal/ https://quoteddata.com/2026/01/bh-macro-prepares-to-up-share-buybacks-as-share-class-votes-loom-and-wide-discount-knocks-its-safe-haven-appeal/"
X Link 2026-01-20T11:06Z [---] followers, [---] engagements
"James Carthew @QuotedData: BH Macros returns have been lacklustre for a while now and trail by some distance the more defensively positioned trusts in the Flexible Investment sector such as Capital Gearing Personal Assets (PNL) Ruffer (RICA) and Global Opportunities (GOT)." BH Macro $BHMG has negotiated an increase in the shares it can buy back as 1.3bn Brevan Howard hedge fund grapples with a 10% share price discount that looks set to trigger wind-up votes as well as undermining its record on capital preservation. https://t.co/XDugQAJ3yK BH Macro $BHMG has negotiated an increase in the"
X Link 2026-01-20T11:08Z [---] followers, [--] engagements
"Edinburgh Worldwide $EWI has beaten Saba Capital for second time in a year. Shareholders representing 92.7% of shares voted rejected activist's resolutions to remove its board. More to follow"
X Link 2026-01-20T14:09Z [---] followers, [----] engagements
"Edinburgh Worldwide $EWI chair Jonathan Simpson-Dent thanks shareholders for rescuing it from Saba again & stating their belief in the trust's unique and differentiated mandate investing in some of the worlds most exciting & transformative companies. https://quoteddata.com/2026/01/edinburgh-worldwide-wins-activist-saba-fails-to-oust-investment-trusts-board-for-a-second-time/ https://quoteddata.com/2026/01/edinburgh-worldwide-wins-activist-saba-fails-to-oust-investment-trusts-board-for-a-second-time/"
X Link 2026-01-20T15:36Z [---] followers, [--] engagements
"Richard Stone chief executive of the Association of Investment Companies @AICPRESS says: This second win for Edinburgh Worldwide against Saba Capital shows how much ordinary investors value their investment trust. Hear Hear https://quoteddata.com/2026/01/edinburgh-worldwide-wins-activist-saba-fails-to-oust-investment-trusts-board-for-a-second-time/ https://quoteddata.com/2026/01/edinburgh-worldwide-wins-activist-saba-fails-to-oust-investment-trusts-board-for-a-second-time/"
X Link 2026-01-20T15:39Z [---] followers, [---] engagements
"Good morning. Wealth manager Rathbones has emerged with a 5.6% stake in Onward Opportunities $ONWD the 43m UK smaller companies trust managed by @hulse_laurence at Dowgate Wealth that published a full-year trading update last week"
X Link 2026-01-21T09:06Z [---] followers, [---] engagements
"Invesco Global Equity Income $IGET publishes a circular on its proposed merger with Franklin Global $FRGT. James Carthew @QuotedData says: "With the Invesco trust trading on a premium my inclination would be to roll into IGET rather than tick the cash at a 2% discount exit box.""
X Link 2026-01-21T09:24Z [---] followers, [---] engagements
"James Carthew @QuotedData says: Another great exit by Literacy Capital $BOOK that drives net asset value higher and cements it as in NAV terms one of the best-performing private equity funds over the past year . the discount now looks overwide in my view"
X Link 2026-01-21T09:32Z [---] followers, [--] engagements
"🚨Don't miss '@QuotedData's In The HotSeat Special' on Friday [--] January [----] at 11am where James Carthew will be hosting a panel discussion on Income funds for your ISA. #QuotedData #Panel #ISA https://tinyurl.com/QDISA2026 https://tinyurl.com/QDISA2026"
X Link 2026-01-22T09:16Z [---] followers, [--] engagements
"Correction: Smithson $SSON will change its name to SNINVC as the 1.6bn global smaller companies investment trust prepares to liquidate. However the open-ended investment company (OEIC) that replaces it will have the more conventional name of Smithson Equity Fund.😁 Smithson $SSON is to change its name to SNINVC under previously announced plans for 1.6bn global smaller companies investment trust to convert to an open-ended investment company. Two votes will be held next month for shareholders to approve the change. https://t.co/Zv5fEycRKp Smithson $SSON is to change its name to SNINVC under"
X Link 2026-01-22T17:13Z [---] followers, [---] engagements
"Taylor Maritime $TMI boss Edward Buttery said the shipping operator had scaled back its fleet on concerns of over-capacity and geopolitical uncertainty. TMI is buying 46% of its shares to return $143m to shareholders after selling [--] ships since [----]. https://quoteddata.com/2026/01/morning-briefing-fleet-fears-prompt-taylor-maritime-to-buy-back-49-of-its-shares-tritax-big-box-in-talks-to-let-flagship-heathrow-data-centre/ https://quoteddata.com/2026/01/morning-briefing-fleet-fears-prompt-taylor-maritime-to-buy-back-49-of-its-shares-tritax-big-box-in-talks-to-let-flagship-heathrow-data-centre/"
X Link 2026-01-22T17:21Z [---] followers, [---] engagements
"Develop North $DVNO the 20m North East of England investment company appoints Michelle Percy former director of investment and growth at Newcastle City Council as its new chief executive. This follows the launch of a 58m fundraise last week"
X Link 2026-01-26T07:49Z [---] followers, [---] engagements
"@QuotedData's @RichWilliamsQD is a bit in the middle on Lakestreet ousting Palace Capital $PCA board. He suggests in future wind-downs executive pay should be better aligned from the start so shareholders get value [--] money & managers are incentivised. https://quoteddata.com/2026/01/revolution-at-palace-capital-as-lakestreet-activists-win-control-of-uk-reit-completing-three-year-wind-down/ https://quoteddata.com/2026/01/revolution-at-palace-capital-as-lakestreet-activists-win-control-of-uk-reit-completing-three-year-wind-down/"
X Link 2026-01-26T13:04Z [---] followers, [---] engagements
"Venture capital trusts Gresham House Income & Growth VCT $GHV1 and Gresham House Income & Growth [--] VCT $GHV2 will look to raise up to 32.5m each in the 2025/26 tax year with an over-allotment facility to raise a further 15m"
X Link 2026-01-27T07:50Z [---] followers, [---] engagements
"$NBPE NB Private Equity Interim report released. Read more here: http://ow.ly/AJBB303vk1b http://ow.ly/AJBB303vk1b"
X Link 2016-08-23T17:10Z [---] followers, [--] engagements
"NB Private Equity Partners announced it has issued 50m new [----] Zero Dividend Preference Shares raising 50m. $NBPE http://ow.ly/mmc0304d2yK http://ow.ly/mmc0304d2yK"
X Link 2016-09-14T15:19Z [---] followers, [--] engagements
"Electra Private Equity sells 32% stake in Innovia for circa 106m. $ELTA http://ow.ly/A3iE307imC2 http://ow.ly/A3iE307imC2"
X Link 2016-12-20T12:30Z [---] followers, [--] engagements
"GCP Asset Backed Income announces 15m revolving credit facility and further investment. $GABI http://ow.ly/AKqQ3082Afc http://ow.ly/AKqQ3082Afc"
X Link 2017-01-16T12:30Z [---] followers, [--] engagements
"Electra in line to receive 66m from Axios sale of RISI. $ELTA http://ow.ly/Y6PK309ygTz http://ow.ly/Y6PK309ygTz"
X Link 2017-03-03T14:05Z [---] followers, [--] engagements
"Electra sells balance of Allflex stake. $ELTA http://ow.ly/yM7o30abe6L http://ow.ly/yM7o30abe6L"
X Link 2017-03-23T11:25Z [---] followers, [--] engagements
"Epiris sells Treetops Nurseries for Electra $ELTA http://ow.ly/FVvk30aoF2F http://ow.ly/FVvk30aoF2F"
X Link 2017-03-30T11:15Z [---] followers, [--] engagements
"Electra Private Equity to receive 40m from the sale of its remaining stake in Hollywood Bowl. $ELTA http://ow.ly/eqSR30aEvP3 http://ow.ly/eqSR30aEvP3"
X Link 2017-04-07T15:45Z [---] followers, [--] engagements
"Check out our 1st note on Polar Capital Global Healthcare Growth & Income Trust $PCGH - Extended life new objective http://buff.ly/2qICflR http://buff.ly/2qICflR"
X Link 2017-05-15T11:04Z [---] followers, [--] engagements
"Epiris sells TechInsights to Oakley Capital. $ELTA #PrivateEquity http://ow.ly/CfOZ30bJpp0 http://ow.ly/CfOZ30bJpp0"
X Link 2017-05-15T13:23Z [---] followers, [--] engagements
"Pacific Industrial & Logistics REIT purchases Leeds asset a logistics warehouse. $PILR https://buff.ly/2zwTlHh https://buff.ly/2zwTlHh"
X Link 2017-11-13T10:10Z [---] followers, [--] engagements
"Pacific Industrial sells Bedford property. It completed the sale of an asset located at Hammond Road Bedford for a total consideration of GBP5.8 million on 16.11.17. The sale price represents a net initial yield of 6.0%. $PILR https://buff.ly/2z9HDmF https://buff.ly/2z9HDmF"
X Link 2017-11-17T16:54Z [---] followers, [--] engagements
"Latest News: New manager for Schroder European Real Estate The Board have announced that from [--] January [----] Jeff ODwyer will take over all day-to-day responsibilities and Tony Smedley will cease to be involved. $SERE https://buff.ly/2zmBFit https://buff.ly/2zmBFit"
X Link 2017-11-21T16:54Z [---] followers, [--] engagements
"BioPharma secures second deal for up to $200m. $BPCR https://buff.ly/2ATu5Mo https://buff.ly/2ATu5Mo"
X Link 2017-12-05T16:54Z [---] followers, [--] engagements
"Majedie underperforms as absolute return investment loses money. In the year end [--] Sept [--] the NAV rose by 10.4% on a total return basis whilst the share price rose by 13.0% also on a total return basis. $MAJE https://buff.ly/2ASFQT2 https://buff.ly/2ASFQT2"
X Link 2017-12-05T20:40Z [---] followers, [--] engagements
"Latest NEWS: Electra Private Equity reports that for the year ended [--] September [----] its NAV total return was 9% well behind that of the Mid [---] Index at 14%. $ELTA https://buff.ly/2Bf5Cl4 https://buff.ly/2Bf5Cl4"
X Link 2017-12-07T16:54Z [---] followers, [--] engagements
"Polar Capital Global Healthcare announcing its results for the year ended [--] September [----] says that its NAV total return for the year amounted to 0.6% compared to a rise in the benchmark (the MSCI Global Healthcare Index) of 8.6%. $PCGH https://buff.ly/2BLBiw1 https://buff.ly/2BLBiw1"
X Link 2017-12-21T16:54Z [---] followers, [--] engagements
"In the news today: Aberdeen Standard European Logistics invests in Frankfurt. $ASLI https://buff.ly/2CHXDKm https://buff.ly/2CHXDKm"
X Link 2018-01-09T20:40Z [---] followers, [--] engagements
"News Update: BioPharma Credit makes $150m loan to NovoCure. $BPCR https://buff.ly/2EQTPbt https://buff.ly/2EQTPbt"
X Link 2018-02-09T14:34Z [---] followers, [--] engagements
"AEW UK REIT has announced the acquisition of Diamond Business Park in Wakefield for GBP4.2m. $AEWU https://buff.ly/2EfRsxQ https://buff.ly/2EfRsxQ"
X Link 2018-02-09T20:40Z [---] followers, [--] engagements
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