Nick Train braces for tough period as Finsbury Growth & Income hit by value rotation
‘Steady plodders’ such as Unilever dropped off at the end of 2020 on positive vaccine news
‘Steady plodders’ such as Unilever dropped off at the end of 2020 on positive vaccine news
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Writedowns highlight the challenges of the managers inheriting a portfolio comprised of illiquid investments not of their choosing
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Rebel shareholders Ian Armitage and Jonathan Morgan had been pushing for the trust’s liquidation
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‘There is often no choice but to keep an income flowing, drought or no drought’
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Style drift, bad stock-picking and misinterpreting the investment process are the main risks when an established manager passes the baton
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UK spread-betting company purchased US online broker Tastytrade for $1bn without shareholder approval
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Tom Slater will continue to run Scottish Mortgage with Lawrence Burns becoming deputy manager on the £16.5bn trust
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UK Equity Income was one of the most purchased AIC sectors in the first three quarters of 2020
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It has been easy to make money in logistics but managers are going to have to start earning their fees
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Top contributor to performance during the year was Danish healthcare equipment supplier Ambu
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Board’s decision to appoint Gresham House and scrap discount control mechanisms has created major issues for Strategic Equity Capital
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Scottish Mortgage’s 0.8% stake was valued at £124.5m at the end of September
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