The key message from the 2021 results is that Arbuthnot Banking Group plc (LON:ARBB) is back to profitable growth with an interest-rate-upside kicker. End-2021 assets were at the levels management
One of Warren Buffett’s more famous quotes is to “be fearful when others are greedy, and be greedy when others are fearful.” In this note, we explore what is making
We reviewed Appreciate Group plc (LON:APP) business model in our initiation, Solid core + digital disruption = unique model, published on 1 September 2021, with an update following its interim
Oakley Capital Investments Limited (LON:OCI) full-year results were strong, with an annual total NAV return of 35% (three quarters of which was driven by underlying company EBITDA growth of 28%).
Advanced Oncotherapy plc (LON:AVO) goal is to deliver an affordable and novel PT system, called LIGHT, based on state-of-the-art technology developed originally at the world-renowned CERN. The company is in
ICG Enterprise Trust plc (LON:ICGT) reported a further strong quarter of NAV growth to October 2021. One highlight from these results was secondary fund investments. This note reviews the strategic
We believe a key message from these strong results is that Pantheon International plc (LON:PIN) platform (and so PIN’s investments) gives it the opportunity to capture the best PE opportunities
Shield Therapeutics plc (LON:STX) is a commercial-stage pharma company delivering specialty products that address patients’ unmet medical needs, with an initial focus on iron deficiency (ID). Following the US launch
ICG Enterprise Trust plc (LON:ICGT) reported a further strong quarter of NAV growth to October 2021. One highlight from these results was secondary fund investments. This note reviews the strategic
City of London Investment Group plc (LON:CLIG) has announced its interim results for 1H’22. Having announced a special dividend of 13.5p in its January trading statement, the main interest was
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