Company Profiles

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 • Paul Bryant

PensionBee purring in the UK...

...but the share price seems stuck. It looks like all eyes are on its US buildout

Jan 26 • Paul Bryant

Who’s who in UK-listed asset & wealth management

Runners and riders covered by this newsletter & what to expect

Dec 4, 2025 • Paul Bryant

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 • Paul Bryant

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 • Paul Bryant

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 • Paul Bryant

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 • Paul Bryant

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