Rit Capital Partners Share Discussion Threads

[a1samu] 04/2/2014 12:26

Rothschild does not work like this.

You just simply do not know what deals are on the go in shorting markets etc, after all they are increasing value consistently, even when they get it wrong!

[essentialinvestor] 03/2/2014 15:26

I just had a look at the fact sheet, they appear to have a further 15% in EM's.
The US is the largest exposure as has been mentioned.
All equity markets weak currently in any case.

[anley] 03/2/2014 14:55

Japan = 3%.............

[essentialinvestor] 03/2/2014 13:08

kin, i have just re-read the article which interviewed Ron Tabbouche, Japan
was highlighted as one of his 5 major themes, are you certain of that weighting.

[essentialinvestor] 03/2/2014 12:58

Apologies if my post is incorrect, I had read a couple of recent articles
where Japan was mentioned as one of their core ideas.

[kinbasket] 03/2/2014 10:14

4% Japan isn't exactly overweight ??

And zero Yen exposure

Nearly 40% North America.

[essentialinvestor] 03/2/2014 09:45

a1, I very much doubt today's NAV is near that level, the Nikeii 225 index is
down over 10% YTD, they are overweight Japan.

[a1samu] 03/2/2014 09:06

NAV £13.84 @ 31.12.2013.

Just keeps on increasing. Wonderful money making machine.

[anley] 31/1/2014 09:38

Taken from City Wire website page......................

A bit jumbled but I am sure watchers will be able to work it out.

In a way a bit of a Fund of Funds = increasing management costs = debate

Top 10 Holdings
RIT Global Quality 3.69%
BB Life Sciences 3.31%
Findlay Park 3.03%
Morant Wright 3.03%
Cedar Rock Capital 2.46%
RIT TMT Basket 2.37%
Blackrock European Hedge Fund 1.99%
Viking Long Fund III 1.99%
Titan Partners 1.99%
Independent Franchise Partners 1.89%
Sectors weighting
General Equity 85.00%
Equity Long/Short 13.00%
Net Current Assets 2.00%
Regional weighting
North America Region 30.00%
Other Countries 24.00%
UK 12.00%
Europe Developed ex-UK 12.00%
Asia exc Japan 8.00%
Cash/Cash Equiv. 8.00%
Fixed Interest 3.00%
Japan 3.00%

[1nf3rn0] 13/1/2014 21:11

If you look in isolation at the last 2 years then yes RCP has been a poor performer. However, presumably we all have at least a dozen or so other investments in our portfolios, and the theory is that in a well diversified portfolio during periods where some investments underperform others will outperform (it's not diversified if they all move up together, and then down together). RCP will no doubt have it's place in bringing something to your portfolios that other shares or funds don't.

The next few years could turn out to be another period of RCP relative outperformance, 2014 has certainly started positively.

[elmfield] 13/1/2014 10:30

An excellent pillar for a balanced portfolio, in my view.

[anley] 13/1/2014 10:26

So what are you looking for........a punt or long term growth with a dividend you can reinvest to compound your capital?

[r ball] 12/1/2014 13:29

by far and away my worst investment (albeit gains made). is it too big???

[elmfield] 10/1/2014 16:40

I noticed today A.R type funds perked up today,
Someone know something coming down the track to make these funds attractive?
Have to so the question.

[anley] 10/1/2014 14:31

a1samu........its gone past £13 and now me thinks 13,25 for a new rest.......

[1nf3rn0] 06/1/2014 23:16

Tomorrow.

;)

[a1samu] 06/1/2014 17:46

How long before the £13 is conquered?

[elmfield] 06/1/2014 13:18

Good to see,
Not surprised though.

[a1samu] 03/1/2014 08:15

B O R I N G ........................!!!

Come on Jacob show us the money?!

[a1samu] 02/1/2014 14:31

Next NAV release will be early March 2104, with the results to 31 December 2013.

[anley] 24/12/2013 10:15

Well RCP is lower due to its unquoted investments being valued on a mark to market basis.

Happy Christmas to those on the BB........may we prosper in 2014.

[essentialinvestor] 20/12/2013 13:23

I usually expect -10% as a very general rule.

[elmfield] 20/12/2013 13:15

Anley,
True but some trade near or even above, this is trading at a wid discount
Athanor usual, I am sure someone will come out with all the stats, that is just
my perception.

[essentialinvestor] 20/12/2013 13:00

I mentioned the approximate current discount to NAV, rather than questioning
has a discount always existed.

PNL often sells at a small premium to NAV, selling just below it currently.
Not your typical IT though.

[anley] 20/12/2013 12:49

There has always been a discount to NAV and that is how the investment trust world has been for over 50 years........that is how long I have managed money in the City.