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Quoted Data Research Note
January 2026
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 appointed as investment manager
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 […]