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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


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


Investing in the Rapidly Approaching Future
The managers of Baillie Gifford US Growth Trust (USA), Gary Robinson and Kirsty Gibson, aim to invest in exceptional US businesses with...

Adam Strydom
Jan 22, 20241 min read


Stellar Production, Guidance Beaten
Sylvania Platinum Limited reported excellent production results offset by weak PGM prices. The platinum group metal (PGM) basket price...

Adam Strydom
Jan 22, 20241 min read


Margin and EV Journey Accelerating
There are two key pillars to the investment thesis for Dowlais Group plc: achieving c 11% operating margins in the medium term and...

Adam Strydom
Jan 22, 20241 min read


Clarity on GTF Helpful for Investors
The announcement about the expected impact of the GTF engine programme, in which MELROSE INDUSTRIES PLC has a 4% share, removes an...

Adam Strydom
Jan 22, 20241 min read


Business as Usual at Murray International
The board of MURRAY INTERNATIONAL TRUST PLC (MYI), a large British investment trust dedicated to investments in worldwide equities, has...

Adam Strydom
Jan 22, 20241 min read


A Balanced Trust Targeting a Wolrd-Beating Market
J.P. Morgan European Discovery Trust (JEDT) invests in European small-cap companies (excluding UK), with the aim of providing...

Adam Strydom
Jan 22, 20241 min read


New Thaba JV Adds Significant Value
Sylvania Platinum Limited (SLP) has announced a 50:50 joint venture (JV) with Limberg Mining Company (LMC), called Thaba, to process...

Adam Strydom
Jan 22, 20241 min read


Energy and Efficiency as a Service
Sdcl Energy Efficiency Income Trust (SEEIT) is an investment trust focused on delivering energy and energy efficiency as a decentralised...

Adam Strydom
Jan 22, 20241 min read
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