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This activist fund is earning excellent returns from governanc
Renamed and under new management, this trust offers exposure to attractively-valued market leaders with pricing power
Understanding the reasons behind NAV discounts and why you need to put them in context before making an investment decision
A whistle-stop tour of new faces, farewells, winners and losers
Star manager buys more shares and hopes fellow investors will be ‘rewarded for their patience’
Andrew van Sickle: Shall we start with an overview of your fund? Daniel Avigad: The TM Lansdowne European Special Situations Fund is a long-only, mid- to large cap-focused Europe ex-UK fund. We concen
Many companies in the UK market will be hoping to benefit from volatility and uncertainty caused by Donald Trump’s trade policies. Fund manager Jupiter says it is seeing evidence of investors rotating