Deliveroo. The worst IPO in history – bad timing, bad ESG, or just a bad idea?

Deliveroo has been dubbed London’s ‘worst IPO in history’ after its shares fell 26% in the first day of trading,...

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Covid vaccine developer Novavax rises 183% ytd on strong phase 3 results

The star holding for the Fund in 2021 thus far is US vaccine producer Novavax which has risen 183% year...

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Priortech – listed on the TASE – 5% holding in the Fund

As highlighted in previous monthly reports, the two sectors that worked well for us in 2020 were the Renewable Energy...

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Kamada – dually listed on the Nasdaq and on the TASE (ticker KMDA), 3.5% holding in Fund

We wrote about Kamada in March when the company announced its plans to utilise its Hyper-Immunoglobulin (IgG) Platform Technology to...

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Plus500 – listed on the London Stock Exchange (ticker PLUS.L). 3.5% position in the Fund.

Plus500 develops and operates an online trading platform for individual customers to trade contracts for difference (CFDs on approximately 2,800...

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NICE – Dually listed in the TASE and the Nasdaq (ticker NICE). 3% position in the Fund.

NICE is an Israeli based company and the world’s leading provider of both cloud and on-premises enterprise software solutions. Their...

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Radcom – listed on the Nasdaq (ticker RDCM)

RADCOM is a leading expert in cloud-native Network Intelligence for telecom operators transitioning to SDN/NFV (Software Design Networks/Network Functions Virtualization)....

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SolarEdge – listed on the Nasdaq (ticker SEDG)

In January 2018 we wrote about a company called SolarEdge. We described SolarEdge as having a significant technological advantage that,...

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Photocure – Cancer Diagnostics and Razor Blades

James McDonald, portfolio manager of the Pengana High Conviction Equities Fund discusses one of the Fund's largest holdings - a...

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