A strategy of applying private equity philosophy to the public markets is paying off for Odyssean Investment Trust
Thursday 10 Sep 2020 Author: James Crux
A 9.4% discount to net asset value at Odyssean Investment Trust ( OIT ) looks attractive for investors keen to pocket a ready-made portfolio of small caps with significant performance improvement potential. The trust looks to generate attractive total returns, principally through long-term capital growth, by backing often under-researched and undervalued smaller companies. Besides the re-rating potential of the underlying holdings, Odyssean should also benefit if takeover activity picks...