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UK Market is 'a Stock Picker's Dream'
The Merchants Trust PLC (MRCH) has been managed by Simon Gergel at Allianz Global Investors for the last 17 years. He describes the...

Adam Strydom
Jan 24, 20241 min read
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Remaining Selective in Search for Quality Growth
BLACKROCK GREATER EUROPE INVESTMENT TRUST PLC (BRGE) manager Stefan Gries seeks high-quality growth stocks that he can hold for the long...

Adam Strydom
Jan 24, 20241 min read
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Interim Results Deliver Long-Awaited Upswing
HELIOS UNDERWRITING PLC reported H123 EPS of 5.7p, a meaningful turnaround from a 4.4p loss in H122 and a 4.9p loss in FY22. It benefited...

Adam Strydom
Jan 24, 20241 min read
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Edison Insight September 2023
This is the September edition of Edison Group’s insight. They open with a strategy piece by Alastair George, who notes that incoming...

Adam Strydom
Jan 24, 20241 min read
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Leviathan
Games Workshop Ltd (GAW), a British manufacturer of miniature wargames, based in Nottingham, enjoyed another record year of revenue and...

Adam Strydom
Jan 24, 20241 min read
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Seizing 'Buy-And-Build' Opportunities
HgCapital Trust plc (HGT), Â UK based investment company, delivered a 4.6% NAV TR in H123, with its performance continuing to be mostly...

Adam Strydom
Jan 24, 20241 min read
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Detailed Look at the Deeptech Portfolio
IP Group plc has built a commendable portfolio of businesses developing breakthrough technologies, with an aggregate value of more than...

Adam Strydom
Jan 22, 20241 min read
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FDA Accepts New Drug Application for Ceftobiprole
Basilea Pharmaceutica has announced that the US FDA has accepted its New Drug Application (NDA) for ceftobiprole. The FDA has set a...

Adam Strydom
Jan 22, 20241 min read
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Highest Total Return Versus Peers Over Three Years
BRUNNER INVESTMENT TRUST PLC(THE) (BUT’s) two co-managers, Christian Schneider (deputy CIO global growth) and Julian Bishop (global...

Adam Strydom
Jan 22, 20241 min read
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Working to Balance Investment and Profitability
In H123 Esker U.S. reported strong growth in revenue (+16% y-o-y in constant currency (cc)) and bookings (+18% y-o-y cc) but this was...

Adam Strydom
Jan 22, 20241 min read
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