Ruffer Investment Co. Ltd. Equity Research & Stock Reports

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06 Mar 24

Ruffer Investment Company

RICA’s tough 2023 followed a stellar 2022…

Companies: Ruffer Investment Co. Ltd.

Kepler | Trust Intelligence

09 Jan 24

Ruffer LLP: Big Picture Interview - December 2023

09 Jan 24

Ruffer LLP - Big Picture Interview December 2023

20 Dec 23

Ruffer LLP - November 2023 Update

13 Sep 23

Ruffer Investment Company - August 2023 Update

12 Sep 23

Ruffer LLP - An introduction to the strategy

13 Jun 23

Ruffer Investment Company

RICA is available on a small discount for the first time in years…

Companies: Ruffer Investment Co. Ltd.

Kepler | Trust Intelligence

05 Jan 23

Global Macro Commentary & Investment Companies Roundup January 2023

• Performance: Atrato Onsite Roof soars as investors look on the bright side. • Premiums and discounts: Investors deserting Pollen Street following dividend cut. • Money in and out: Funds struggle to attract new funding.

Companies: APEO API WTAN JII VNH ANII CBA SDV CHRY GIF MTU RICA SMT EBOX ATST ATT BGUK FCSS GCL MTE PCFT PCT

QuotedData

05 Jan 23

Global Macro Commentary & Investment Companies Roundup January 2023

Companies: PCFT PCT ANII APEO API ATST ATT BGUK CBA SDV CHRY FCSS GCL GIF JII MTE MTU RICA SMT EBOX VNH WTAN

QuotedData Professional

15 Sep 22

Ruffer Investment Company

RICA is positioned to protect against inflation or a new leg down in equity markets…

Companies: Ruffer Investment Co. Ltd.

Kepler | Trust Intelligence

12 Sep 22

Inflation & Investment Trusts - Sep 2022

Inflation has now persisted beyond most people's 2021 expectations for a “short term blip” following the COVID crisis, and investors are increasingly under pressure to generate positive real returns in the first highly inflationary (i.e., >5%) environment since 1991. We expect a degree of asset price volatility to continue across all asset classes for quite some time. In this note we look at the factors behind the current inflationary environment, evaluate which ones are likely to persist and

Companies: ADIG HHI RICA BERI PCFT SEIT HICL AEWU SERE PHP TRIG

Capital Access Group

13 Jul 22

Ready player one

The last six months may seem like a lifetime to investors, with the jubilation of the post-COVID economy giving way to inflationary blues, and equity markets entering the worst bear market in years. The roller coaster is not over, however, with the Ukrainian crisis yet to be resolved, inflation rampant, and supply chains restricted. Oases have been hard to find. Many real assets, alternatives and infrastructure trusts have managed to generate positive NAV returns. However, as the risk-off ride a

Companies: ADIG BUT CGT TEM RICA BRSA AIE EAT GSCT ACIC SONG JMG

Kepler | Trust Intelligence

07 Jul 22

A game of two halves

In the first article of our series examining the AIC Flexible Investment sector, we divided this widely disparate group of trusts into what we think are more comparable sub-groups, identifying four roughly similar types of strategy.

Companies: ADIG CGT PNL RCP MAVT MIGO RICA IVPB TFG TPOU SONG SBSI

Kepler | Trust Intelligence

23 Jun 22

Spider’s web

They say that sharks die if they stop moving. It turns out this is only true of obligate ram breathers such as the great white, many other sharks will be just fine. That said, one of our latest innovations to ensure our site doesn’t go the way of MySpace or Digg is the KTI Spider Chart which we have been steadily rolling out in our notes on individual investment trusts. This is a series of quantitative screens which aim to show how a trust performs versus its peers on what we think are critical

Companies: RICA DIVI JMI BHMG ATT

Kepler | Trust Intelligence

12 May 22

Catch a tiger by the tail

It’s the topic on everyone lips. Yes, Inflation. It is thirty years since the UK has seen inflation at a higher level. Will it subside, or will it persist? Not possessing a crystal ball, this isn’t something we are going to determine here. However, what we will discuss are the various trusts that investors might like to consider as a reaction to this very novel environment. We consider how one might most directly benefit from rising inflation, and potentially protect capital or income in real te

Companies: CGT JCH BRWM PNL RICA BERI UKW HICL ASIT

Kepler | Trust Intelligence