Our latest Q and A for premium subscribers is with Simon Barnard, co-founder and lead manager of the Smithson investment trust, which has been in the Investment Trusts Handbook model investment trust portfolio since the trust launched in October 2018 and has performed very strongly since then. Here is a link to the last Q and A we did with Simon in December 2020. You can also read Stuart Watson's profile from March last year by following this link.
When we spoke just over a year ago, Smithson was coming off its second successive year of strong growth, having more than doubled in size to a £2 ...
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Jonathan Davis It is still early days for the premium content Money Makers circle, as I am still experimenting to find the right mix of content, and testing the mailout software, but this week my general thoughts are as follows. This is a link to a separate interview with Simon Barnard, manager of the Smithson investment trust.
Latest thoughts Short term the equity markets generally look overbought, so vulnerable to a correction, but that may well be trumped over the next couple of weeks by the normal end of year rally as fund managers spring clean their portfolios and try to add a few of the...
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For premium subscribers we periodically do podcast interviews with fund managers and analysts about current market conditions and funds (occasionally shares) that we invest in. This one is with Simon Barnard, co-founder and co-manager of the Smithson investment trust which has been in the Money Makers model investment trust portfolio since its launch in 2018 and has performed strongly since then. The transcript is a lightly edited version of the original 40-minute podcast recording.
Welcome Simon. How has the two year experience that you’ve had as a listed investment trust, in terms of the ...
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