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Peter Molloy

Peter Molloy
Founding Director

Simon Bindloss

Simon Bindloss
Business Development Manager

Regional office - North America
295 Madison Avenue
18th Floor, New York
NY10017 United States

Tel: +1 646 653 7026
enquires@edisongroup.com

listed companies

Sunesis Pharmaceuticals GW Pharmaceuticals
TransAtlantic Petroleum Afferro Mining
South American Silver Corp Infinity Pharmaceuticals
Exelixis Idenix
Pharmacyclics Ariad Pharmaceuticals
Arrowhead Research Corporation AVEO Pharmaceuticals
Sangamo BioSciences TransDigm Group
Array BioPharma Alnylam Pharmaceuticals
Spirit AeroSystems FLIR Systems
BioCryst Pharmaceuticals BioLineRx
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Companies with HQs in usa

Investment Companies Photocure
Caledonia Mining Veris Gold Corp
Nordgold Ardea Biosciences
CAE Woulfe Mining
RGI International Altius Minerals
Orbite Aluminae Pan American Goldfields
Nordion Paladin Labs
Dalradian Resources Patheon
Exact Sciences MethylGene
OPMEDIC Group Torex Gold
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Latest research

VolitionRx

Shifts in US CRC screening; major catalysts in H2

Update | Pharmaceutical & healthcare | 18/07/2018

VolitionRx has broad R&D programme and expects to announce major milestones in the coming months, culminating with CE marking and launch of both colorectal cancer (CRC) triage and frontline screening tests in Europe, potentially in 2019. Other recent positive developments include a recommendation to reduce age to start CRC screening in the US and a new legislative initiative that could help increase reimbursement coverage in the US. Our valuation is $243m or $7.02 per share (vs $6.93 per share).

BlackRock Latin American Inv. Trust

New dividend and discount management policies

Review | Investment Companies | 17/07/2018

BlackRock Latin American Investment Trust (BRLA) is managed by Will Landers, who says that investor attitudes towards Latin American equities have changed. 2017 was a period of confidence in the region’s prospects, but now there is more scepticism about the growth outlook. However, the manager remains optimistic about potential returns from Latin American equities. In the key Brazilian economy, he cites higher domestic demand and a favourable interest rate environment, with the benchmark interest…

JPMorgan European Smaller Companies Trust

Building on long-term positive track record

Review | Investment Companies | 16/07/2018

JPMorgan European Smaller Companies Trust (JESC) aims to generate long-term capital growth from a portfolio of high-quality, reasonably valued, small-cap European equities. While the European stock market, in keeping with global markets, has been more volatile year to date compared with the abnormally low levels of volatility in 2017, the managers believe that there is potential for further upside. They cite an improving European and global economy, low inflation and a benign interest rate environment,…

Standard Life Private Equity Trust

Measured addition of domestic US fund exposure

Review | Investment Companies | 13/07/2018

Standard Life Private Equity Trust (SLPET) continues to follow a long-term, conviction approach to selecting primarily European private equity buyout funds, managing its exposure through the primary and secondary fund markets. Having broadened its investment policy in 2017, SLPET added exposure to a domestic US manager by acquiring a secondary position in Onex Partners IV in H118, and recently made a new primary commitment to MSouth Equity Partners IV, with the manager undertaking due diligence on…

European Assets Trust

Capital growth objective with high yield

Review | Investment Companies | 11/07/2018

European Assets Trust (EAT) aims to achieve capital growth through investing in listed small- and medium-sized companies in Europe, excluding the UK. It is also focused on capital preservation, seeking quality companies with strong business models and balance sheets that can sustain long-term earnings growth through economic cycles. The trust has delivered annualised NAV total returns of 11.2% over the past 10 years, while a high payout policy supports a generous yield, currently 6.2%. Leading indicators…

Edison North America

Edison’s North American office opened in 2011 to provide research services to companies listed on North American stock exchanges. Companies of all sizes benefit from our research service, which provides the highest standards of equity research and unrivalled distribution of our reports on a global and unrestricted basis.