Month: December 2018

7th December 2018

November update – markets continue to struggle to make headway amongst a difficult political backdrop. Beware the black swan.

We invested in two new holdings during the month – Angling Direct and Mears, both raising new money for expansion. Two sub underwriting opportunities arose in Restaurant Group and Grainger. In November, the IFSL RC Brown UK Primary Opportunities Fund returned –1.67% compared with –1.64% for the FTSE All Share and -1.54% for the IA… Click to find out more

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