Ruffer Investment Share Discussion Threads

[madengland] 10/4/2014 14:03

Not sure it's any much different from any share, or investment trust. Obviously less volatile to equity price movements. When it trades at a discount to nav it is rare, so I tend to buy and I think at present it's doubly appealing given equity froth

[lambeater] 10/4/2014 11:37

I have to say I don't fully understand what moves RICA.L. Can someone please give an explanation. Thanks

[madengland] 10/4/2014 08:46

Ruffer at a discount to nav, must be Christmas

[irenekent] 31/1/2014 14:33

I see that Ruffer bought into Ilika last year securing a 10% stake. Very shrewd. Ilika has gone from 35p to 76p at the time of writing on the announcement of a new stackable solid state battery technology. This looks like a game changer.

[lambeater] 03/1/2014 10:55

Entered today 210.25.

[elmfield] 05/11/2013 20:23

Well I have added here and pnl.

[praipus] 10/7/2013 14:22

Ruffer doing a lot of buying at the moment:

[elmfield] 09/7/2013 22:55

slightly ahead of itself, maybe,
BUT it has done pretty well this year so probably a good place to wait,
Monthly report out today.

[praipus] 18/5/2013 22:03

Noticed Ruffer on the share register of the newly listed Weiss Korean Opportunity Fund WKOF


BB:

Just in case anyone here is interested I track all Weiss and other value investor holdings on the WAM thread:)

[elmfield] 09/5/2013 22:22

O.k I have it, excellent read!

[1nf3rn0] 09/5/2013 22:14

Yes I look forward to reading each monthly update. There's always an interesting insight into a particular market, or the wider economy.

[elmfield] 09/5/2013 22:10

Old news, your link gives end march news..

[1nf3rn0] 09/5/2013 22:07

Monthly report for April


As expected "The principal detractor from performance was the exposure to gold and gold mining companies (-1.5%)"

[1nf3rn0] 19/4/2013 21:28

Good to see RICA continuing north, dispite the 10% stake in gold and gold mining companies, which, as I'm sure you're aware, are taking a right royal pummeling.

[1nf3rn0] 18/3/2013 21:25

Re. RPI

"New fears about inflation and how official statistics may understate the rate at which the real value or purchasing power of money is being eroded are raised by the Office of National Statistics (ONS) surprise decision that the Retail Prices Index (RPI) "will no longer be designated as a national statistic"."

[the shuffle man] 14/1/2013 13:44

They have done well from the annoucement that there will be no change in the method to calculate the RPI which has had a positive affect on the Index Linked Gilts they are holding.

[madengland] 07/1/2013 17:31

Good progress with our NAV......so a 5% premium would be about 210p then.....

[madengland] 04/1/2013 16:03

lol - I never expect any winners from a newspaper share tip!

[1nf3rn0] 01/1/2013 22:12

"Think of this – Ruffer Investment Company – as an anti share tip. It is chosen to provide protection in the rainy investment weather that 2013 may bring. Jonathan Ruffer has positioned the investment trust for a tipping point, the moment when central banks' huge injections of newly created money make themselves felt. He is far from being a hyper-inflation nutter; he's just making the reasonable point that investors need to watch their backs in an era when the US Federal Reserve is openly pursuing reflation to create jobs. The fund, currently at 199.25p, is flush with index-linked government debt, gold and Japanese equities. It ain't glamorous. But, one day, those assets could be the right place to be. Is that year 2013? Ruffer is often too early in his calls, so who knows? But surely you don't expect guaranteed winners from newspapers' share tips"

[madengland] 31/12/2012 12:22

Any good funds you are in or on the radar Jimbo55? Thanks and a prosperous new year

[jimbo55] 28/12/2012 23:23

Never left Mate. Still holding my stake in the Ruffer Total Return Fund (OEIC equivalent of RICA) and have been buying into Japan-focused investment trusts trading at a discount to net assets(as they have all done for years, mostly). I think Abe's new Government are going to end up providing the turnaround to Japan's deflationary spiral and Ruffer will be proved most prescient by buying into Japan a good few years before this happened. Whatever happens going forward, Abe's government seems to mean business...

[madengland] 27/12/2012 10:40

What a fabulous buying opp for RICA. Very little spread to nav and porfolio positioned well for nikkei rise, with yen weakening covered. Should be a good run on the way imo, pleased to be back in. So pleased I am talking to myself

[madengland] 06/12/2012 06:25

Been adding since 192p, I think this looks a good time. Little or no premium to nav. Could be a good time to use rica

[madengland] 19/11/2012 07:58

I often wonder whether the unprecedented period of low interest rates are themselves the problem. What are the unintended costs of the 'deleveraging' climate we have created?

[madengland] 19/11/2012 07:58

I often wonder whether the unprecedented period of low interest rates are themselves the problem. What are the unintended costs of the 'deleveraging' climate we have created?