In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Alastair Laing, CEO of CG Asset Management, and Ken Wotton, manager of Strategic Equity Capital (SEC).
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, Google, and others, including now the Money Makers YouTube channel. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
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A flattish week
0:02:48 – Cost disclosure rules
0:04:00 – This week’s guest
0:04:40 – Summary of results
0:05:49 – Money Makers Circle
0:06:28 – Q&A with Alastair Laing
0:15:21 – Looking ahead and the impact of elections
0:19:46 – Portfolio changes
0:30:11 – General infrastructure sector
0:33:52 – Property sector
0:37:21 – Private equity sector
0:39:59 – Opportunities in 2024
0:41:46 – Q&A with Ken Wotton
0:50:45 – Differences to other similar trusts
0:55:26 – Ambitions for the trust
1:04:05 – Looking forward
1:05:55 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Seraphim Space Investment Trust (SSIT)
- Hydrogenone (HGEN)
- Biopharma Credit (BPCR)
- Geiger Counter (GCL)
- Digital 9 Infrastructure (DGI9)
- Henderson Diversified Income (HDIV)
- Pershing Square Holdings (PSH)
- Rockwood Strategic (RKW)
- Ashoka India Equity Investments (AIE)
- Abrdn New India (ANII)
- Invesco Select (IVPU)
- Abrdn Diversified Income and Growth (ADIG)
- Atrato Onsite Energy (ROOF)
- LXi REIT (LXI)
- LondonMetric (LMP)
- Gore Street Energy Storage (GSF)
- HOME REIT (HOME)
- Caledonia Investments (CLDN)
- Alliance Trust (ATST)
- Hipgnosis Songs Fund (SONG)
- BBGI Global Infrastructure (BBGI)
- 3i Infrastructure (3IN)
- International Public Partnerships (INPP)
- HICL Infrastructure (HICL)
- Greencoat UK Wind (UKW)
- Tritax Big Box (BBOX)
- PRS REIT (PRSR)
- Literacy Capital (BOOK)
- Oakley Capital (OCI)
- HgCapital Trust (HGT)
- Odyssean Investment Trust (OIT)
About Money Makers
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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.