RIT CAPITAL PARTNERS WKN: 878204 ISIN: GB0007366395 Kürzel: 1IH Forum: Aktien Thema: Hauptdiskussion

there is growing evidence that RIT has turned the corner: Last year, the investment return was 9%, while the first quarter of 2025 was up by 3%.The principal driver of 2024’s performance was a 16% return from quoted equities, which comprise 46% of the portfolio...The exposure to gold – 3% of the portfolio – was increased in the first quarter. RIT looks for exceptional companies https://moneyweek.com/investments/funds/rit-capital-new-management

Quoted Equities 30 – 60% NAV Long-term allocation range: "We target high-conviction investments in listed equity markets, aiming for returns that outperform relevant equity market indices. We source these investments either directly through our internal team or through our network of exceptional, specialist managers." https://www.ritcap.com/wp-content/uploads/2025/06/RIT_Factsheet_may_2025.pdf

Fanari: " “Increased exposure to public companies is a tactical decision, as we think there are a lot of opportunities available at a time when many parts of the market are fixated with the Magnificent 7."

War ein interessantes Family Office Treffen im Spencer House mit Maggie Fanari

JRCM Portfolio Insight - Tresidor Investment Management: Our partnership with Tresidor Investment Management has enabled the portfolio to benefit from this environment, taking advantage of mispriced European investments across ‘performing’, ‘stressed’ and ‘distressed’ credit. The portfolio has seen gains from investments across a range of sectors including, IT services (Atos), insurance and travel (Saga) and financial services (Arrow Global). https://www.ritcap.com/wp-content/uploads/2025/03/RIT-AR-2024.pdf

Wenn ich wider Geld hab wird hier gekauft 😅

Bin seit heute dabei

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https://citywire.co.uk/investment-trust-insider/news/stifel-buy-rit-capital-partners-now-premium-bubble-has-burst/a1375056

https://www.itinvestor.co.uk/2020/04/rit-capital-partners/

Invest At A Discount In The Rothschild's Listed Family Office: RIT Capital Partners https://seekingalpha.com/article/4372183

5% Discount 😋 Da nehm ich doch mal ein paar 🤫😎

https://www.ritcap.com/sites/default/files/Letter%20to%20RIT%20Shareholders%20Q1%202020_0.pdf

Absolut

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