Jefferies’ Post

"The infrastructure asset class is an interesting one to watch. Our companies have evolved over the last 15 years,” says Peter Meany, Head of Global Listed Infrastructure at First Sentier Investors. Watch now as he highlights the drivers of this evolution. Learn more: https://bit.ly/4a3HWfS

In this podcast, our Managing Director of Storage Risk Solutions, Adam Hise, discusses how energy developers and financing partners can now mitigate downside risk while retaining its upside revenue potential. I hope you check it out!

Q3 2023 RESULTS | Despite having to navigate turbulent market conditions during this past quarter, Dundee Corporation (TSX: DC.A) continues to make progress on the factors within its control, particularly with regard to cost reduction. Our focus remains on investing in the long-term and collaborating with our investee companies to deliver sustainable value for our stakeholders, shareholders and partners alike. https://lnkd.in/gpweqxVh #q32023; #financialreports; #miningindustry; #shareholdervalue; #costreduction

Don’t miss Keith Behrens, Stephens Managing Director of Energy Investment Banking, next week at the 94th Annual Meeting of the Independent Petroleum Association of America - IPAA. Keith will share his insights during the session “Market Opportunities and Uncertainties – Where Do We Stand?” and discuss why Family Offices are stepping up to fill the void left by Private Equity in the energy sector, along with ideal scenarios for such transactions. #PrivateEquity #EnergyInvestment #FamilyOfficeAdvisory

Welcome to this week’s Watch List where you’ll find golden nuggets on trust discounts, dividends, tips and lots more...https://lnkd.in/dwUffcNt 1. The Times’ Tempus Column thinks Greencoat UK Wind "has the wind in its sails” 2. Questor at The Telegraph believes Brunner "continues to have long-term investment appeal" 3. Henderson Smaller Companies set to become one of the AIC's 'Dividend Heroes' after clocking up 20 consecutive years of dividend growth 4.  Inflation-buster - Rights & Issues' hikes its interim dividend by 9.3%  5. And International Biotechnology appoints Schroders as investment manager Featured funds include Scottish Mortgage Investment Trust PLC UK, Seraphim Space, Brunner, Greencoat UK Wind, Ediston Property, Intl Biotechnology, HICL Infrastructure PLC, Rights & Issues, The Henderson Smaller Companies Investment Trust plc + many more.  #finance #investing #investment #doceo

✳ 𝗟𝗣𝗫𝟱𝟬 𝗰𝗼𝗻𝘀𝘁𝗶𝘁𝘂𝗲𝗻𝘁 𝗰𝗼𝗺𝗽𝗮𝗻𝘆, Hg, 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝘀 𝘁𝗵𝗮𝘁 𝗶𝘁 𝗵𝗮𝘀 𝗮𝗴𝗿𝗲𝗲𝗱 𝘁𝗼 𝘀𝗲𝗹𝗹 Argus Media, 𝘁𝗵𝗲 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗿 𝗼𝗳 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝘁𝗼 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗲𝗻𝗲𝗿𝗴𝘆 𝗮𝗻𝗱 𝗰𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗺𝗮𝗿𝗸𝗲𝘁𝘀. 🔷 Link to official press release 👉 https://lnkd.in/eCprmEW2 🔷 Subscribe to Listed Private Equity Barometer published by LPX AG 👉 https://lnkd.in/ex-E8nej   Disclaimer: This content is provided for informational purposes and none of the content here should be construed as financial advice or an offer or solicitation for securities. The content is not intended to provide a sufficient basis on which to make an investment decision. The past performance is not indicative of future results.   #privateequity #alternativeinvestments #infrastructure #privatemarkets #investments #listedprivateequity #privatedebt #privatecredit 

Edison have recently published their latest research note on Lowland Investment Company plc (LWI). Read now for insight on: ▶️ The continuation of Lowland’s progressive dividend increases in the third quarter ▶️ Portfolio Managers James Henderson and Laura Foll’s rotation of the portfolio, setting them apart from the peer group ▶️ The potential contribution of a narrowing discount to shareholders Read the full report now: https://bit.ly/46ylqKK #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #InvestmentTrusts #MarketingCommunication For UK investors only. Capital at risk.

There is a structural challenge in South African investment markets with limited media and analyst coverage for small and medium-sized businesses listed on The Cape Town Stock Exchange and the JSE. We are always looking for innovative ways to help organisations connect with their stakeholders including shareholders, potential retail and institutional investors and staff. In the latest in our Meet The Management series our CEO Marc Ashton speaks to Warren Wheatley, the CEO of AltVest Capital which is listed on the Cape Town Stock Exchange and A2X Markets We unpack: - Learnings from being listed on the exchange - Where Altvest sees itself going - is it an investment holding company or SME lender? - Winning institutional mandates for the Altvest Credit Opportunities Fund The full Altvest results are available online here - https://lnkd.in/duMGrjzr To find out more about our offering for organisations wishing to communicate with their stakeholders, please visit our website - https://lnkd.in/dd7i8n3T #StakeholderEngagement #InvestorCommunications #InvestorRelations #CapeTownStockExchange #A2X DISCLOSURE: Interviewer is a minority investor in Altvest Capital https://lnkd.in/dzf58Vvv

Join the Infrastructure Investor Network Investor Forum on 12-13 September in London and meet with the most active investors from across the globe. View our event guide and discover which investors you could meet, who you will hear from and more https://okt.to/YnjciQ #InfrastructureInvestor #Infrastructure #London #PensionFunds #IIinvestorforum #infrastructureinvestment #InfrastructureInvestor #conference #institutionalinvestors #privateinvestors #fundmanagers #assetmanagers James Hatwell Kitty Watson Emily Domange Adam Smallman