TheInvestors.blog

TheInvestors.blog

Home
Notes
Asset Management
Wealth Management
Disclaimer
Mercia: it won’t take long to see who's right
Share price heavily discounts on-balance-sheet investments. Mercia intends to sell most of them within 2 years. It won’t take long to see who's right.
 • 
Paul Bryant
1
Strong growth at Tatton: profit +24%, dividend +19%
Another exceptionally strong year. Financial advisers continue to outsource investment management to this market leader. Their confidence in Tatton…
 • 
Paul Bryant
Tough H1 for Impax, but shares look detached from fundamentals
Impax is hardly the disaster implied by its share price, which is down 31% over six months and 68% over 12 - a forward PE of just 8.5 for a business…
 • 
Paul Bryant
Wealth managers' Q1 flows hold up
Amidst tariff worries and US market falls, UK investors just kept on feeding those ISAs and SIPPs. But try telling that to shareholders!
 • 
Paul Bryant
Polar flows hold up amidst heavy sector outflows
AUM hit by market falls, but Polar's net flows look strong in what is looking like an awful quarter for active asset managers
 • 
Paul Bryant
Tatton keeps on sprinting
Record inflows (again), so impressive given markets
 • 
Paul Bryant
Sprinters, joggers, walkers, stumblers
In UK wealth management, disparity makes for a stock-pickers' paradise
 • 
Paul Bryant
TheInvestors.blog
TheInvestors.blog
Nuggets of analysis for shareholders of Asset & Wealth Management companies
Recommendations
Schwar Capital
Schwar Capital
Schwar Capital
Small Caps Life
Small Caps Life
Mark Simpson
User's avatar
Musings on Markets
Aswath Damodaran
Superfluous Value
Superfluous Value
Guy Davis

TheInvestors.blog

AboutArchiveRecommendationsSitemap
© 2025 Canbry Consulting Limited
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture