LongHPPJun 2026
Hudson Pacific Properties, Inc.
Hudson Pacific Properties is presented as a recovery story tied to improving US West Coast office fundamentals. The fund points to accelerating leasing activity and particularly…
Merchant West Sanlam Collective Investments Global Property Income Fund
Global listed-property strategy maintaining near-full REIT exposure, diversified by geography and property type, with a preference for high-quality developed-market REITs offering income growth, balance-sheet resilience and durable secular demand. P(1) Merchant West SCI Global P…2 published ideas
The fund is managed by Richard Henwood and Ian Anderson for investors seeking diversified exposure to global property sectors such as healthcare, data centres, towers, logistics and residential real estate. It has an aggressive risk profile, a seven-year-plus suggested horizon and was 98.8% invested in global property at 30 June 2026. P(1) Merchant West SCI Global P… P(1) Merchant West SCI Global P…
Ideas from Merchant West Sanlam Collective Investments Global Property Income Fund
LongSGROJun 2026
SEGRO plc
SEGRO became an event-driven holding during the quarter after Prologis made an indicative all-share acquisition approach. The proposed exchange ratio implied a value of 925 pence…
Letters covered
- Merchant West SCI Global Property Income Fund Quarterly ReportJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.