The Welsh side of my family always used to joke about Communists, ex-Communists and Anabaptists( much crossover between all three) – they might want to share everyone’s else’s wealth, but boy they were tight when it came to their own… Continue reading →
Property funds have become hugely popular with private investors, especially those in search of an income. Overall, I’m a big fan of real estate investment trusts or REITs as they are known – these permanent capital vehicles provide a great… Continue reading →
HgCapital has long been my favourite way of playing the listed private equity space – via a single manager rather than a fund of fund. It’s got a cracking long-term track record and it seems very focused – on Europe,… Continue reading →
We’re only two weeks into September and it’s clear that the IPO rush has already started in earnest. I’m sure I’ve missed a few but I’ve already caught sight of four reasonably big new IPOs – not including a likely… Continue reading →
Another week, another interesting note from Matt Hose over at Jefferies on investment trusts. This time he’s highlighted an interesting peculiarity relating to performance fees. In simple terms most investment trust managers tend to charge two sets of fees, one… Continue reading →
Nicolas Rabener is a London based analyst who’s quietly developing a strong reputation for his ETF and factor-based analysis. He’s serving a valuable function for the growing army of buyers of quantitative funds who need to understand why one factor… Continue reading →
Much as I think that a Corbyn led government would be an epic disaster – both for investors and citizens – I don’t want to give the impression that all the ideas coming from Labour and the Left are as… Continue reading →
I’ve long been interested in equipment backed closed-end funds as an alternative source of income. Probably the biggest part of this equipment backed space comprises the aircraft leasing funds which have collectively raised a few billion via the London funds… Continue reading →
Last week brought positive news on my favourite way of playing the Russian economy – Raven Russia. According to the in-house research note from Edison the big plus was that net operating income grew 14% compared with H117, to $79.3m…. Continue reading →
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