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Premier Miton: troubled, can it turn?
It’s been a torrid few years. Management have acted. Costs have been slashed and new investment heads appointed. They simply have to deliver strong…
Sep 28
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Paul Bryant
2
1
1
In conversation with Mercia CEO, Mark Payton
Under the bonnet of Mercia Asset Management’s business model, growth opportunities, strategy, and the disconnect between fundamental value and share…
Jan 29
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Paul Bryant
1
PensionBee purring in the UK...
...but the share price seems stuck. It looks like all eyes are on its US buildout
Jan 26
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Paul Bryant
4
1
1
Who’s who in UK-listed asset & wealth management
Runners and riders covered by this newsletter & what to expect
Dec 4, 2025
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Paul Bryant
4
1
More juice in Jupiter's jump?
Share price up over 100% from heavily oversold levels. But even after that jump, the bull case looks stronger than the bear case.
Oct 30, 2025
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Paul Bryant
1
1
1
Jupiter jumping. Liontrust limping. Why?
After a rough few years for both stocks, Jupiter has bounced, Liontrust hasn't. What's behind recent moves? Can Jupiter run further? Can Liontrust…
Oct 13, 2025
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Paul Bryant
2
1
PensionBee's pickle. The tyranny of guidance?
PensionBee & investors are grappling with a more complex growth v profitability story. They shouldn't be. This is a potential star of the London Stock…
Feb 5, 2025
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Paul Bryant
3
1
Mercia: undervalued specialist in private markets
Mercia Asset Management is scaling up fast and generating significant cash. It's valuation looks strange, if not patently incorrect.
Jul 2, 2024
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Paul Bryant
1
1
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