🔍Read our #FundInsight reports here: https://lnkd.in/d8ha2HJR This #InvestmentTrust research is available to all investors. Our latest report covers JPMorgan Global Growth & Income #JGGI🌐 Watch Emma Bird, CFA explain the fund’s strategy and performance📊, video in collaboration with Doceo Group Capital at Risk. Winterflood Securities is regulated by the Financial Conduct Authority #RetailInclusion #InvestorInclusion #FinancialServices
Winterflood Research
Financial Services
Comprehensive coverage of the UK Investment Trust sector
About us
Winterflood has one of the largest dedicated Investment Companies teams, with c.25 professionals exclusively focused on the sector across Research, Corporate Finance, Market Making and Sales. Winterflood Investment Trusts has undertaken over 50 investment company fundraisings since January 2015, raising over £7bn for corporate clients, and is ranked #3 for total issuance (primary, secondary and tap issuance) over this period. Our Research offering is comprehensive, providing the widest coverage in the sector and covering all major asset classes, from long-only equity to music royalties and renewable energy infrastructure. We aim to provide our clients with high quality, deep dives into investment companies, thematic research, data, and regular conferences to help inform client investment decisions. We are supported by the depth and experience of the wider Investment Trusts team. Our clients include wealth managers, pension funds, local authorities and institutional investors, as well as the major private client brokers. The Research team members are regular contributors to the press and media, helping to promote the Investment Companies sector and our Head of Research, Emma Bird, sits on the Statistics Committee of the Association of Investment Companies.
- Website
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https://www.winterfloodresearch.com
External link for Winterflood Research
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- London
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Investment Trusts, Financial Services, and Research
Locations
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Primary
25 Dowgate Hill
London, EC4R 2GA, GB
Updates
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In The Media: Emma Bird, CFA recorded a podcast with UK Investor Magazine regarding the latest developments in the investment trust universe. #InvestmentTrusts
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In The Media: Emma Bird, CFA cited by Investment Week on the latest developments at EDINBURGH WORLDWIDE INVESTMENT TRUST PLC. Valeria Martinez
Edinburgh Worldwide pledges £130m capital return amid changes to boost performance
investmentweek.co.uk
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In The Media: Shavar de Vries Halberstadt in City AM regarding the #merger between Asia Dragon Trust plc and Invesco Asia Trust PLC. Read here: https://lnkd.in/e3ubfTbr Elliot Gulliver-Needham abrdn Investment Trusts Invesco Ltd.
Another investment trust bites the dust: Abrdn's Asia Dragon set to merge
https://www.cityam.com
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Watch: Emma Bird, CFA will speak at the Future Trends In #InvestmentTrusts conference on 6 November. 📌 Register here: https://lnkd.in/dWXagadp
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🌟 #InvestmentTrusts offer access to experienced portfolio managers, and our #FundInsight reports break down their strategy and performance 🧐 ➡️Our latest report covers Impax Environmental Markets plc #IEM. Free to read here: https://lnkd.in/d8ha2HJR Capital at Risk. Winterflood Securities is regulated by the Financial Conduct Authority. #InvestmentStrategies #FundResearch #PortfolioManagement
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LISTEN: Emma Bird, CFA on the AJ Bell Money & Markets #Podcast, discussing dividend flows from #InvestmentTrusts https://lnkd.in/eMuRU3uA
Investment Trust Show #8: Investing in private equity, finding income and exploring Baillie Gifford’s Monks trust
https://spotify.com
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In The Media: Investors' Chronicle also cites our latest note 'Small Funds, More Dilemmas', which analyses recent sector consolidation trends. Dave Baxter #InvestmentTrusts
The investment trusts at risk of disappearing
investorschronicle.co.uk
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In The Media: Trustnet cite Elliott Hardy, CFA on our latest research note regarding potentially 'sub-scale' funds. Emma Wallis https://lnkd.in/ehVr-yz7
17 sub-scale trusts that could be ripe for a wind-down or merger | Trustnet
trustnet.com
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'Small Funds, More Dilemmas': Our latest note takes a look at the drivers behind the continued consolidation of 'sub-scale' trusts, and uses this as a lens to see which other trusts may fall to a similar fate. Read here: https://lnkd.in/eJS5KVwh