Walter Price

Managing Director & Senior Analyst, RCM Global Technology

New: Latest research on RCM Technology Trust – July 2010

RCM Technology Trust has outperformed its benchmark and investment trust peer group since Walter Price's team took the reins in April 2007. With the technology sector increasingly in focus, in this note Kepler Partners provide an overview of the trust and an interview with Walter Price. Click here to view the research report.

The Merchants Trust – “28 years of uninterrupted dividend growth”- Edison research, April 2010

With its recent announcement The Merchants Trust PLC has once again increased its dividend, providing investors with 28 years of uninterrupted dividend growth. To read the full research report, click here.

Research on Charter European Trust May 2010

Charter European continues to deliver strong returns

• The Charter European Trust announces excellent results both in absolute and relative terms over the year to 30th November 2009. The Trust has enjoyed a cumulative total return of 61.9% since the reconstruction of the Trust in April 2002, compared to a return on the benchmark of 25.9% (source: Charter European Trust report and accounts).
• The performance was enhanced by selectively deploying cash into heavily discounted stocks in the first quarter of 2009, whilst remaining true to the flexible stock-picking investment approach.
• These actions helped maintain a concentrated portfolio of investments. Gearing was used selectively to take advantage of specific opportunities as they arose.

For the latest annual financial report, click on the Charter European Trust Quick Link.