|Property||Resources - Mining|
|Resources - Oil & Gas||Technology|
|Formycon||UK Commercial Property Trust|
|F&C Managed Portfolio Trust||Custodian REIT|
|Target Healthcare REIT||Volt Resources|
|Polypipe||Blancco Technology Group|
TAG Immobilien is a German property company, 45% invested in commercial real estate and 55% in residential. Historically it has had a strong development business both for resale and the rental business. Its properties are primarily situated in the major German cities.
Target Healthcare REIT invests in modern, purpose-built residential care homes in the UK let on long leases to high-quality care providers. It selects assets according to local demographics and intends to pay increasing dividends underpinned by structural growth in demand for care.
Tawa owns a portfolio of run-off businesses in the non-life market. It aims to be a consolidator in this space, as well as generating stable earnings from offering management services to third parties. New products serving the run-off market are also developed.
Technotrans' core competencies are temperature control, measuring and metering technology, process control,filtration and separation. It sells systems for monitoring and controlling processing involving liquid technology, primarily to printing press manufacturers but more recently to the laser market and machine tool industry.
Launched in June 1989, TEM was one of the first emerging markets funds in the UK. The trust seeks long-term capital appreciation through investment in companies operating in emerging markets or those with stocks listed on the stock markets of such countries. This may include companies that have a significant amount of their revenues in emerging markets, but which are listed on stock exchanges in developed countries. The benchmark is the MSCI Emerging Markets Index.
TESARO is an oncology focused bio-pharmaceutical company engaged in developing and commercialising innovative drugs worldwide. Its pipeline includes rolapitant, niraparib and TSR-011.
TFG's investment objective is to generate distributable income and capital appreciation, aiming to provide stable returns to investors across various credit, equity, interest rate, inflation and real estate cycles. TFG’s investment portfolio comprises a broad range of assets, including a diversified alternative asset management business, TFG Asset Management, and covers bank loans, real estate, equities, credit, convertible bonds and infrastructure.
Thales is a global defence and civil contractor operating in 50 countries, with 68,000 employees. It is structured in two divisions, aerospace & transport and security & defence, sharing advanced technology and drawing on complementary capabilities to provide often dual-use products.
The mission is a network of entrepreneurial marketing communications agencies predominantly in the UK, and also Asia and San Francisco. The group provides national and international clients with marketing, advertising and business communications.
The Restaurant Group operates over 400 restaurants and pub restaurants. Its principal trading brands are Frankie & Benny?s, Chiquito and Garfunkel?s. It also operates a pub restaurant business and a Concessions division that trades on over 50 sites, principally at UK airports.
Vitec is an international provider of products and services for the broadcast, photographic and military, aerospace and government (MAG) markets. These include systems for live entertainment, film and video production; equipment and accessories for photography, video and events; and equipment rental and support.
Thin Film Electronics ASA (Thinfilm) commercialises printed electronics and owns key patents for printing rewritable, non-volatile memory and printable NFC circuits. It also licenses technology from others to develop complete printed systems.
ThromboGenics is a Belgian biopharmaceutical company focused on developing and commercialising the eye drug ocriplasmin; EU (via Alcon) and US launches are due in Q113. Antibody candidates targeting cardiovascular disorders and cancer are in mid-stage clinical trials.
TiGenix is a Belgian-Spanish company using allogeneic adipose stem cells to aid healing of complex perianal fistulas in Crohn’s disease (EU approval ongoing with Takeda as the European partner. Sepsis and cardiac stem cell therapies are in development
Tikit is a leading provider of IT solutions and support services to the legal and accounting markets.
Tissue Regenix is a UK-based company developing and commercialising medical devices for regeneration of soft tissue. It has three divisions including a US-based wound care subsidiary, orthopaedics/sports medicine and a cardiac division.
Tomorrow Focus is an online media content business with both advertising and transactional revenue streams. It operates the largest German holiday user-generated rating and booking portal, Holidaycheck, and the leading premium online dating site, ElitePartner. It also operates Germany's second largest ad network and develops m- and e-commerce apps.
Topotarget is a Danish drug development company in the field of oncology. It is focused on developing belinostat with its partner, Spectrum Pharmaceuticals.
Touchstone Exploration’s primary business entails the drilling and recompletion of existing onshore wells in Trinidad, making use of advanced technology. The recent addition of Petrobank has added Canadian heavy oil assets to the mix.
Tourism Holdings listed on the NZX in 1986. It is the largest motorhome rental operator in the world with a fleet of c 3,700 motorhomes designed to meet the needs of the free independent traveller (FIT) market.
Town Centre Securities is a REIT that develops and invests in a mixed-use portfolio covering all sub-sectors including residential, focused on Yorkshire, the North East and West plus the Midlands.
TR European Growth Trust’s objective is to achieve capital growth by investing in smaller and medium-sized companies in Europe (ex-UK). It aims to achieve a net asset value total return in excess of the benchmark Euromoney Smaller Europe ex-UK index (in sterling terms).
Trading Emissions is an alternative energy investment company that was set up to take advantage of agreements arising from the Kyoto Protocol. TRE looks to invest in companies that fall under the market mechanisms created by Kyoto to help member countries meet their emission reduction targets.
TransContainer owns and operates rail freight assets across Russia. Its assets comprise rail flatcars, handling terminals and trucks, through which it provides integrated end-to-end freight forwarding services to its customers.
Transgene is a French company developing immunotherapy agents for cancer and infectious diseases. Oncolytic virus Pexa-Vec (Phase III for HCC) and cancer vaccine TG4010 (Phase II for NSCLC) are the lead clinical candidates.
Travelzest is an online travel group offering specialist travel programmes.
Treatt provides innovative ingredient solutions from its manufacturing bases in Europe, N America and Africa, principally for the flavours and fragrance industries and multinational consumer goods companies, particularly in the beverage sector.
Trifast is a leading global designer, manufacturer and distributor of industrial fasteners. Principal operations are in the UK, South-East Asia and Continental Europe, while there is a modest, but growing, presence in North America.
Triton Minerals is a diversified minerals exploration and development company with assets in Australia and Africa. Its current main focus is the development of its graphite exploration licences in Mozambique, specifically the Ancuabe graphite project, which is being investigated specifically to feed into the nascent, but high-growth lithium-ion battery sector.
True North Gems is developing its 85.4%-owned (65% upon completion of the mine by its JV partner LNSG) and exploitation (mining) permitted Aappaluttoq ruby and pink sapphire mine in Greenland.
TT Electronics is a focused, global electronics company supplying the world's leading manufacturers in the automotive, defence, aerospace, telecommunications, computing and industrial electronics markets.
TxCell is developing regulatory T-cell therapies against autoimmune and inflammatory disorders. It is now focused on a novel CAR Treg technology platform. A clinical trial in transplantation may start in 2018. Ovasave for Crohn’s disease is at clinical stage but is on hold.
The Taiwan Fund seeks long-term capital appreciation, primarily through equity investments listed in Taiwan. Launched in 1986, the fund has more recently changed asset manager in two stages starting in 2010 when Martin Currie took over as investment advisor and then in late February 2012 when APS Asset Management was appointed as sub-advisor to the fund. The portfolio is now relatively concentrated (just over 30 holdings) with a benchmark agnostic approach.
Tarsus is an international B2B media group focused on exhibitions, conferences, publishing and online media. 36% of revenues are generated in emerging markets, 44% in the USA and 20% from Europe.
Taylor Wimpey builds new dwellings and carries out land development nationally in the UK and on a small scale in Southern Spain.
Tekmira is a Canadian biotech company developing RNAi therapeutics. It holds key patents for lipid nanoparticle (LNP) RNAi drug delivery. Internal candidates include TKM-PLK1 (Phase I, cancer) and TKM-Ebola. The LNP IP is used in Alnylam's most advanced systemic RNAi candidates (ALN-PCS, ALN-TTR02, and ALN-VSP).
Tenon is a leading mouldings and millwork manufacturer and distributor primarily for the North American housing market. It sources products and materials globally, including from its traditional New Zealand base, which serves Asia-Pacific and Europe.
Tethys Petroleum is an E&P with production and exploration assets in Kazakhstan. It also holds potentially significant interests in Tajikistan and Georgia. It is relinquishing its assets in Uzbekistan.
Texas Instruments is a global semiconductor manufacturing company that develops analog integrated circuits and embedded processors, as well as DLPs, custom ASICs and handheld calculators. It is based in Dallas, Texas.
MRCH’s investment objective is to provide an above-average level of income and income growth, together with long-term growth of capital through investing mainly in higher-yielding UK FTSE 100 companies. The benchmark index is the FTSE 100 index.
The North American Income Trust’s objective is to provide investors with above-average dividend income and long-term capital growth through active management of a portfolio consisting predominantly of equities in the benchmark S&P 500 Index. The board also benchmarks the trust against the Russell 1000 Value Index. The investment objective was changed on 29 May 2012 from being an index fund tracking the capital and income of the S&P 500 Index.
The Scottish Investment Trust’s objective is to provide investors, over the longer term, with above-average returns through a diversified portfolio of international equities and to achieve dividend growth ahead of UK inflation. Assets are primarily allocated on the basis of the investment merits of individual stocks rather than those of regions, sectors or themes.
Threshold is focused on tumour hypoxia, a low-oxygen condition found in most solid tumours and some blood cancers. Evofosfamide is in Ph III for STS and pancreatic cancer and earlier trials in other cancers. It is partnered with Merck KGaA.
Thunderbird Resorts is an international provider of branded casino and hospitality services. It has 34 operating gaming facilities and nine hotels, across eight countries in Central and Latin America, South-East Asia, India and eastern Europe.
Tiger has established itself as a leading independent producer, developer and explorer of copper in the DRC copper belt via its 95% interest in the open cast Kipoi mine near Lubumbashi. After producing copper concentrate in 2011-14, Tiger has now transitioned to the production of LME grade A equivalent cathode.
Tiso Blackstar (TBGR) invests in African companies in the media, financial services, FMCG, infrastructure and support services sectors with leading market positions and strong cash generation. The majority of investments will be in four to six large holdings where it has board control to influence strategy and growth.
Tissue Therapies is commercialising a medical device, a protein solution, to speed the healing of skin wounds and leg ulcers. The company is in a CEmark manufacturing review process and may launch in 2014 in the EU. It will run a controlled US clinical trial, which may allow US registration in 2016.
Titanium Resources Group is a mining company with operations in the Republic of Sierra Leone. It is the country's largest private sector employer and produces two commodities, rutile and ilmenite for use in industrial applications.
Tonix is an emerging specialty pharmaceutical focused on psychiatric and neurological disorders. TNX-102 SL for fibromyalgia is the most advanced programme, entering Ph III. It is also being developed for PTSD.
Torex Gold Resources is a precious metals exploration and development mining company focused on its 100%-owned Morelos gold project in Mexico.
Touchstone Innovations is a technology transfer, incubation and venture investment company. It invests in ventures from Imperial College London, Cambridge and Oxford Universities and UCL. The majority of its investments are bio/med tech.
Toumaz develops ultra-low power mixed-signal wireless chips that it deploys in healthcare monitoring systems and sells for use in consumer electronics applications.
Tower Resources is an AIM-listed, London-based, independent oil and gas exploration company with a regional focus on sub-Saharan Africa.
TP Group is a specialist engineering, technical and managed services group, delivered by four capability-based divisions: Design & Technology (4% of FY15 sales), Engineering (35%), Maritime (54%) and Managed Solutions (7%), primarily for aerospace, defence, energy and maritime markets.
Track Group develops and provides end-to-end tracking solutions that combine real-time tracking devices and monitoring services with advanced data analytics for the global criminal justice market.
TransAtlantic Petroleum is engaged in the acquisition, exploration, and production of oil and gas assets. It uses North American horizontal drilling and fracking technology to enhance production. Its main interests lie in Turkey and Bulgaria.
Transdigm Group designs, manufactures and supplies highly engineered aircraft components for use on commercial and military aircraft. 55% of revenues are earned from the aftermarket, >90% are proprietary products and c 75% are from sole source positions.
TransGlobe Energy is an exploration and production company with producing assets in Egypt (16,000b/d) and Yemen (200b/d). The group controls significant exploration acreage in the vicinity of existing facilities.
Travis Perkins is the largest supplier of building materials in the UK. It is divided into four market segments: General Merchanting (31% sales), Specialist Merchanting (13%), Plumbing & Heating (32%) and Consumer (24%)
Tribal Group's remaining Education Business provides a range of services to the education, skills and training sectors in the UK and certain international markets.
Trillium is a pharmaceutical company developing cancer therapeutics targeting immune-regulatory pathways that tumour cells exploit to evade the host immune system. Lead candidate SIRPaFc targets CD47; it is planned to start Ph I in AML in H215.
Triumph Group manufactures and overhauls aerospace structures, systems and components consisting of 44 highly specialised manufacturing companies in 64 countries globally. The group is structured in three divisions: Aerostructures (75% of 2011 sales) Aerospace Systems (16%) and Aftermarket Services (9%).
Tungsten Corporation operates a global e-invoicing network. It also provides value-added services such as spend analytics to help buyers on its network save money and invoice financing to enable suppliers to receive early payment on their invoices.
TXT e-solutions has two divisions: TXT Retail provides software solutions for supply chain management in the international retail and consumer-driven industrial sectors; and TXT Next provides IT, consulting and R&D services to Italian customers.