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Asset Management
RTW Biotech Opportunities Ltd (LSE:RTW) (H1 2026) Earnings Call Highlights: 16.5% NAV Return, Record M&A, and a 15% Discount to NAV
RTW Biotech Opportunities Ltd (LSE:RTW) beat the NASDAQ Biotech Index with a 16.5% first-half NAV return, but lagged the Russell 2000 Biotech on commercial-stage and medtech positioning. 6 days ago
Asset Management
International Public Partnerships Ltd (LSE:INPP) (H1 2026) Earnings Call Highlights: NAV Growth, 8.2% Annualized Return, and a GBP225 Million Buyback in Focus
INPP lifts NAV per share to 153.4 pence, reconfirms its 8.79 pence dividend target, and recycles over GBP440 million of capital at or above published valuations. Sep 12, 2026
Asset Management
Partners Group Private Equity Ltd (LSE:PEY) (Q2 2026) Earnings Call Highlights: Strong Liquidity and AI Gains Offset by NAV Decline
Despite a challenging market, the company realized over 14% of NAV in distributions and advanced AI initiatives, while navigating a dip in portfolio performance. Sep 01, 2026
Asset Management
Burford Capital Ltd (BUR) (H1 2026) Earnings Call Highlights: Strategic Wins and Cost Discipline Amid Market Challenges
Burford Capital Ltd (BUR) reports strong cash generation and key legal victories in H1 2026, while navigating market anxiety and a focus on de-leveraging. Aug 17, 2026
Asset Management
Pershing Square Holdings Ltd (LSE:PSH) (Q2 2026) Earnings Call Highlights: Strategic Leverage and Growth Pipeline Signal Strong NAV Compounding
CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value. Aug 15, 2026
REITs
Shurgard Self Storage Ltd (SSSAF) (H1 2026) Earnings Call Highlights: Revenue Growth Accelerates but Margins and EPS Face Headwinds
Shurgard Self Storage Ltd (SSSAF) revises 2026 guidance downward amid competitive pressures, while U.K. recovery and strong pipeline signal long-term growth potential. Aug 12, 2026













