Joined October 2013
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Jan 21
Gavin Lumsden, head of news @QuotedData, says: "You can get more of our news on investment companies in our free, daily newsletter." Register here: f32ll.share-eu1.hsforms.com/…
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Jun 12
Scottish Mortgage $SMT rallies >4% after investors shook off a warning from fund manager Tom Slater of the potential for volatility in SpaceX heading for a record $1.78trn (£1.3trn) flotation today. Fellow $SPCX holders $EWI $MNTN $USA & $RCP also rose. quoteddata.com/2026/06/scott…
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Jun 12
Partners Group Private Equity $PEY writes off its €20m (£17.3m) investment in Pharmathen, a Greek developer of drug delivery technologies hit by an import alert from the @US_FDA last year. This helped knock 2.5% off the fund's net asset value in April. quoteddata.com/2026/06/partn…
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Jun 12
Picton Property Income $PCTN still assessing the joint bid from LondonMetric $LMP & Schroder Real Estate $SREI after delivering “solid” annual results. "Picton’s results illustrate why I am sorry to see it be carved up," says James Carthew @QuotedData. quoteddata.com/2026/06/picto…
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Jun 12
Glenstone, the largest shareholder in Alternative Income REIT $AIRE, makes a £56.3m, 70p per share cash bid for the company, which James Carthew @QuotedData thinks "looks a bit mean" at just 1.4% more than last night's price. quoteddata.com/2026/06/glens….
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Jun 11
TwentyFour Select Monthly Income $SMIF says last month’s commitment by Andy Burnham to follow the Labour government’s fiscal rules if he replaces Kier Starmer as PM contributed to the credit fund’s cautious optimism after a turbulent half year. quoteddata.com/2026/06/twent…
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Jun 11
Political risk is reshaping markets.
Join us live with Keith Craig of The Sunday Briefing to explore what investors should watch next.
📅 Friday. 12 June 2026
⏰ 11am
📍 tinyurl.com/QDSBYT
#QuotedData #Investing #Geopolitics #Markets
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Jun 11
$ATR a good fit for $PAC says James Carthew @QuotedData: “The Schroder team is well-regarded & has delivered decent long-term returns ... The lower fees, conditional tender offer, increased scale/liquidity, & cost contribution from Schroders are good news” quoteddata.com/2026/06/pacif…
Jun 11
Pacific Assets $PAC, the £473m investment trust hit by the exit of its Stewart Investors management team last year, is to merge with Schroder Asian Total Return $ATR, offering shareholders a 25% cash exit at a 2% discount. londonstockexchange.com/news…
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Jun 11
Pacific Assets $PAC, the £473m investment trust hit by the exit of its Stewart Investors management team last year, is to merge with Schroder Asian Total Return $ATR, offering shareholders a 25% cash exit at a 2% discount. londonstockexchange.com/news…
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Jun 10
Update: $BBOX rose nearly 5% to 151p after saying the government had approved its data centre development at Manor Farm near Heathrow. londonstockexchange.com/news…
Jun 10
Tritax Big Box REIT $BBOX now expects the Ministry of Housing, Communities and Local Government to announce the long-awaited planning decision on its data centre at Manor Farm, Heathrow on or before 7 July.🤞
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Jun 10
TR Property $TRY fund manager Marcus Phayre-Mudge's frustration at the impact of the Iran war on the investment trust's results was nothing to his anger at Unite $UTG for buying Empiric Student Property, calling it a "disastrous corporate acquisition". quoteddata.com/2026/06/tr-pr…
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Jun 10
Impax Environmental Markets faces a potentially defining moment, with an RGM set for 17 June following Saba Capital’s campaign.
Our latest note looks at the tender offer, recent performance and what may come next.
Read more: tinyurl.com/QDREIEM3
#QuotedData #Impax #Saba
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Jun 10
AVI Japan Opportunity Trust has added scale following its combination with Fidelity Japan.
Our latest note looks at its engagement-led approach, the Japan backdrop and the potential for further NAV growth.
Read more: tinyurl.com/QDREAJOT
#QuotedData #AVI #Fidelity
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Jun 10
Tritax Big Box REIT $BBOX now expects the Ministry of Housing, Communities and Local Government to announce the long-awaited planning decision on its data centre at Manor Farm, Heathrow on or before 7 July.🤞
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Jun 10
International Biotechnology Trust $IBT was a small beneficiary of GSK’s record $10.6bn acquisition of US cancer drug developer Nuvalent yesterday, with 0.4% invested in the Boston-based company. This is the sixth bid IBT has seen this year. quoteddata.com/2026/06/morni…
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Jun 10
Flushed with its ICEYE success, Molten Ventures $GROW invests €30m into €270m series-D funding round by Isar Aerospace, a German satellite launch company it says is “one of the most significant opportunities” in the European space technology sector. quoteddata.com/2026/06/morni…
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Jun 10
Workspace $WKP, the office space provider fighting efforts by Saba to wind it down, cuts its final dividend by 12.1% to 16.7pps. “Workspace’s results underline the scale of the task ... but also the opportunity," says Matthew Read @QuotedData. quoteddata.com/2026/06/morni…
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Jun 10
Saba Capital has bought a 5% position in Grainger $GRI, the £1.1bn residential landlord where Mike Ashley, founder of Frasers, bought a 4.2% stake last month. “Strap in, this could get interesting." says @RichWilliamsQD @QuotedData. quoteddata.com/2026/06/morni…
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Jun 9
Lindsell Train $LTI fund manager Nick Train has invested in US credit scorer FICO, doubling down on an artificial intelligence “winners” bet that has pushed the investment trust to its worst annual loss in 25 years. quoteddata.com/2026/06/linds…
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Jun 9
Seraphim Space $SSIT soars 23% and Molten Ventures $GROW jumps 11% after ICEYE, the Finnish satellite constellation operator they hold, quadruples its valuation to over €10bn ($12bn) in its latest fund raising. quoteddata.com/2026/06/serap…
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Jun 8
US Solar Fund $USF was a surprise top riser in the investment companies sector last month after its shares soared 33% on talks to sell its portfolio at a “significant premium”. 1/2 quoteddata.com/2026/06/trust…
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Jun 8
Investment Trust Newsletter publisher Andrew McHattie thinks $USA could sell on a 20% discount, or around 48 cents a share, compared to 37c now, telling the @QuotedData “In The Hot Seat” show on Friday, “there is still a bit of value here for optimists”.
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