The Woodford Patient Capital Trust delivered a positive return during April, with the largest contribution to performance coming from the unquoted part of the portfolio.
It’s been a busier than usual few weeks here in terms of strategy evolution. Neil has been keen to take advantage of what he sees as a compelling, contrarian opportunity in domestic stocks, which have become too cheap to ignore in the wake of the Brexit vote last year.
As France approaches the final round of its pivotal presidential election, David McWilliams reports back from Paris with views on some of the key issues that are framing France’s political debate.
In the middle of writing this month’s roundup, the Prime Minister has called a snap General Election. Before we get to the fund roundup, I took the opportunity to ask Neil for his view on this latest political development… “Theresa May’s decision to take the UK electorate to the polls again in June looks very
The Woodford Patient Capital Trust delivered a negative return in March. Allied Minds was one of the largest detractors from performance. The company announced a change in chief executive during the month which appeared to unsettle the market, as did the announcement earlier in April that it is discontinuing funding at seven subsidiaries, which has