About
Representation
View all Representation →Consultations- Digitisation Taskforce – Final Report
- FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds
- FRC Consults on UK Stewardship Code – ShareSoc Responds
- FCA Consultation – Modernising Redress
- HMRC Consultation – IHT on Pensions
- ShareSoc Evidence to Lords on FCA Enforcement
- ShareSoc supports FCA proposal for criminal background checks on owners and controllers of financial institutions
- UK ISA: ShareSoc submits consultation response
- FCA Consultation on Enforcement Practice & Transparency
- ShareSoc response to House of Commons Education Select Committee
- UKSA and ShareSoc Submission to Labour Party Review of Financial Services
- FCA Consultation GC23/2 Financial Promotions on Social Media
- VIEW ALL CONSULTATIONS
Education
Events
View all Events →Upcoming Events- Oct19SIGnet York Group Launch Meeting
- Oct21ShareSoc Webinar with The European Smaller Companies Trust (ESCT)
- Oct27Asset Match webinar on PISCES: what it means for liquidity in private company shares
- Oct27SIGnet North Leeds / Harrogate / Skipton Group Launch Meeting
- Forums
Company
SOMERO ENTERPRISE INC. (SOM)
Blog posts
Portfolio Review 2024 – Mark Bentley
Post Date: January 25, 2025
Introduction
This is now my fifth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, "asset types" and investment accounts. My 2023 review can be found here.
In 2024 my portfolio's underperformance of my FTSE All-Share total return benchmark continued, albeit more modestly. My total return was 7.7% vs 9.8% for the benchmark. I may have to review my strategy if this underperformance continues in 2025 - but it may simply be a consequence of the ...
Portfolio Review 2023 – Mark Bentley
Post Date: January 23, 2024
This article reflects the opinions of its author and not necessarily those of ShareSoc.
Introduction
This is now my fourth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, "asset types" and investment accounts. My 2022 review can be found here.
2023 was again a difficult and disappointing rollercoaster year. For the second consecutive year my results underperformed my FTSE All-share total return benchmark. See "Results Breakdown" below for the gory details.
At least this year my aggregate ...
Leaders and Laggards
Somero AGM: A Good Attempt
Post Date: June 9, 2020
I would like to commend Somero (AIM:SOM) for making a good attempt to engage with investors at the their AGM, despite Covid-19 restrictions. Their approach contrasts with that of many companies that have ducked the issue and simply closed their AGM to shareholders.
Ahead of their AGM today, Somero announced web and telephone access for their AGM, which I have just participated in. The web link allowed audio access and gave shareholders the ability to ask questions. The technology worked well and ...
Become a free Associate ShareSoc member
Enter your email to sign up as a free Associate ShareSoc member and receive our emails. It takes a few seconds — and on the next page you'll have the option to customise your membership.