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. 

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.