Analysts
Most recent initiations
| BB Biotech | Midas Income and Growth Trust |
| The Diverse Income Trust | European Assets Trust |
| Henderson International Income Trust | Carador Income Fund |
Recent QuickViews
Rathbone Brothers
Stability during volatility
Investment Companies | published 22/02/2012
HarbourVest Senior Loans Europe
New issuance
Investment Companies | published 15/04/2011
Finsbury Growth & Income Trust
Solid performance
Investment Trusts | published 12/04/2011
Finsbury Growth & Income Trust
Strong performance
Investment Trusts | published 10/12/2010
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Investment Companies & Trusts sector team
Latest research
BB Biotech
Long-term supportive fundamentals
Review | Investment Companies | 08/05/2012BB Biotech (BION) invests globally in companies active in the biotechnology sector. Over the last six months, biotech has been one of the best performing…
Carador Income Fund
Growing yield support
Update | Investment Companies | 08/05/2012All of Carador Income Fund’s (CIFU) invested assets are backed by secured US corporate credit, a deliberate decision by the manager to avoid European…
Is Private Equity
Poised for growth
Outlook | Investment Companies | 04/05/2012Is Private Equity (ISGSY) is a leading private equity firm in Turkey with 13 investments made since 2000 and eight exits successfully completed as of March…
Greenwich Loan Income Fund
Q112 NAV, div and CLO
Flash note | Investment Companies | 27/04/2012Greenwich Loan Income Fund (GLIF) has announced its Q112 NAV (47.8p vs 48.3p end December), which has fallen modestly with a 3% adverse dollar/sterling…
Golden Prospect Precious Metals
Back to fundamentals?
Review | Investment Companies | 26/04/2012The gold price has increased by 11% over the past 12 months but is now 20% below its high and has shown greater volatility in recent months. The rise over…
Research methodology
Edison’s investment company research process begins with a thorough investigation into the background of a company or trust. Our analysts will then meet with the fund manager to gain an understanding of their investment process and investment strategy as well as the managers’ outlook for the sector and that for the trust. The insight gained assists the modelling process, which includes, but is not limited to, a detailed analysis of the asset allocation, major holdings, performance, capital structure, dividend policy and record, discount performance, and valuation as well as a comparison against its peers. The analysts’ findings are summarised in a written report designed specifically for investment companies or trusts.
Sector commentary
Sector reports
Sectors covered
Investment Companies Show companies
- Altamir Amboise
- Amphion Innovations
- BB Biotech
- Carador Income Fund
- Conversus Capital
- Deutsche Beteiligungs AG
- DouglasBay Capital
- European Assets Trust
- F&C US Smaller Companies
- Gartmore Irish Growth Fund
- Geiger Counter Limited
- Golden Prospect Precious Metals
- Greenwich Loan Income Fund
- HarbourVest Global Private Equity Limited
- HarbourVest Senior Loans Europe
- HBM BioVentures
- Henderson Group
- HSBC Infrastructure Company
- Is Private Equity
- J.P. Morgan Private Equity
- JPMorgan Brazil Investment Trust
- JZ Capital Partners Limited
- LMS Capital
- Martin Currie Global Portfolio Trust
- Miton Worldwide Growth Investment Trust
- Polar Capital Global Healthcare Growth and Income Trust
- Rathbone Brothers
- RENN Universal Growth Investment Trust
- Scottish Oriental Smaller Companies Trust
- Sigma Capital Group
- The Diverse Income Trust
Investment Trusts Show companies
- Aberdeen New Thai Investment Trust
- Acencia Debt Strategies Limited
- British Portfolio Trust
- City Natural Resources High Yield Trust
- Dexion Commodities Limited
- Finsbury Growth & Income Trust
- Gartmore Growth Opportunities
- Henderson Fledgling Trust
- Henderson Global Trust
- Henderson International Income Trust
- International Biotechnology Trust
- Invesco Income Growth Trust
- Midas Income and Growth Trust
- New City Energy Limited
- The Biotech Growth Trust
- The Merchants Trust
- Vision Opportunity China Fund
- Worldwide Healthcare Trust
