Ruffer trust to more than double its 2021 issuance with £170m raise
Jonathan Ruffer halved his stake in the investment trust several weeks ago
Jonathan Ruffer halved his stake in the investment trust several weeks ago
Three investors mull the events shaping portfolios over the past week
Activist shareholder retaliates after board of Dan Loeb’s UK feeder fund rejects proposals to narrow its discount
Massive capex bill coming as most UK assets fail to meet impending EPC standards
Private equity specialist will target up to 10% annually
Follows fund group’s investment in Oxford Nanopore pre-IPO and pair of early-stage carbon capture and storage companies
Gold, energy companies and inflation-linked bonds push the trust’s shares up 5% in October
Michael Lindsell’s fund has lost investors 9% in one year while the Topix has risen 25%
Manager Chris Field says DMGT is worth double what the Rothmere family are willing to pay
Moderna replaces Tencent as £22bn trust’s largest holding
Trust’s board accepts that almost half of shareholders agree with former portfolio manager’s demand to liquidate portfolio
Fund managers and buyers are split on the white metal for now but see longer term prospects as a renewable play