Investor posted a modest NAV increase over Q2, mainly driven by its listed portfolio thanks to a good start to the year for many of the high quality companies that compose it. Investment-wise, Q2 was rather quiet with the HoldCo opting to support its existing holdings, as management warns of the current level of valuations as a potential short- to medium-term risk.
15 Jul 2021
Q2 21: listed portfolio-driven NAV progression, management warns of surging valuations
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Q2 21: listed portfolio-driven NAV progression, management warns of surging valuations
Investor posted a modest NAV increase over Q2, mainly driven by its listed portfolio thanks to a good start to the year for many of the high quality companies that compose it. Investment-wise, Q2 was rather quiet with the HoldCo opting to support its existing holdings, as management warns of the current level of valuations as a potential short- to medium-term risk.