The Company generated a positive absolute return of +3.9% in its net asset value over the first quarter of 2026, which is pleasing given the myriad opportunities to lose money provided by markets. [Download link above]
Cash pile grows as valuations climb A strong contribution from Global Opportunities Trust (GOT)’s equity portfolio led to decent NAV growth over 2025. Shareholders benefitted further from a narrowing of its – still too-wide, in our view – discount. The manager observed the rising valuation multiples on many of the stocks in the portfolio and […]
Goodhart Partners (“Goodhart”) is pleased by the recent announcement that the Global Opportunities Trust (“GOT”) will be appointing Goodhart as discretionary investment manager. Cahal Dowds, Chairman of GOT said: “This is an evolution of Goodhart’s existing role supporting the Board of GOT and its Investment Director, Sandy Nairn. Sandy will now continue to perform his […]
In this episode of Quoted Data’s ‘Weekly News show’, Sandy Nairn and Alan Bartlett introduce the Global Opportunities Trust plc (GOT) and field questions on the macro environment and why and how the Trust is managed and positioned to address the challenging investment landscape that is anticipated to lie ahead.
A dialogue with co-founders of Malted AI Introduction AI has been dominating the investment landscape in recent months as tools such as ChatGPT introduce AI’s capabilities to the general public. Meanwhile, the press coverage ranges from the apocalyptic (end to the world) to the messianic (a coming productivity and innovation miracle which will save the […]