Ruffer Investment Share Discussion Threads

[ifthecapfits] 09/5/2017 17:02

Bought a few today.

[pvb] 02/3/2017 23:25

Cut in dividend doesn't seem to have harmed the share price.

[pvb] 05/12/2016 18:12

Yes. All is forgiven!

[elmfield] 27/10/2016 15:18

Thank you.

[jimcar] 27/10/2016 14:27

Tipped in te Telegraph

[elmfield] 27/10/2016 13:26

What is going on?

[bpdon] 03/8/2016 14:52

03/08/2016 2:40pm
PR Newswire (US)
Ruffer Investment Company (LSE:RICA)

Notification of purchase of shares by Jonathan Ruffer
Jonathan Ruffer has added to his existing holding in Ruffer Investment Company Limited (RICL) with a purchase of 100,000 shares on 2 August 2016 at a price of 214.25p. Jonathan and his immediate family now own 1,039,335 shares.

[elmfield] 27/6/2016 22:48

Probably taken out insurance, I know they had before
and they should have it all in place at the time of a referendum, IMV.

[lambeater] 27/6/2016 22:40

Japanese equities, Japanese currency, USD denominated or USD related oil stocks perhaps. But they have a lot in Sterling as well so don't really know the reason. This continues to be a mystery but cannot forget how well it performed during and after the 2008 crisis.

[elmfield] 27/6/2016 18:15

Lovely,
Doing what it says on the tin,
Pnl other holding doing the same.

[pvb] 27/6/2016 17:41

Quick down and up!

[0x3f] 14/6/2016 22:36

Recommend looking at capital gearing, it's frequently up (albeit slightly) on down days. Doesn't move about muchat all. Pnl has also done well recently.

I'll prob leave this be for now, it did do well in the last crisis - hopefully that wasn't just a fluke.

[0x3f] 14/6/2016 22:32

I don't mind it going down, but expect less than ftse! Maybe discount to nav has opened up.

Interesting to see on 1 year chart the high frequency volalility is less than the ftse, it's just that the low frequency (overall trend) is the same-ish. They seem to be getting something wrong.

I wonder how much input Jonathan Ruffer has these days since he went part time.

[pvb] 14/6/2016 22:05

I am starting to agree. This seems to be increasing volatility, not reducing it. I'd have been better off without it!

[lambeater] 14/6/2016 21:24

These people must be held to account at the next meeting. The stock should be going up at times like this otherwise what's the point of holding the shares. They are a lose lose.

[0x3f] 14/6/2016 18:45

Terrible performance here. This is supposed to be one of my defensive, low correlation holdings but over 1 yr it's down about the same as FTSE (12.5%).

[lambeater] 29/4/2016 17:02

I think my average is about 199p (including dividends)so not good but certainly not a disaster. Not sure what the share price movement correlates to. Japanese equities? Interest rates? Or are we keeping the champagne and oyster bars alive in The City of London?

[elmfield] 29/4/2016 16:04

Since Christmas this being my safe share so called has been
my worst holding,
Something the team need to chew on!!

[lambeater] 29/4/2016 15:41

...or bluffer?

[edwardt] 29/4/2016 13:49

chicken feed for him - time to rename duffer?

[elmfield] 15/4/2016 13:30

Followed by hamish ballie taking 30000 odd.