On the podcast this week
On this week's podcast, after the usual brief summary of market movements and the main headlines from the latest news from the investment trust sector, I speak first to Dominic Scriven, the founder and CEO of Dragon, the investment management firm that launched and still runs Vietnam Enterprise Investments (VEIL), the oldest and largest of three specialist Vietnamese trusts that sit in the investment trust universe. It has generated an 11% annualised compound return over the past 30 years, though recent performance has been more muted, and it faces a continuation vote ...
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