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Adam Strydom
7 days ago1 min read
Waiting for Volumes to Pick-up
ALG Newsletter - Waiting for volumes to pick up. Recent updates from SA life assurers like Sanlam , Momentum Group Limited  and Old...
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Adam Strydom
Nov 28, 20241 min read
Inward REITs Listings on the JSE
ALG Newsletter - Inward REITs listings on the JSE . Tomorrow, Assura plc  is listing on the JSE, making it the second UK #REIT  to...
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Adam Strydom
Nov 28, 20241 min read
Valuable Reseach Topics
ALG Newsletter - Valuable ALG research topics. In this Newsletter, we showcase some of the research topics Austin Lawrence Gidon  has...
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Adam Strydom
Oct 18, 20241 min read
Reinet NAV Discount and PICG
ALG Newsletter - REINET INVESTMENTS  NAV discount and Pension Insurance Corporation plc . In this Newsletter, Andrew M.  looks at the...
130
Adam Strydom
Oct 18, 20241 min read
Tetragon Maintains its Investing Pace
Tetragon Financial Group Limited  (Tetragon), a Guernsey closed-ended investment company, reported a 1.3% return on equity (RoE) in H124,...
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Adam Strydom
Oct 18, 20241 min read
Banco BAI - Leading Angolan Bank
ALG Newsletter - Banco BAI - Leading Angolan Bank. BANCO BAI  is the largest Angolan bank by assets, recently featured in an Edison...
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Adam Strydom
Oct 18, 20241 min read
Embracing IFRS 17 - June 2024 Results
ALG Newsletter - Embracing IFRS 17 - June 2024 results. Sanlam , Discovery Limited , Old Mutual Limited , Momentum Group Limited...
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Adam Strydom
Oct 18, 20241 min read
Strategic Shift from Growth to Consolidation
HELIOS UNDERWRITING PLC Â (Helios) delivered EPS growth of 35% to 7.7p in H124 and reported a net asset value (NAV) of 191p/share. While...
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Adam Strydom
Oct 18, 20241 min read
Portfolio Growth Ahead of Budget
SDCL Energy Efficiency Income Trust (SEEIT) ’s interim update (for the six months to 30 September 2024) has highlighted that its...
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Adam Strydom
Oct 18, 20241 min read
FHSP Partial Realisation with £30m Exit Proceeds
International Public Partnerships (INPP) has announced the partial disposal of its Public-Private Partnerships (P3) investment providing...
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Adam Strydom
Oct 18, 20241 min read
Attractive, Lower-risk Returns
International Public Partnerships’ (INPP’s) portfolio continues to deliver consistent and predictable returns for investors, while...
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Adam Strydom
Oct 18, 20241 min read
Merger with Alliance Trust Offers Many Benefits
In June 2024, the boards of Witan Investment Trust plc  (WTAN) and Alliance Witan  (ATST) announced plans for a combination of the two...
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