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It is announced that the un‑audited Net Asset Value per Ordinary share (inclusive of accumulated income) of British Empire Trust plc, an investment trust managed by Asset Value Investors Limited, at the close of business on 08th December 2017 was as follows:
Net Asset Value ‑ Debt at par value: 801.34 pence
Net Asset Value ‑ Debt at market value: 792.89 pence
Japan Special Situations* 7.7%
Riverstone Energy 5.2%
JPEL Private Equity 4.9%
Tetragon Financial 4.9%
Symphony International Holdings 4.7%
Pershing Square 4.7%
Jardine Strategic 4.6%
Adler Real Estate 4.5%
Third Point Offshore 4.4%
Tokyo Broadcasting System 4.2%
Aberdeen Private Equity 3.8%
NB Private Equity 3.4%
Toyota Industries 3.4%
Fondul Proprietatea 3.4%
Digital Garage 2.8%
Vietnam Phoenix – Private Equity 2.7%
GP Investments 1.6%
Toshiba Plant 1.4%
Vietnam Property 0.7%
Swire Pacific – A 0.5%
Better Capital 2009 0.4%
Ashmore Global Opportunities 0.3%
Ecofin Realisation 0.1%
Aberdeen Private Equity (APEF)’s share price climbed +16% upon the announcement that an agreement had been reached to sell its entire investment portfolio at a modest premium to NAV. We made our initial investment in APEF in Apr-17 at a 20% discount to the prevailing NAV, and built up a stake in excess of 25% over the following months at tighter discounts.
https://www.british-empire.co.uk/commen ... wsletters/
https://absolutehedge-website.s3-eu-wes ... PPgXru0%3D
Posted by Anthony Sawyer on Jan 21st, 2018 // No Comments
British Empire Trust logoBritish Empire Trust PLC (LON:BTEM) insider Susan Margaret Noble acquired 1,925 shares of the firm’s stock in a transaction dated Wednesday, January 17th. The shares were purchased at an average cost of GBX 749 ($10.16) per share, for a total transaction of £14,418.25 ($19,552.82).
Shares of British Empire Trust PLC (LON:BTEM) opened at GBX 748 ($10.14) on Friday. The stock has a market capitalization of $858.36 and a P/E ratio of 644.83. British Empire Trust PLC has a twelve month low of GBX 646.50 ($8.77) and a twelve month high of GBX 755 ($10.24).
https://weekherald.com/2018/01/21/briti ... stock.html
Fans of Warren Buffett may like value plays, finding under-priced assets capable of unlocking underappreciated returns potential.
Topping the broker’s selections in this segment is British Empire Trust (BTEM). It is managed by Asset Value Investors’ Joe Bauernfreund, who has been in the hotseat since October 2015.
His mandate is to find undervalued stocks around the globe, but outside of the US.
Since Bauernfreund took the helm the trusts has outperformed is benchmark MSCI World Index in NAV terms by 17%. Its NAV total return of 13% last year was driven primarily by two of its top holdings, Wendel and its Japanese Special Situations which is a basket of 17 Japanese stocks.
https://www.sharesmagazine.co.uk/news/s ... ent-trusts
marvan schreef:January 2018 newsletter
https://www.british-empire.co.uk/conten ... 18-JAN.pdf
Ben aan het instappen. Zitten nog al veel in Japan overwogen. I ike it.