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NB Private Equity Partners (LON: NBPE)
Is NB Private Equity Partners the Unloved Bargain Hiding in Plain Sight?
May 18 • Corfe Capital
Diageo plc (LON: DGE)
US Spirits down 15%. Africa up 17%. Shares 45% off their peak.
May 12 • Corfe Capital
April 2026 portfolio update
Dear reader,
May 3 • Corfe Capital

April 2026

KKR Just Bid for DCC
And it's just the latest in a wave of foreign buyers quietly picking apart the London market.
Apr 30 • Corfe Capital
Fresnillo (LON:FRES) — Part 2
Dear reader,
Apr 29 • Corfe Capital
Fresnillo Plc (LON:FRES) - Part 1
The world's largest silver miner just had its best year in a generation. Here's what you need to know.
Apr 22 • Corfe Capital
Primary Health Properties (LON: PHP)
The NHS’s Landlord Just Got a Lot Bigger
Apr 17 • Corfe Capital
Are Trusts Right for You?
Dear Reader,
Apr 10 • Corfe Capital
March 2026 Portfolio Review
Tariffs, Middle East Fallout, and a Tough Month for UK Equities
Apr 3 • Corfe Capital

March 2026

Legal & General PLC
Legal & General’s 2025 Results
Mar 26 • Corfe Capital
Goodwin PLC shares plunged -45.8%
(LON:GDWN)
Mar 24 • Corfe Capital
Greggs plc: Fairly Valued or Poised to Rise?
Dear Reader,
Mar 16 • Corfe Capital
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