Hansa Investment Company — Streamlined for success
03/09/2025
Hansa Investment Company (HICL) offers investors a portfolio of best-in-class managers that are often hard to access for retail investors, including country and thematic funds, a portfolio of direct value-biased global equities and a defensive allocation. The manager has also recently started a private asset programme. Historically, investors have been wary of HICL’s illiquid exposure to Brazil, and its complex structure, and this has seen the company trade at a substantial ‘double discount’ of around 50%. However, recent developments are transforming HICL’s structure. Its holding in Ocean Wilson Holdings (OWHL) sold its Brazilian asset, Wilson Sons, and HICL is currently seeking to combine with OWHL. This will greatly simplify its structure and accelerate its private asset programme, while also delivering significant benefits to its shareholders and clearing the way for a potential narrowing in the discount.
Hansa Investment Company Webinar – Moving forward with a bigger, simpler structure
21/08/2025
The webinar, hosted by Fraser Thorne, features Alec Letchfield, partner and chief investment officer at Hansa Investment Company. Alec will provide an overview of the benefits to shareholders of Hansa’s forthcoming combination with Oceans Wilsons, and how Hansa’s unique approach offers investors a portfolio of hard-to-access funds, including private equity, combined with value-biased global equities and defensive assets. He also discusses how Hansa is positioned to navigate these uncertain times.
Hansa House View
21/07/2025
Like any good gameshow host, President Trump continued to keep the world guessing this quarter with ‘liberation day’ the key event from a market perspective. Trump announced tariffs on countries around the world, both allies and foes, based on a formula that can be distilled to their balance of trade for goods with the US. Using this overly simplistic view of trade, the Trump administration proposed a range of ‘reciprocal tariffs’ for countries around the world with a minimum global tariff of 10%. Markets unsurprisingly reacted negatively to this announcement with sharp declines seen in all major markets.