Liquid Universe of European Ordinary and Preferred Shares: February ‘22 Report
Spreads have generally tightened across our liquid universe, 410 bps in the case of Volkswagen. Spreads in Sixt (45.7%) and Schroders (37%) are...
254 Views
Selected European Holdcos and DLCs: January ‘22 Report
Discounts to NAV of selected holdings have not shown a clear trend in January. Now there is just one DLC in this report, Rio Tinto, following the...
222 Views
Selected European Holdcos and DLCs: December '21 Report
Premiums of selected DLC's have generally tightened during December. Discount to NAV of holdcos have shown mixed trends.
311 Views
Selected European Holdcos and DLCs: November Report
Premiums of selected DLC's have generally tightened during November whilst discounts to NAV for selected European have generally widened.
209 Views
Selected European Holdcos and DLCs: October Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during October. The report incorporates several SOTP...
109 Views