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

RIT Capital: 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. Throughout 2024, 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/case-studies/tresidor-investment-management/

Maggie Fanari, CEO of RIT’s investment manager J. Rothschild Capital Management, will be speaking at the AIC’s Investment Company Showcase in London in October discussing market volatility and investors’ appetite for diversification, amongst other topics. https://www.ritcap.com/case-studies/tresidor-investment-management/

Family Offices: Was Privatanleger von ihnen lernen können: Willkommen in einer Welt, in der geopolitische Spannungen eskalieren und neue Zölle schneller fallen als ein Präsident tweeten kann. In diesem aufgewühlten Umfeld gleicht langfristiges Investieren weniger einem Glücksspiel als einer Partie Schach. Und wer spielt das Spiel besonders geschickt? Die Family Offices. https://de.marketscreener.com/boerse-nachrichten/family-offices-was-privatanleger-von-ihnen-lernen-koennen-ce7c5cdcd981ff21

Hier das neue REGISTER OF LORDS’ INTERESTS im Juli. Das RIT Capital Family Office der Lord Rothschild Familie erfreut sicht auch bei den anderen Lords und Dukes großer Beliebtheit. https://www.parliament.uk/globalassets/documents/publications-records/house-of-lords-publications/records-activities-and-membership/register-of-lords-interests/register010725.pdf

Which undervalued trusts could rerate in 2025? Heathcoat Amory highlights RIT Capital Partners (RCP) .. At a 27%-plus discount, RIT ‘looks entirely mispriced’, he said. ‘When market performance broadens out, or private equity recovers its poise, performance should improve and shareholders should better appreciate its unique qualities.’ https://citywire.com/investment-trust-insider/news/which-undervalued-trusts-could-rerate-in-2025/a2455303

Update Aktienrückkaufprogramm: Following the share buyback the Company's issued ordinary share capital consists of 141,114,913 ordinary shares, 678,780 of which shares (being 0.48% of the Company's total issued share capital) are held in treasury. https://www.investegate.co.uk/announcement/rns/rit-capital-partners--rcp/transaction-in-own-shares/8974373

Rothschild und Rockefeller - Jetzt ist es also raus: A Historic Alliance: RIT Capital Partners Acquires a Significant Stake in Rockefeller Financial Services. RIT Capital Partners, once presided over by the esteemed Lord Rothschild, has judiciously acquired a commanding 37 percent stake in Rockefeller Financial Services— the venerable family’s distinguished entity specializing in wealth advisory and asset management. This substantial stake was secured through the acquisition of the holdings previously held by the French banking institution Société Générale, at a valuation of less than £100 million. This momentous transaction serves to reinforce an enduring transatlantic alliance, emblematic of a relationship that has spanned more than five decades. At its core lies the distinguished kinship between the now ennobled Jacob Rothschild, aged 76, and David Rockefeller, aged 96—the grandson of the legendary American oil magnate, philanthropist, and pioneer, John D. Rockefeller. Their alliance, rooted in a legacy of strategic insight and unwavering commitment to enduring wealth and influence, continues to exemplify the enduring power of vision, tradition, and mutual respect within the echelons of global finance. https://www.facebook.com/rothschildilluminatidynasties/posts/a-historic-alliance-rit-capital-partners-acquires-a-significant-stake-in-rockefe/687854340919391/

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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