Edinburgh Dragon Trust PLC - Update research note from QuotedData
19th April 2016
An artificial reality?
Edinburgh Dragon Trust (EFM) is the largest and one of the most easily tradeable investment companies in the AIC's Asia ex Japan sector. The fund manager aims to buy high-quality companies at attractive valuations - an approach that has been applied consistently for many years. The manager believes that the policies of central banks and governments have created an artificial environment where market valuations are no longer based on reality and that EFM's performance, relative to market indices, has suffered as a result. They believe however that this situation is transient and, as things return to normal, EFM's portfolio will benefit and its performance will see a return to form.
Full research note:
http://quoteddata.com/2016/04/edinburgh-dragon-an-artificial-reality/
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NB: this note has been prepared for Edinburgh Dragon Trust Plc by Marten & Co and is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the FCA. Marten & Co is not permitted to provide investment advice to individual investors.
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