Overview Majedie Investments (MAJE) pursues a liquid endowment-style investment strategy. Its portfolio is managed by Marylebone Partners with the objective to deliver an annualised return of at least 4 per cent above UK CPI (consumer price inflation) over rolling five-year periods. The approach is long-term and fundamentally driven. Like the leading US university endowments, it […]

The post Majedie Investments plc: Quarterly Portfolio Commentary appeared first on UK Investor Magazine.

Overview   Majedie Investments (MAJE), managed by Marylebone Partners, pursues a liquid endowment-style investment strategy with the objective to deliver an annualised return of at least 4 per cent above UK CPI (consumer price inflation) over rolling five-year periods.  The approach is long-term and fundamentally driven. Like the leading US university endowments, it seeks to emulate, the strategy avoids market timing and […]

The post Majedie Investments Portfolio Manager Q2 Commentary: returns independent of broader market direction appeared first on UK Investor Magazine.

Disclaimer:  This publication is intended to be of general interest only and does not constitute legal, regulatory, tax, accounting, investment or other advice nor is it an offer to buy or sell shares in the Company (or any other investments mentioned herein).   Nothing in this publication should be construed as a personal recommendation to invest […]

The post Majedie Investments Quarterly Review: Liquid Endowment Strategy Delivering Inflation-Beating Returns appeared first on UK Investor Magazine.

Disclaimers:   This publication is intended to be of general interest only and does not constitute legal, regulatory, tax, accounting, investment or other advice nor is it an offer to buy or sell shares in the Company (or any other investments mentioned herein).   Nothing in this publication should be construed as a personal recommendation to invest […]

The post Majedie Investments Quarterly investment review and outlook July to September 2025  appeared first on UK Investor Magazine.

Summary Over the third quarter, the Net Asset Value (NAV) recovered swiftly from the tariff-related drawdown in late March and early April, delivering a return of +5.2%. Over the same period the share price increased +2.8%, widening the discount from -7.8% to -9.9%.¹ Our resolve amidst the volatility surrounding ‘Liberation Day’ stemmed from familiarity with […]

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