Cayenne trust to wind up as manager departs…..or will it?


#1

James Hart, joint manager is departing to Witan Investment Trust prompting the trust to announce its intent to consciously uncouple from shareholders,
[See the full post at: Cayenne trust to wind up as manager departs……or will it?]


#2

I think it’s a shame to see it go. Performance hasn’t been fantastic of late but I think they have some interesting deep value holdings in there that should do okay further down the line.

I think a merger with the Miton Worldwide trust would be the best outcome for this.


#3

It’s got a lot in private equity that’s on a discount. If they sell out of this early surely they’ll be locking in losses.

Wouldn’t they be better merging with another investment trust?