Investment Ideas: on Georgian turmoil, updates, and a shortlist for alternative fund consolidation

We dig a bit deeper into the consolidation phase goingn on in the alternative renewables fund space, scouting out potential disocunt narrowing opportunities. And REITs struggle

Note 1 Thoughts on Georgia and Georgia Capital

If, like me, you are a bit of a foreign news bore, you’ll undoubtedly have noticed the news coming out of Georgia, where there was a major election at the weekend. The big story is

a)      The government party Georgian Dream won

b)      Various new stories said this was a good day for Russia, a bad day for the…