Investors looking at Hansa Investment Company (Hansa IC; HAN/HANA) may have been perplexed in the past as to why its strongly performing multi-asset fund portfolio sits alongside a large strategic holding in a Brazilian maritime services company, Wilson Sons (WSON) and a value-oriented selection of direct equities. In this short update, we seek to address this question and argue that Hansa IC’s deep ‘double discount’ (c 45%) to net asset value and near-2% dividend yield could mean long-term inve ....
20 Nov 2020
Hansa Investment Company - Overdue a reappraisal?
Hansa Investment Company Ltd Registered A Non-Voting (HANA:LON) | 204 -3.1 (-0.7%) | Mkt Cap: 245.4m
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Hansa Investment Company - Overdue a reappraisal?
Hansa Investment Company Ltd Registered A Non-Voting (HANA:LON) | 204 -3.1 (-0.7%) | Mkt Cap: 245.4m
- Published:
20 Nov 2020 -
Author:
Sarah Godfrey -
Pages:
4
Investors looking at Hansa Investment Company (Hansa IC; HAN/HANA) may have been perplexed in the past as to why its strongly performing multi-asset fund portfolio sits alongside a large strategic holding in a Brazilian maritime services company, Wilson Sons (WSON) and a value-oriented selection of direct equities. In this short update, we seek to address this question and argue that Hansa IC’s deep ‘double discount’ (c 45%) to net asset value and near-2% dividend yield could mean long-term inve ....