For premium subscribers we do regular interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. The latest one is with Kartik Kumar, the manager of the Artemis Alpha investment trust since 2018, a £168m UK equity fund which sits in the UK All Companies sector and has a FTSE All-Share index benchmark. After a period of poor performance, the board approved a new strategy in April 2018 to create a more concentrated portfolio and reduce the number of private company holdings. Shareholders will be offered the chance to...
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For premium subscribers we do regular interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. The latest one is with Hamish Baillie, the manager of the Ruffer Investment Company, a £600m multi-asset investment trust with an absolute return mandate which sits in the Flexible Investment sector. The objective of the trust is to deliver a return that is at least twice the return on cash while aiming never to lose money for investors on any 12-month period.
Hamish Baillie Why take an interest in this trust? Jonathan...
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For premium subscribers we do regular interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. The latest one is with Colette Ord, head of the real assets research team at Numis Securities, and discusses the infrastructure sector. This sector has grown rapidly over the last ten years and now comprises 26 different trusts with a combined market capitalisation of £23 billion. I suggest you listen to our conversation in conjunction with some of the slides from a recent presentation she gave to professional investors...
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For premium subscribers we do regular interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. The latest one is with Stephanie Sirota, a director of RTW Venture Fund (ticker: RTW) and Chief Business Officer of the New York based team that manages the trust. In our conversation we discuss what the trust does, what lies behind its impressive start as a listed vehicle and the future for life sciences businesses beyond the pandemic.
Stephanie Sirota Why the interest in this trust? RTW Venture Fund is a relative ne...
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For premium subscribers we do regular interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. The latest one is with Richard Curling, the manager of the Jupiter Alternative Monthly Income fund. In our conversation we discuss how he uses investment trusts to generate a steady monthly income for his investors and the reasoning behind his largest holdings.
Why the interest in this trust? Many wealth managers use alternative asset investment trusts to construct portfolios for their private clients who are looking f...
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For premium subscribers we periodically do interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. The latest one is with Peter Spiller, the founder of CG Asset Management and the manager of the Capital Gearing Trust (since 1982, which makes him the longest serving investment trust manager in the UK). Capital Gearing Trust sits in the flexible investment sector and, like Personal Assets, Ruffer and RIT, offers a one-stop shop for those looking to have their money managed for them, but can also be used (as I use i...
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For premium subscribers we periodically do interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. This one is with Nick Greenwood, the manager of the Miton Global Opportunities Trust, another fund of investment trusts, though very different in its strategy to Peter Hewitt's BMO trust that we featured a couple of weeks ago. Its aim is to find special situations in the investment trust world, where the share price for any number of reasons may not reflect a trust's potential value. This mostly means looking for tr...
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For premium subscribers we periodically do interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. This 15-minute offering is with Charlie Morris, the former head of absolute return strategies at HSBC, now the Chief Investment Officer of Bytetree Asset Management, and an independent and perceptive analyst specialising in gold, bitcoin and other cryptocurrencies.
Charlie Morris The growth of cryptocurrencies has been one of the big stories of the last decade in financial markets. Bitcoin is the most notable examp...
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For premium subscribers we periodically do interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. This one is with Peter Hewitt, the manager of the BMO Managed Portfolio Trust, a fund of investment trusts, and a longstanding investor in the closed ended sector. The trust has an unusual dual share class and sits in the flexible investment sector. It has delivered a share price total return of around 160 per cent over the last ten years.
Peter Hewitt Why the interest in this trust? Well one of the chief interest...
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For premium subscribers we periodically do interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. This one is with Ian Lance and Nick Purves, the recently appointed managers of the Temple Bar investment trust. Both men formerly worked together for Schroders before joining the boutique firm of RWC Partners.
Temple Bar, founded in 1926, was managed for many years by Alastair Mundy until his departure through ill-health a year ago. His contrarian value style, seeking to invest in deeply out out of favour companie...
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