Impax Asset Management Share Discussion Threads

[topvest] 19/1/2020 18:03

They are in a sweet spot for the next few years, given their first mover advantage. Nice to be in an asset manager which has a great cause at the heart of it.

[sirrux] 19/1/2020 15:49

hTTps://www.thisismoney.co.uk/money/investing/article-7902947/Weather-fear-triggers-rush-ethical-investments-inflow-ESG-funds-jump-3bn-10bn.html

[daijavu] 17/1/2020 22:04

It keep going up

[sirrux] 15/1/2020 20:53

hTTps://www.bbc.co.uk/news/business-51111727 Larry's on the lookout, or so he says.

[sirrux] 09/1/2020 17:21

Yes looks the way Dan, how silly of me not to look there! So we should know Jan's by early Feb. Is Charlie selling a handful to pay his taxes? It's that time of year, similar RNS same last year. It looks like it was part of the bigger trade at 350 which presumably included staff more generally, looks like they got better share bonuses for performance this time round if that's what is was for.

[dan hol] 09/1/2020 10:15

To your point above their AUM is updated every month on their website.

[sirrux] 08/1/2020 18:07

13F filings are interesting. Just looking at a recent one there's quite a lot of names in there (over 250 and presumably these are just the US securities on the SEC's list). They seem to throw money at anything that matches their criteria but there's huge variation in the position sizes. The top 10 is not a list you normally see in funds generally but outside the top 10 you do have lazy fund manager favorites Apple, Microsoft, Alphabet and Amazon. They've passed on Facebook and other social media, just a small dabble on Twitter. Not a fan of Elon Musk's Tesla either - perhaps failing on the G (in ESG) but maybe also the E, a bit like some of the waste recycling industry. Presumably there's some sort of weighting system linked to ESG scores but I am not aware of them having divulged their secret sauce in any of their market presentations. You can check it all out here. Will certainly look into their top 10 a bit more. hTTps://sec.report/Document/0001749768-19-000010/

[sirrux] 08/1/2020 14:30

Yes, they had a drop same period last year so compares well. That quarter is the danger quarter when institutions typically pull money. Well done to them to add about $1bn, not a slouchy number. The key is the Jan 1 inflows and the rest of the first calendar quarter. It's price sensitive data and in theory the business should know at least Jan 1 as they will be investing it, but looks like they won't disclose until 8 April. Perhaps there's a case for them to report AUMs monthly as this information will be known by regulators and some service providers, why not investors?

[dan hol] 08/1/2020 09:17

AUM up 400m in Dec to 16.1bn, and up 7% on first quarter. Tidy.

[sirrux] 30/12/2019 11:03

Hmmm...I wonder if we will see a big Jan 1 inflow for their funds. There's no limit really for this growing asset class. Helped along by the BoE sending out warnings about other asset classes.

[topvest] 19/12/2019 19:54

From a few years back. He's worth it!

[robsy2] 18/12/2019 23:31

Nice for ian to award himself the opportunity to buy some more shares for 47 p, wish i could do the same.

[robsy2] 18/12/2019 23:31

Nice for ian to award himself the opportunity to buy some more shares for 47 p, wish i could do the same.

[edmonda] 16/12/2019 14:24

https://youtu.be/j4_PuvQt-rE Ian and Charlie discuss full year numbers.

[edmonda] 16/12/2019 13:25

#IPX Growth has delivered a rock solid performance at Impax's full year results. Evidence of operational leverage is coming through and AUM continue to grow. Read the full report here: https://equitydevelopment.co.uk/edreader/?d=%3D%3DAO2YjM

[robsy2] 04/12/2019 07:28

Full steam ahead by the looks of it. The rating is demanding but the opportunity is also big and we are well placed to keep growing. A gripe for me is the continual dilution. They are very generous to themselves.

[topvest] 04/12/2019 07:28

Fantastic results. Dividend policy amended. This is a wonderful company. Happy days!

[robsy2] 29/11/2019 09:34

Ipx continues to deliver. 300p that is another milestone.

[robsy2] 20/11/2019 16:44

Yep knocking at the door again. Stay put.

[topvest] 05/11/2019 21:14

Excellent - in the right place at the right time!

[dan hol] 05/11/2019 12:25

Nice. Another $125m pops out the hopper. https://bit.ly/2NIV8Ox

[dan hol] 11/10/2019 07:17

Boom. hxxps://www.institutionalassetmanager.co.uk/2019/10/10/279430/formuepleje-selects-impax-manage-better-world-global-opportunities-fund