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October 22, 2021
Oakley Capital Investments "total NAV return is among the best in the sector"
October 19, 2021
Fidelity European Trust has outperformed UK markets and European benchmarks over the last five years says Hardman (LON:FEV)
October 13, 2021
Fidelity China Special Situations stock-picking and gearing led to total returns 3x the market since launch says Hardman & Co (LON:FCSS)
August 13, 2021
Volta Finance "superior returns generated from CLO re-financing" says Hardman & Co (LON:VTA)
June 10, 2021
Real Estate Credit Investments Analyst Q&A: Dividend yield is the highest of its immediate peers (LON:RECI)
June 10, 2021
Oakley Capital Investments Analyst Q&A: Value created coming from earnings growth (LON:OCI) Hardman and Co’s Analyst Mark Thomas caught up with DirectorsTalk for an exclusive interview. Q1: Your recent report on ICG Enterprise Trust sits behind a disclaimer. What can you tell us about that? A1: It is just the standard disclaimer that many investment companies have. In essence, for regulatory reasons, there are some countries (like the US) where the report should not be read. In the UK, privat...
December 18, 2020
Arbuthnot Banking Group Analyst Q&A: Strong funding and capital position give it a competitive advantage (LON:ARBB) Hardman and Co’s Analyst Mark Thomas caught up with DirectorsTalk for an exclusive interview. Q1: Arbuthnot Banking Group recently announced the acquisition of Asset Alliance. What can you tell us about that deal? A1: We have long argued that ABG’s strong funding and capital position give it a competitive advantage in doing cheap deals in uncertain markets. On 10 December 2020...
December 17, 2020
Oakley Capital Investment Analyst Q&A: Consistent record of outperformance (LON:OCI) Hardman and Co’s Analyst Mark Thomas caught up with DirectorsTalk for an exclusive interview. Q1: Oakley Capital Investments, you called your note ‘NAV: conservative, robust with growth upside. Mark, what can you tell us about it? A1: In this note, what we did was we examined three aspects of the company’s net asset value. Firstly, why investors can have confidence that it is conservatively calculated, ...