• Align Research’s Top 10 Conviction Picks for 2018

    December 26, 2017 | Posted by

    Well, it’s that time of year again where we look ahead to the new calendar year and place our “cooking” and conviction picks at Align on show for 2018. Last year’s picks are HERE and we are pleased to relay we had some real winners. ZIOC was the stand out performer – rising from 6.5p […]

  • Global Resources Investment Trust – value realisation horizon nears

    May 19, 2017 | Posted by

    The release of GRIT’s final results for the year ended 2016 on Friday 28th April per HERE was largely an academic exercise. Following the restructuring of the company as detailed in the circular of December last year the company is now focused upon the creation of value within its remaining major constituent companies which include Anglo […]

  • Global Resources Investment Trust update – new direction emboldens confidence in 20p price target

    February 10, 2017 | Posted by

    By Richard Jennings, CFA We last wrote about GRIT HERE in which we highlighted the massive dislocation in value between the stock price of GRIT and the company’s underlying NAV. At the time, the company was considering a proposal put forward by Primestar that was thankfully kicked into the long grass in the final analysis. The […]

  • Align Research Top 10 Conviction Picks for 2017

    December 28, 2016 | Posted by

    By Richard Jennings, CFA As another year turns (and we are all, sadly, that bit older!) and we close out our inaugural 12 months here at Align Research we lay out for our readers and subscribers our Top 10 Conviction picks for 2017. At the start of 2016 we were one of the very few […]

  • Global Resources Investment Trust (GRIT). Mispriced opportunity – price target 20p

    April 17, 2016 | Posted by

    By Richard Jennings, CFA Global Resources Investment Trust (GRIT) was set up by RDP Fund Management (run by David “Sam” Hutchins & Kjeld Thygesen) in March of 2014. The structure of this trust is not like the typical closed end fund, where a monetary subscription is made by investors and the funds are then invested […]