In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to James Carthew, director of QuotedData, and Steven Tredget, partner at Oakley Capital, the managers of the Oakley Capital Investments trust (OCI).
You can listen to this week’s podcast in full on the audio players below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers subscribers an opportunity to receive additional premium content, including interviews, investment trust performance data, market/portfolio reviews and regular extracts from the editor’s notebook. This week, as well as the regular features, the Circle features a profile of Invesco Asia Trust (IAT). A subscription costs £8 a month, or a modest £2 a week.
Crashing failure for Silicon Valley Bank
0:00:29 – The week’s news
0:04:36 – Introducing this week’s guests
0:05:57 – Money Makers Circle
0:06:24 – Coming up next week
0:06:34 – Q&A with James Carthew
0:10:27 – Where will money be going?
0:12:32 – Results announcements
0:32:19 – Nick Greenwood’s departure from Premier Miton
0:35:05 – Henderson Opportunities Trust (HOT)
0:38:47 – AIC Conference
0:43:30 – Close
0:43:44 – Q&A with Steven Tredget
0:53:26 – Effectiveness of share buy backs
0:55:47 – Constraints around the availability of cash
0:58:12 – Direct holdings
1:00:41 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Oakley Capital Investments (OCI)
- MIGO Opportunities Trust (MIGO)
- F&C Investment Trust (FCIT)
- Alliance Trust (ATST)
- Digital 9 Infrastructure (DGI9)
- Seraphim Space Investment Trust (SSIT)
- US Solar Fund (USFP)
- Strategic Equity Capital (SEC)
- Henderson Opportunities Trust (HOT)
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Disclosures about the editor’s personal holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.