In the latest edition of the Money Makers investment trust podcast released this past week, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, was joined by George Ensor, manager of the River UK Micro Cap Investment Trust (RMMC).
In our next edition due for release on Monday 21 October, Jonathan is joined by regular guest Andrew McHattie, editor of the Investment Trust Newsletter, to discuss the markets and debate the pros and cons of redemption opportunities.
You can listen to this week’s podcast in full on the audio players below. Alternatively, you can subscribe via our YouTube channel, and at most podcast platforms including Apple Podcasts, Spotify, and Soundcloud. We are grateful to J.P. Morgan Asset Management, whose no-strings support enables us to keep the podcast free and our editorial integrity intact.
If you enjoy the Investment Trusts 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 usual features, the Circle features a profile of Henderson Opportunities (HOT). Future profiles include Mid Wynd International (MWY) and CQS New City High Yield (NCYF). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month, or £120 for one year with a two week free trial.
233: George Ensor
0:01:06 – The basic proposition
0:07:19 – Potential actions from the new government affecting the AIM IHT issue
0:09:30 – Exposure to trusts affected by potential budget changes
0:11:17 – The redemption facility
0:16:12 – Stockpicking philosophy
0:31:13 – A short break
0:32:08 – Selling stocks that are no longer defined as micro-cap
0:34:44 – Activism
0:36:09 – Reforming the UK equity market
0:40:28 – Why invest in the micro-cap trust
0:43:04 – Close
About Money Makers
We are an editorially independent research and publishing venture committed to providing high-quality investment information and resources. You can sign up below to be notified about the latest podcasts by email as soon as they become available. Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. We are very grateful for your continued support and the enthusiastic response to our more than 230 podcasts in the over four years since launch.
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.