Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week I hope you enjoyed the podcast recording with Russell Napier and Edward Chancellor that I recorded at the Weekend of Mistakes last weekend. You cannot get away from the sheer enormity of the changes that the Trump administration is trying to put through, albeit in a very...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week This week I am away at the Weekend of Mistakes, an event for investors being held in Hay Castle, where I will be recording some ideas from the excellent panel of speakers, who include Russell Napier, Edward Chancellor and Philip Augar, all longstanding contacts of mine. ...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week On the podcast this week I have another regular catch-up on recent trust news with Andrew McHattie, the editor of the Investment Trusts newsletter. We are also publishing a transcript of my conversation with Peter Spiller, the long-serving manager of Capital Gearing Trus...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
What's new this week On the podcast this week I talk to Max King, the former fund manager at Investec, and now a popular columnist in the media, about the dramatic events of the last few days, including the market reaction to Trump 2.0. We also discuss the investment trust sector in ...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week On the podcast this week I talk first to Richard Staveley, the manager of Rockwood Strategic (RKW), the best-performing trust in the UK small-cap sector, though one that specialises in riskier small caps at the bottom of the market capitalisation scale. It is...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week The podcast this week features, first, a conversation with Nick Train, the popular and respected manager of Finsbury Growth and Income (FGT), reflecting on the challenges posed by four years of relative underperformance. The trust today has what is surely the...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week The podcast this week features a conversation with Alan Gauld, manager of Patria Private Equity (PPET), which in en earlier recent existence was known as Aberdeen Private Equity. It is one of a number of episodes that I recorded before leaving on holiday last...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week This week I have recorded several episodes that will be released over the next few days, when I will be away on a short holiday somewhere sunny. The first features an intriguing conversation with Jonathan Simpson-Dent, the chairman of Edinburgh Worldwide (EWI...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week There is a minor break in the regular weekly appearance of the podcast, thanks to some unanticipated changes to the schedule. Ben Rogoff, the manager of Polar Capital Technology (PCT), recently elevated to the FTSE 100 index, the sixth investment trust to do ...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week This week I recorded an hourlong conversation with Boaz Weinstein, the CIO of Saba Capital, to explore the reasoning behind his campaign to oust directors at seven investment trusts, replace their whole boards with his own nominees, offer liquidity to a propo...
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