We last updated our discounted opportunities portfolio in July. Since then markets have been grinding higher but discounts have not moved – and perhaps slightly widened. We think readers will largely agree that it is hard to have conviction about the direction of markets and leadership at the moment, which may explain the static picture regarding discounts. At a directional level, the easy gains in the recovery have been made, and government support schemes have still to be wound down, creating ....
14 Sep 2021
Bargains galore
JPMorgan US Smaller Companies Investment Trust PLC GBP (JUSC:LON), 403 | Jupiter Green Investment Trust PLC (JGC:LON), 181 | CC Japan Income And Growth Trust (CCJI:LON), 0 | Brown Advisory US Smaller Companies PLC GBP (BASC:LON), 1,352 | Oakley Capital Investments Ltd Registered (OCI:LON), 466 | NB Private Equity Partners Limited Class A (NBPU:LON), 2,050
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Bargains galore
JPMorgan US Smaller Companies Investment Trust PLC GBP (JUSC:LON), 403 | Jupiter Green Investment Trust PLC (JGC:LON), 181 | CC Japan Income And Growth Trust (CCJI:LON), 0 | Brown Advisory US Smaller Companies PLC GBP (BASC:LON), 1,352 | Oakley Capital Investments Ltd Registered (OCI:LON), 466 | NB Private Equity Partners Limited Class A (NBPU:LON), 2,050
- Published:
14 Sep 2021 -
Author:
Thomas McMahon, CFA -
Pages:
6
We last updated our discounted opportunities portfolio in July. Since then markets have been grinding higher but discounts have not moved – and perhaps slightly widened. We think readers will largely agree that it is hard to have conviction about the direction of markets and leadership at the moment, which may explain the static picture regarding discounts. At a directional level, the easy gains in the recovery have been made, and government support schemes have still to be wound down, creating ....