News & Information
Recent news stories regarding our IFSL RC Brown UK Primary Opportunities Fund are below.
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The Hut Group became London’s largest IPO since 2017 with a market capitalisation of over £5bn. An online retailer and technology company, founded in Manchester in 2004, it had considered a US listing before London relaxed its rules to allow the founder a golden share which will allow him to block a hostile takeover for… Click to find out more
The UK market struggled for direction as volatility remained elevated with concerns over the impact of Covid-19 and as fears of a second wave continue to weigh on the market. The UK confirmed what we already knew – that we are in a recession – as Q2 GDP declined by over 20%. The Bank of… Click to find out more
The UK market saw its first monthly reverse following the record falls in March as Europe locked down. Whilst economic data is recovering, the signs are that it will be a slower recovery than many expected as confidence takes time to rebuild. The various job retention schemes will also end in the coming months, leading… Click to find out more
AIM market performance has much to commend it. As AIM hits its 25th anniversary, Oliver Brown of fund managers RC Brown assesses how the market has developed and is performing. The AIM market, as with all equity markets, has had a volatile year. On the face of it, the AIM market performance might seem surprising,… Click to find out more
These remain exceptionally unusual and unprecedented times. Following the sharpest market falls in history in March, we saw a good bounce in April & May whilst June has seen further more modest gains. It has proved an extremely volatile month – the first week saw a near 7% rise in the FTSE followed by the… Click to find out more
Like most investment managers we like to buy shares in companies that are growing their profi ts and distribute some of this to their shareholders by way of dividends. The covid-19 pandemic has seen many companies cut or cancel dividends, in order to preserve cash in these greatly uncertain times. Generally though, share prices do… Click to find out more
These remain unusual and unprecedented times. Following the sharpest market falls in history in March, we have seen a reasonable bounce in April & May as markets look ahead to the tentative re-opening of economies and belief that the worst of the economic data and pandemic has passed. A second wave remains a possibility and… Click to find out more
Like most investment managers we like to buy shares in companies that are growing their profits and distribute some of this to their shareholders by way of dividends. The covid-19 pandemic has seen many companies cut or cancel dividends, in order to preserve cash in these greatly uncertain times. Generally though, share prices do not… Click to find out more
Oliver Brown examines the best options for investors looking to minimise losses in the current bear market and re-build their wealth as recovery takes shape What Investment May 2020
Oliver Brown, co-manager of RC Brown’s IFSL RC Brown UK Primary Opportunities fund, has added nine new positions to his portfolio in the last four weeks amid an investment backdrop he likens to 2009. www.investmentweek.co.uk/interview/4014572/rc-brown-brown-snaps-share-issuances-amid-2009-style-opportunity-set
These are indeed unusual and unprecedented times. Following the sharpest market falls in history in March, we have seen some recovery in April as markets start to look forward to economies beginning to re-open after lockdown. There is no doubt that lockdown measures will be eased gradually and the recovery will take time. It is… Click to find out more
March market meltdown, where do we start? Firstly, some facts – this was the fastest market move into bear territory in history, (a fall of greater than 20% from peak), taking just three weeks. The reason is financial markets simply do not know how to price in the potential for global economic lock down for… Click to find out more