Legal Entity Identifier: 213800ON67TJC7F4DL05 The unaudited net asset value of Athelney Trust was 159.6p at 30 September 2026. Fund Manager’s comment for September 2026 Economic activity remained relatively resilient across[…]
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The power of investing in passion and why games workshop does it so well
A passionate customer base can be a valuable, rare, and inimitable resource that underpins a sustainable competitive advantage in the eyes of investors. Read full article here – The power[…]
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Lingering supply chain issues
As predicted in last month commentary, the Chinese economy was clearly disrupted by the renewed COVID outbreak and the potential collapse of Evergrande with a reported quarter-on-quarter GDP growth rate[…]
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Monthly Update: April 2016
Two serious profit warnings from St Ives and Sprue Aegis, plus capitalising the professional fees relating to the recent private placing, has turned what should have been a comfortable positive[…]
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