Early on in the month, one of our holdings, Polarean Imaging, suffered a setback when the New Drug Application (NDA) it had submitted for its polariser read more..
How times change. In mid-2020, the world was on the brink of collapse – demand had disappeared and many companies were thinking “Will we survive until read more..
We strongly believe that it is possible to invest in companies that deliver social good — and be commercially successful. Open Orphan is a case in read more..
Hill & Smith announced their half year results, reporting a good recovery in trading across all three of its divisions. Compared with H1 2020, group revenue read more..
Augean is a UK based company providing sustainable, compliance-led waste management solutions. The business operates through two principal segments:Treatment and Disposal: These operations treat and dispose read more..
In terms of performance, July was not a good month. NAV was down 4.4% due to profit taking in our larger holdings. Towards the end of read more..
During the month, HeiQ announced the acquisition of Life Material Technologies, a business specialising in bio-based antimicrobials and surface hygiene, for an initial cash consideration of read more..
Confirmation that Victorian Plumbing will be valued at £850m ahead of its IPO on AIM this week is further evidence that the new issue market is read more..
While others may prefer to take a more speculative approach, our primary focus remains on constructing a resilient portfolio for our investors. We seek out quality read more..
It’s been over three years since Spire Healthcare spurned the advances of South Africa based Mediclinic (a 29.9 percent shareholder) but today it has succumbed to read more..
