Majedie

Established in 2002, we are specialist, active equity investors. Our feed for UK investment professionals. Not advice and views may change.

[Majedie @majedie]

Majedie Asset Management was acquired by Liontrust on 1 April 2022 and the fund managers have been renamed the Global Fundamental team. To continue to see the latest updates, views and insights from the Global Fundamental team, please follow @LiontrustViews

[Majedie @majedie]

Adrian Brass delves into the hidden #gem of #toy conglomerate @Hasbro with @InvestmentWeek's @jamesbaxterd. https://t.co/eXtRrMdQ4F

[Majedie @majedie]

James de Uphaugh writes of #greenflation, a knock-on effect of #ESG in its widest #societal sense, in this recent @InvestmentWeek article. https://t.co/O15q8BDP1f

[Majedie @majedie]

Tom Record and Tom Morris talk about how #serendipity has been a powerful force behind many #discoveries in the latest #GlobalInfusions #podcast.
https://t.co/LKGCkl880L

#investing #equities #instagram #youtube

[Majedie @majedie]

Concepts are in, fundamentals are out, writes Tinger Wen in our latest #AnalystHacks #blog, which is exactly why #investors should dig deeper into neglected #opportunities and weigh up the upside-downside #risk of what they hold. https://t.co/tZGzUdobJf

[Majedie @majedie]

Cindy Rose joined Claudia Chapman and Lindsey Stewart at the @FRCnews and Victoria Barron from the BT Pension Scheme to talk through #ESG best practice in #investment #management. Watch here: https://t.co/0oG4j1lLAx

[Majedie @majedie]

Tom Record and Tom Morris talk about the enduring real-world influence of #science #fiction on #technology in the latest #GlobalInfusions #podcast https://t.co/KGLeE9CTkC

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In this #Sustainability Edition of the Majedie Podcast, Cindy Rose considers the link between #regulation, #engagement and the long march towards a #netzero economy. #esg #sustainablefinance

https://t.co/vM3aIUUsMz

[Majedie @majedie]

Clients have been at the heart of our decision to join forces with Liontrust.
Read more here about our exciting next chapter: https://t.co/UC427Pu4St

#Assetmanagement #investment #ESG #responsiblecapitalism @LiontrustViews

[Majedie @majedie]

We are delighted to be shortlisted for the Most Innovative #ESG Initiative in the ESG Investing Awards 2022 for our #NextGenerationInvestor competition, the aim of which is to encourage more #women into the #investment industry. Click here to learn more: https://t.co/FR18HY7K0p

[Majedie @majedie]

Taking the lead... Hong Yi Chen looks at a range of leading #indicators and assesses their potential to offer a glimpse into the #future in the latest #AnalystHacks #blogpost https://t.co/4cGunfNB6R

#investing #blog

[Majedie @majedie]

There is something askew – reflects Adrian Brass in this Investment Week Deep Dive – which is creating a fertile #environment for #active stockpickers in the #US. https://t.co/w9D68ByXbb

#investing #fundmanager #commentary

[Majedie @majedie]

Congratulations to Emily Barnard for being a shortlisted nominee in the #environmental, #social and #governance category at the Women of the Future Programme Awards. This nomination recognises Emily's outstanding contribution to progressing #ESG issues – very well deserved too!

[Majedie @majedie]

Dan Ekstein looks at the key pitfalls when it comes to valuing M&A in the latest #AnalystHacks #blog https://t.co/9DzRx0o6WB

#investing #MergersAcquisitionNews #analysis

[Majedie @majedie]

Tom Record and Tom Morris discuss the #sustainability of #transport, from #cars to #planes to #ships. They consider how electricity grids will cope, the outlook for #batteries and the potential of carbon-neutral liquid fuels. https://t.co/xA9qCgsacq
#GlobalInfusions #podcast

[Majedie @majedie]

From Iranian windcatchers to ultra-white paints and the outlawing of lawns in Las Vegas, Tom Record and Tom Morris talk about the #Weather and the implications for how we design our urban #environments. https://t.co/iRxXMVPsZd

#investing #GlobalInfusions #podcast

[Majedie @majedie]

We are delighted that Matthew Smith, manager of the Majedie Tortoise Fund, has been awarded two Sauren 2021 gold medals in the category “Absolute Return (Long/Short Equity) International”.

[Majedie @majedie]

Adrian Brass speaks to @FETrustnet's @TrustnetAnthony about a fantasy franchise he believes has high growth, margins and barriers to entry – but is hidden within an unfashionable company. https://t.co/A3ou8V8yo4

[Majedie @majedie]

While nearshoring is a powerful legacy of the #pandemic, #outsourcing will continue to drive #innovation, #disruption and competitive advantage for many years to come, writes Tom Record. https://t.co/7JVPKdujeg

[Majedie @majedie]

James Dudgeon explains why focusing on the details that really matter can bring the biggest rewards in our latest #AnalystHacks - https://t.co/QC7UJVeFg1

#analysis #investing