In the latest editions of the podcast released this week, which sees the series reach its 300th edition, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award for two years running (2024 and 2025), is joined by Richard Staveley, lead manager at Rockwood Strategic (RKW), and Anthony Lynch, portfolio manager at J.P.Morgan Claverhouse (JCH).
You can listen to these podcasts in full on the audio players below. Alternatively, you can subscribe via our YouTube channel and most podcast platforms, including Apple Podcasts, Spotify, Amazon Music and Soundcloud. You can also find us listed on The AIC’s Podcast Directory. 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.
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299: Richard Staveley
0:01:06 – The impact of worldwide events on the RKW portfolio
0:10:18 – Argentex PLC
0:16:09 – RM PLC
0:21:34 – A short break
0:22:41 – Good news stories
0:25:49 – The trust’s capacity
0:30:54 – Looking ahead
0:38:27 – Close
300: Anthony Lynch
0:00:24 – Celebrating 300 episodes of the podcast!
0:02:55 – Introducing Anthony Lynch
0:03:21 – Modification of the trust’s strategy
0:06:05 – The Claverhouse USP
0:10:24 – Using the advantages of the investment trust structure
0:13:37 – Dividend yield
0:16:49 – The shape of the portfolio
0:23:18 – A short break
0:24:25 – The UK market
0:27:23 – The impact of the new UK government
0:31:15 – The portfolio
0:32:54 – Assessing risks
0:34:59 – M&A and IPOs
0:39:19 – On the name ‘Claverhouse’
0:40:57 – Close
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 300 podcasts in the over five years since launch!.
Disclosures about the editor’s holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.