Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Harry Nimmo, manager of the Abrdn UK Smaller Companies Growth Trust.
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.
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Plenty of excitement for investors
00:52 – Review of the week
07:51 – Results, NAV updates, and fundraising
09:25 – Corporate news
15:41 – The week’s results
20:06 – Money Makers Circle
22:16 – Podcast format
22:50 – Q & A with Harry Nimmo
28:16 – Differences in managing an investment trust vs open ended fund
30:37 – Message to investors during downturns
31:58 – How does the 2022 sell-off compare to others?
40:24 – Will there be a shift in style? Dash for trash
45:36 – Upcoming UK budget and tax changes
47:13 – The Future for AIM
49:45 – Discount and buybacks etc.
51:45 – A good time to start a small-cap fund manager career?
53:52 – Plans for retirement
54:49 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Long Term Assets (LTA)
- ThomasLloyd Energy Impact (TLEP)
- Independent Investment Trust (IIT)
- Majedie Investments (MAJE)
- Biopharma Credit (BPCR)
- JPMorgan Russian Securities
- AVI Global Trust (AGT)
- Abrdn Latin American Income Trust (ALAI)
- Scottish Mortgage Investment Trust (SMT)
- Capital Gearing Trust (CGT)
About Money Makers
We are an 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 over 130 podcasts in the more than two 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.