What smart money is saying about Schroder British Opportunities Trust
1 fund in our archive has pitched Schroder British Opportunities Trust, most recently Staude Capital Global Value Fund Limited in October 2026.
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Position history
Every position in Schroder British Opportunities Trust on record in the archive was reported in Q4 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsStaude Capital Global Value Fund LimitedOctober 2026
“holdings: VH Global Energy Infrastructure (ENRG), and Schroder British Opportunities Trust (SBO), which we discuss in turn below.”
Schroder British Opportunities Trust
Fund coverage · 1 thesis
- Staude Capital Global Value Fund LimitedOctober 2026
Schroder British Opportunities Trust trades at more than a 40% discount to asset backing with no impairment to its underlying assets, and its expected managed wind-down next year should return capital at asset backing.
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