Edison Group

We are delighted to announce that the Edison Growth Conference 2025 will take place on Tuesday, 13 May 2025, 8:30 am - 2:00 pm at Saddlers' Hall, London EC2V 6BR. 📍 Following the success of last year’s event, this year’s half-day conference will once again feature three engaging panel discussions on critical themes: 🔹 AI and Automation 🤖🚀 🔹 Normalisation of Interest Rates 📈🏦 🔹 The Four-Trillion-Dollar Climate Opportunity 🌍💰 📅 Mark your calendar now for this must-attend event! #EdisonGrowthConference #Investment #AI #Climate #Finance Add to your Calendar: https://lnkd.in/eaM3MFVe

📈 UK equities: Not wrong to call them, but Europe surprised 📈 Our December thematic piece suggested that the diversification away from the US #market, which looked stretched from a valuation perspective, into markets that offered a higher margin of safety such as the UK (one of the #cheapest markets #globally) was partially correct. Since the start of the year, the S&P 500 has fallen c 6%, while we have seen the UK All Share up 2.8%, with the larger-cap indexes faring better. The UK gains are modest compared to European markets, with the DAX up 13% since the start of the year. Our core list has seen more changes than we would expect, with four of the 20 names switching – a sign that these are volatile and unusual times. The core list also reflects the themes driving the market: a flight to safety amid increasing geopolitical uncertainty and a steepening yield curve indicating outperformance in early cyclicals and defence stocks. Our latest report by Edison's Neil Shah breaks it all down - read it now: https://lnkd.in/eAv6wMSr

Lowland Investment Company plc in 60 seconds… Get the lowdown from Edison’s Martyn King on Lowland Investment Company. #Lowland invests across all market caps but with a weighting to the #largest companies of no more than 50% and a strong tilt towards small and mid-sized #companies. The multi-year #underperformance of small and mid-sized companies weighs heavily on the trust’s own #performance, and masks a strong record of #successful stock selection, which think this merits attention. Read the latest report here: https://lnkd.in/giNQYnRH #LWI #LSE Milosz Papst Janus Henderson Investment Trusts, UK

In this interview, Kevin Crofton, the chairman of Creo Medical and a notable name in the #semiconductors space, about what has been a strategically important period for the company. Kevin discusses the #rationale for the stake sale and medium-term strategic focus on #growing the core #electrosurgical #franchise, as well as fostering #partnerships for its #Kamaptive #technology and #CROMA platform. He also mentions the recent #cost savings implemented by the company and how, alongside recent #developments, this puts Creo in a strong position to achieve break-even. Watch the full interview here: https://lnkd.in/gVPKB9Wh Jyoti Prakash, CFA #AIM

In this discussion, a panel of highly experienced #women from across the #financial community talk about the additional value that a female perspective brings to #investment decision making and the missed opportunities for addressing a wider audience in terms of how we #market financial products. The conversation also covers how to get a broader range of voices heard and how to attract a new #generation of female #investors and market participants, with added insight from a recent recruit to the industry. This is a discussion that needs to be continued year-round, not just around International Women's Day. We are very grateful for the time and contributions from all of our panel. Fiona Orford-Williams Annabel Brodie-Smith Rosemary Banyard Louise Bryant Emma Moriarty Chloe Wong-Yun-Shing Katie Rodriguez #InternationalWomensDay #IWD2025 #EquityForAll #WomenInLeadership #DiversityAndInclusion🌍💜💪 See link to the full video below: 👇 https://lnkd.in/ewdbwHst

Worldwide Healthcare Trust is a specialist #investment trust that invests in the #global #healthcare sector, with the objective of achieving a high level of #capital #growth. Gearing and derivative transactions are used to enhance capital #returns and mitigate risk. #Performance is measured against the MSCI World Health Care Index (sterling adjusted). Read the latest report here: https://lnkd.in/eBXdCH_S Watch the full video below 👇 Milosz Papst #WWH #LSE

We had an incredible evening at the plc awards 2024 last night! ✨   Huge congratulations to our client Games Workshop PLC on being named Company of the Year.🏆👏 And a big shoutout to Raspberry Pi for winning New Company of the Year, an award proudly sponsored by Edison. 🎉 Neil Shah Oliver Haslam Russell Pointon, CFA ACA Andy Murphy Sophie Fitton #plcawards #winner #plcis40

J.P. Morgan European Discovery Trust aims to provide #capital #growth from a diversified portfolio of #European small-cap #companies (excluding the UK). The managers seek out ‘hidden gems’ that possess the #quality, #value and #momentum characteristics capable of transforming these companies into tomorrow’s market #leaders. The #trust has almost £700m in #assets and is managed by Jon Ingram, Jack Featherby and Jules Bloch of J.P. Morgan Asset Management, a #global #investment #management company. This team assumed responsibility for the portfolio at the beginning of March 2024. Read the latest report here: https://lnkd.in/dsEtbVVT Watch the full video below👇 Milosz Papst #JEDT #LSE

Best of luck to all nominees at the plc awards 2024 today, especially Applied Nutrition plc, CANAL+ Group, Pollen Street Capital, and Raspberry Pi, who are shortlisted for the New Company of the Year award, proudly sponsored by Edison Group.🍀🤞 London Stock Exchange BDO #PLCawards

Thrive Renewables is a privately owned UK-based #renewable energy company that has been pioneering sustainable #cleanenergy generation projects for over 30 years. The company’s diversified portfolio consists of 33 #sustainableenergy projects across the #UK, with a total capacity of around 142MW. The portfolio spans multiple #technologies, including onshore #wind, #solar, #hydropower, #battery storage and the UK’s first deep #geothermal electricity generation project. Read the latest report here: https://lnkd.in/eAY6r4By Watch the full video below👇 Andrew Keen Harry Kilby #THRV #JPJ