The Adventurous Investor

Investment trusts, ETFs, alternatives and more.....

Energy efficiency fund finally hits the market

Congratulations to the team behind the launch of the SDCL (Sustainable Development Capital) Energy Efficiency Income (SEEIT) which has just listed on the LSE after raising an impressive £100m. This is a very unique fund exclusively in the energy efficiency… Continue reading →

Macro Monday – reasons to be cheerful

Apologies for my absence last week – I was gainfully ensconced in wintry Toronto for an AltFi event. This week I have three quick snapshots that I think talk to a bigger story – which is that despite the current… Continue reading →

Listed Lending funds: a double pairs trade

I’ve always been a tad curious about why some stockmarket listed lending funds seem to trade at a decent premium – Honeycomb, and the Funding Circle SME Income fund – whilst others (actually, most) trade at a whopping discount. On… Continue reading →

Catco’s Firestorm

I have long been a fan of the idea of investing in catastrophe bonds as a portfolio diversifier. The biggest vehicle has been London listed fund CatCo, which has hoovered up a fair amount of money in recent years. I,… Continue reading →

Monday Macro – “Normal” vol is back and why shale’s payday is a tad underwhelming

There’s been much collective moaning and gnashing of teeth amongst investors over the last few, turbulent, weeks. The penny seems to have finally dropped that we are now entering a new volatility regime, where markets could trend sideways for aeons,… Continue reading →

Weekend reading: The New (Green) Maoists versus the Rest – the coming populist showdown.

If you’re looking for the next great populist showdown, I’d suggest that it might have a green hue to it. Over the last few weekends, we’ve had a real Anglo-French contrast in rebellion. Here in the UK, a new breed… Continue reading →

Allied Minds Redux

Its only been a few days since I talked in this blog about the alarming share price decline of tech VC Allied Minds. I wondered whether this once highly valued London listed firm was in a death spiral, with its… Continue reading →

Unusual investment headlines of 2018: Buying into Poo Bear and Malaysia Rising

Two quick stories attracted my interest over the last week. The first is from the new music rights fund Hipgnosis. This came to the UK market via a successful IPO a few months ago and to date, we’ve been waiting… Continue reading →

Is Allied Minds in a death spiral?

If you are looking for a small hint of what might happen next to the global Tech sector, consider the plight of Allied Minds. The share price for this once beloved, tech investor is in free fall with no obvious driver… Continue reading →

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