LGBR Capital LLP

“Abcam is a standout British success story and a testament to the potential growth of AIM and VCT-backed companies.” Max Ormiston, portfolio manager, highlights Abcam in this City AM article looking at British businesses that have grown from small startups to industry champions, earning their investors huge returns. Read the article here 👉 https://lnkd.in/eHAxbpvQ #vct #britishbusinesses #aimmarket #investmentmanagement This is not investment advice. For Professional Investors only.

Plan for growth, prepare for volatility. Following a period of significant instability, 2024 saw a strengthening of financial markets. Despite changes in governments, policies and ongoing geopolitical tensions, we head into 2025 with a positive outlook for the global economy. In our Outlook 2025, we share our thoughts on the themes set to influence the investment landscape and on opportunities in key asset classes over the coming year. https://macq.co/6003tNjJ3

Unicorn AIM VCT is pleased to announce its intention to launch a new offer for subscription to raise £20 million, with an over-allotment facility to raise a further £5 million. Chris Hutchinson, Portfolio Manager and Director commented: “Unicorn's AIM-focused VCT has a strong track record of providing reliable, tax-free dividends and delivering substantial long-term capital growth to its shareholders. Despite the market challenges faced in recent years, many of the AIM-listed companies in our portfolio have shown remarkable resilience." Read the news on Investment Week 👉 https://lnkd.in/e-FSBUbc #vct #intentiontolaunch #investmentmanagement This is not investment advice. For Professional Investors only.

Four major themes are driving both capital and investor demand into the listed infrastructure asset class - demographics, decarbonisation, digitalisation, and deglobalisation. In our recent interview with Brad Frishberg, Head of Global Listed Infrastructure at Macquarie Asset Management, he explores these themes and the sectors that stand to benefit. Including, energy generation powering the AI boom, regulated utilities supporting changing population densities, and multiple forms of power generation (such as wind, solar, gas) as the world adapts its energy mix. Watch the video: https://lnkd.in/epnu2nB6 #globalinfrastructure #macquarieassetmanagement #ai #investmentmanagement

*KKR’s Kravis see “huge opportunity” in Japan* The legendary co-founder of KKR, Henry Kravis says the large number of public Japanese companies trading below book value offers investors a “huge opportunity.” Japan is the largest market where his firm is focusing outside of the U.S. “I am higher on Japan today than I’ve ever been.” (Source: Nikkei Asia). Henry Kravis has been going to Japan every year since 1978. We have been going every year since 1986 and would thoroughly agree with his analysis of the opportunities Japan has to offer. www.jkim.co.uk JK Investment Management: Manager of the JK Japan Fund (UCITS) #japan #topix #nikkei #nikkei225 #japanequities #japanequityfund #japaninvestment #Japanlongonly

📽️ Why are US tech firms initiating dividends? US technology companies have long been known for their love of buybacks. Could this be changing? What should investors read into the likes of Alphabet Inc., Booking Holdings, Meta and Salesforce initiating dividends? Andrew Brown, CFA explains more in this interview with Neil Sutherland. Watch the video ⤵️   #US #techindustry #dividends #InvestingWithYou

"From 2002 to 2023, the gap between EU and US GDP growth has widened from 17 per cent to 30 per cent. Thus, it would be folly, as ever, to think the US is weak. We think investors should not panic based on recent softening economic data." Investment Analyst, Daniel Scott Lintott, comments on the US economy on FT Adviser. A great first piece of coverage for Dan 🙌 Read more here; https://lnkd.in/eNrZeqRy #usecomony #investmentmanagement #usmarket

Fund managers, Fraser Mackersie and Simon Moon recently spoke to City AM's Elliot Gulliver-Needham about finding the best British companies to invest in outside the FTSE 100. Read the article here 👉 https://lnkd.in/g3mJJ9f4 #aimmarket #smallercompanies #investment This is not investment advice. For Professional Investors only.

🗞 Rightmove - on the market? One of the recent additions to the Heriot Smaller Companies fund, Rightmove, was in the news yesterday after Australian property listings company, REA Group, announced it is considering a takeover of the UK group. They have yet to make an approach, but they deemed the potential acquisition as a "transformational opportunity" (source: Financial Times). Gavin Harvie, CFA and Andrew Brown, CFA recently made a short video explaining some of the qualities we appreciated in Rightmove, that might have piqued REA Group's interest. What are your thoughts on this news? Watch the video👇 #Finance #PropertyMarket #InvestingWithYou 📬 To contact us - https://lnkd.in/eHQpnFik

Don't miss the next JK Investment Management webinar where Francis Kirkpatrick and Simon Jones discuss the dynamics driving Japanese equities today and why they believe Japan is a market where you can add alpha. For professional advisors only. Capital at risk.