10th April 2021

Private equity in the spotlight

Jonathan Davis and Simon Elliott of Winterflood Securities review the week

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our free weekly investment trust podcast. Topics covered this week include fundraising, style factors and the private equity sector. Trusts mentioned this week (with tickers) include: Strategic Equity Capital (SEC), Gore Street Energy (GSF), Impact Healthcare REIT (IHR), Jupiter Green (JGC), Aberdeen Asian Income Fund (AAIF), J.P.Morgan American (JAM), J.P.Morgan Global Emerging Markets Income (JEMI), Schroder Japan Growth (SJG), Impax Environmental Markets (JEM), Menhaden (MHN), Schroder UK Public Private (SUPP),  Ediston Property Investment Company (EPIC), Princess Private Equity (PEY), HGCapital (HGT), Standard Life Private Equity, (SLPE), BMO Private Equity (BPET), Schiehallion (MNTN), Pantheon International (PIN) and others.

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please follow this link. Coming shortly: the first of a new series of forums in which investment trusts experts answer questions about a topic of the week. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 50 podcasts since launch. The first anniversary of the podcast falls next week.

These podcasts are part of a new series of regular interviews with leading figures in the investment world, brought to you by the Money Makers team. We are an independent research and publishing venture committed to providing high quality investment information and resources. You can sign up here to be notified about the latest podcasts in the weekly series.  Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. Disclosures about the trusts for which Winterflood Securities act as corporate broker and 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). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.

Money Makers podcasts are free to air. To ensure you are kept up to date with all the latest interviews, simply sign up to the free Money Makers email and subscribe on iTunes or other podcast services. Or why not consider joining the Money Makers circle for more commentary, portfolio reviews and interviews?  More information here.

 

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Jonathan Davis

Jonathan Davis

Jonathan Davis started  his career as a financial journalist on The Times, Sunday Telegraph and The Independent before qualifying as a professional investor. He is a Member of The Chartered Institute for Securities and Investment and the author of several books on stock market investment, as well as editor of the annual Investment Trusts Handbook and a senior adviser at Saunderson House.

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Simon Elliott

Simon Elliott has covered the investment trust sector since 2002 when he joined Winterflood Securities. Since 2008 he has headed the research team, which has been highly rated in subsequent Extel Surveys. Simon started his career with PWC, qualifying as a chartered accountant in 1998, before working in industry for three years. He completed a MBA with the Cranfield School of Management in 2002.

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Ben Gamblin

Ben Gamblin is the producer of the weekly Money Makers investment trust podcast and has many years of experience in radio and podcast production. This is a link to his professional website.

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