More Great News

Updated: May 17

Following the announcement about two awards in my last letter, this month we have been shortlisted for another one.


This time, our investment trust is up for ‘Investment Company of the Year 2017 – Flexible Investment Sector’. I would like to commend and thank my teammates on the investment desk. This has been a team effort. Of course, we haven’t won it yet, but we would hope that the Trust’s highest ranked volatility-adjusted returns, as well as the clearly articulated investment style and process that produced them, will stand us in good stead.


We manage a total of three publicly available funds, and we’ve been nominated for three awards in recent weeks. This is a substantially better ratio than that of most, if not all, of our larger peers who have much bigger stables of funds.


Published in Investment Letter, September 2017





The views expressed in this communication are those of Peter Elston at the time of writing and are subject to change without notice. They do not constitute investment advice and whilst all reasonable efforts have been used to ensure the accuracy of the information contained in this communication, the reliability, completeness or accuracy of the content cannot be guaranteed. This communication provides information for professional use only and should not be relied upon by retail investors as the sole basis for investment.

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