In the latest editions of the Money Makers investment trust podcast released this week, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Richard Staveley, lead manager at Rockwood Strategic (RKW), and Colm Walsh, co-manager of the ICG Enterprise Trust (ICGT).
You can listen to these podcasts in full on the audio players below. Alternatively, you can subscribe via our YouTube channel, and at most podcast platforms including Apple Podcasts, Spotify, and Soundcloud; and you can 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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260: Richard Staveley
0:00:39 – Trust performance over the last twelve months
0:02:59 – The impact of the 2024 budget on the small cap sector
0:08:22 – Operational impacts from the budget
0:13:06 – Looking at Filtronic
0:21:09 – A short break
0:22:04 – Looking at Funding Circle
0:26:18 – Disclosure of information and the possibility of investing in an investment trust
0:31:12 – Hostmore
0:35:51 – The outlook from here
0:40:17 – Close
261: Colm Walsh
0:00:45 – Performance of ICGT over the past 18 months
0:02:33 – Addressing the discount issue
0:05:55 – NAV performance
0:10:54 – Cost disclosure
0:16:45 – Characteristics of the mid-market and buy-out markets
0:20:23 – A short break
0:21:19 – Trends in revenues and earnings
0:23:12 – Impact from global events
0:27:10 – A view on the UK
0:33:22 – A view on Europe
0:34:29 – The private equity and ICGT pitch
0:38:27 – The perception of private equity
0:42:43 – Close
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Disclosures about 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) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.