Global opportunities Trust - Initiation from QuotedData

26^th June 2025

Designed to navigate a world flux

Global Opportunities Trust (GOT) has a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns.

The management team believes that the forces that drove markets ever-higher in the three decades leading up to 2020 are faltering or reversing. They believe that this will make it harder for markets to make progress, but could create more opportunities for its agile approach to deliver attractive real returns through the cycle. Currently, the portfolio is conservatively positioned across six themes - the demand for income, resilient businesses, improving Japanese corporate governance, resurgent defence spending, attractively valued businesses benefitting from digitalisation, and undervalued European mid-caps.

GOT's share price discount to NAV is excessively wide, especially given its high exposure to cash/cash equivalents (highly liquid assets that can be readily converted into cash with minimal risk of value fluctuation). As investors become more familiar with the trust, the discount ought to narrow.

Full Research:

https://quoteddata.com/research/global-opportunities-trust-designed-to-navigate-a-world-in-flux-qd/

This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.

NB: Marten & Co was paid to produce this note Global Opportunities Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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