Investment Companies

The team has over 40 companies under formal coverage across both equity and alternative investment companies sectors, and supplement this with a deep knowledge and understanding of many other London listed investment companies not formally under coverage.

The team focus on producing value-add research tailored for fund selectors/investors, and welcome the chance to discuss ideas and topics with clients – regularly conducting client roadshows to present ideas and discuss recent notes (e.g. sector and thematic pieces). Additionally, the team host biannual investor conferences to provide investors with interactive exposure to a selection of leading investment company fund managers.

 The team also produce quantitative analysis via a daily data sheet, including a proprietary value screen, and provide regular written valuation analysis and commentary through a periodic quarterly note (The Good, The Bad and The Ugly). The team was ranked 1st for Investment Trust Research in the Institutional Investor (Extel) Survey in 2021, 2019, 2018, and 2017.

Anthony Leatham joined Peel Hunt in 2015 from Investec Wealth & Investment to help build the growing Investment Companies arm. He leads our Investment Companies Research team, with over 30 years of combined fund analysis and investment companies experience across both the buy- and sell-side. Anthony was at Investec for 10 years, working for the last eight years in the Funds Research team, where he covered global, sector specialist, US, European and emerging market equity open and closed ended funds. Prior to this, Anthony was a regulatory consultant at Deloitte, a position he held for five years, giving advisory services to a range of asset managers and investment banks. Anthony ranked 1st in the 2019 Institutional Investor (Extel) Survey.

Markuz Jaffe joined Peel Hunt in 2021 having covered UK listed Investment Companies since 2016 at previous sell side research analyst roles with Singer Capital Markets and Cantor Fitzgerald. Prior to this Markuz spent four years as a buy side fund analyst within the managed portfolio service team at FE fundinfo, contributing to the risk-targeted portfolio range and recommended funds list. Markuz is a CFA charterholder and has a degree in mathematics from the University of Bath.

Tom Pocock joined Peel Hunt in 2018, initially working in Investment Banking for three years advising listed Investment Companies and working on numerous capital markets transactions, before joining the Investment Companies Research team in December 2021. Tom is studying for his CFA level 2 exam and has a degree in Maths and Physics from Durham University.

Highlights

42
COMPANIES UNDER FORMAL COVERAGE
18
No. of Clients
1st
II survey results 2021

The Good, the bad and the ugly

With the cost-of-living crisis impacting consumer spending, and
the possibility of a recession becoming ever more likely, investor
sentiment has taken a hit. Investment trusts have not escaped,
and we assess the fallout, highlighting both the interesting
cheaper opportunities and noting some of the more expensive
trusts that have avoided the wider tumult.

Analysts

Anthony Leatham

Research analyst

Markuz Jaffe

Research analyst

Thomas Pocock

Research analyst

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