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27 Jan 2026 14:27
Global Opportunities Trust - Update from QuotedData
27 January 2026
Cash pile grows as valuations climb
Strong performance from Global Opportunities Trust's equity portfolio drove solid NAV growth in 2025. Shareholders also benefited as the trust's discount to NAV narrowed, though it remains wide.
Noting higher valuations in the portfolio and broader market, the manager took profits and increased cash, leaving the trust ready to act if markets fall.
The trust is no longer self-managed, which should allow greater flexibility with the use of both gearing and derivatives. Currently, the manager sees opportunities in mid-cap companies with unique valuation drivers and low sensitivity to the economy.
Full Research:
https://quoteddata.com/research/global-opportunities-trust-cash-pile-grows-as-valuations-climb-qd/
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NB: Marten & Co was paid to produce this note on Global Opportunities Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.
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