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London
Joined July 2012
CORD continues to deliver on its buy, build & grow strategy... tinyurl.com/45wu8cs6 Capital at risk.
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China’s LLMs have closed the gap on America’s frontier models… tinyurl.com/33h3xtts Capital at risk.
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The ancients saw the will of the gods in the flight of birds; our analysts think mergers may offer similar augurs for investor sentiment... tinyurl.com/mtpwbkjy Capital at risk.
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Move over growth, income is back in town... tinyurl.com/bd9s9n5d Capital at risk.
478
Stock selection prowess has delivered another year of outperformance... tinyurl.com/66svs2ry Capital at risk.
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Renewable assets tend to be highly cash generative… tinyurl.com/7km9zssz Capital at risk.
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We ask what activists have achieved this year, and how boards' responses have left the sector stronger... tinyurl.com/fdz3ymx2 Capital at risk.
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CCJI’s Theo Wyld sees scope for further gains from Japanese stock markets… tinyurl.com/49sustu3 Capital at risk.
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Recent results showcase the value added through Masaki’s stock picking... tinyurl.com/3hfnuhwb Capital at risk.
804
JAGI’s Robert Lloyd argues the valuations of Asia chipmakers looks attractive… tinyurl.com/57s5ek7k Capital at risk.
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Has China become too cheap to ignore? tinyurl.com/mt6ft24b Capital at risk.
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After a decade adrift, could small cap discounts be the next trade? tinyurl.com/bdhdv9jf Capital at risk.
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346
BHMG’s discount narrows, following a number of Board-led initiatives... tinyurl.com/4fuxn4k9 Capital at risk.
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2,429
There’s value hiding within the UK smaller companies market… tinyurl.com/4zwb3u6j Capital at risk.
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1,867
The UK stock market is going from strength to strength... tinyurl.com/3mrdvbxr Capital at risk.
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429
VEIL offers exposure to a cheap Vietnamese market at a discount... tinyurl.com/2s4c7tpc Capital at risk.
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Hedge funds are betting against housing and construction businesses... tinyurl.com/mrw56258 Capital at risk.
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Targeting higher returns from renewable energy assets... tinyurl.com/4zvx88mt Capital at risk.
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NBPE’s interims show definite indicators of a recovery... tinyurl.com/4932xpkt Capital at risk.
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Concentration is rising, but trusts have the tools to take advantage... tinyurl.com/4ewj9z3m Capital at risk.
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