David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Investment Ideas: SDCL added to the core alternative funds list, Helios Towers impresses, and NuBank hits 100m

Investment Ideas: SDCL added to the core alternative funds list, Helios Towers impresses, and NuBank hits 100m

Plus, those Hargreaves Lansdown Index funds. And why taking some profits at Funding Circle might make sense

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David Stevenson
May 23, 2024
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Investment Ideas: SDCL added to the core alternative funds list, Helios Towers impresses, and NuBank hits 100m
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SDCL – doing all the right things

I’ve long thought the market undervalues SDCL Energy Efficiency Income Trust (SEIT). Over the last few years, it has done pretty much everything to prove that its discount – which at one point hit 42% - is wrong. Its sold assets at or above their net asset value. It runs an extensive share buyback programme. It has a cov…

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