Jonathan Davis, editor of the Investment Trusts Handbook, talks to Graham Harrison, founder and chairman of Asset Risk Consultants, about the difficulties that private investors face when trying to choose a wealth manager or investment adviser. Why is that every firm seems to be able to say that it is a top quartile performer? Graham uses ARC's extensive database of private client managers to answer that question and suggests way for clients to dig behind the numbers. ARC''s quarterly summary of private client managers' performance can be found at www.suggestus.com (a useful benchmark for your...
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I am inviting readers to send me questions and will be answering selected ones from time to time. While I cannot give individual investment advice, or specific buy or sell recommendations, I am happy to give my honest assessment of macro issues and specific trust or sectors, where I have something of value to say. Here is the first such question.
Q: What are the general implications for the funds held by an investment company if it is bought by private equity? Is there a prevailing sense of what the future holds? As an example I am thinking of RESI and GRID and the offer to buy Gresham Ho...
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Jonathan Davis, editor of the Investment Trusts Handbook, talks to Jon Forster, co-portfolio manager at Impax Environmental Markets (IEM). An extract of this full Q&A was included in the Money Makers Weekly Investment Trusts Podcast edition 154, released on 15 April 2023, but this is the full version. We discuss more details of the trust's approach and the outlook now for sustainable investing. You can also read our profile of IEM by following this link.
00:29 - The early beginnings of the trust 04:33 - A lack of similar trusts 06:03 - The trust today 09:09 - The investment environment ...
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Jonathan Davis, editor of the Investment Trusts Handbook, talks to Dr Sandy Nairn, executive director of the Global Opportunities Trust (GOT), and author of The End of the Everything Bubble. An extract of this full Q&A was included in last week's Money Makers Weekly Investment Trusts Podcast. We go one from talking about his views about the coming second and third legs of the current bear market to discuss how he is remoulding the investment trust to navigate these unusual market conditions. Disclosure: I am a shareholder in this trust and also collaborate with Sandy on his books and strat...
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Jonathan Davis, editor of the Investment Trusts Handbook, talks to Richard Staveley, lead fund manager at Rockwood Strategic (ticker: RKW), in this full Q&A, an extract from which was included in the Money Makers Weekly Investment Trusts podcast.
About Money Makers We are an independent research and publishing venture committed to providing high-quality investment information and resources. You can sign up below to be notified about the latest podcasts by email as soon as they become available. Please note that the podcasts should not be regarded as personal financial advice, b...
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Jonathan Davis, editor of the Investment Trusts Handbook, talks to Ben Rogoff, lead manager of the Polar Capital Technology Trust (ticker: PCT) since 2006. In a 35 minute Q and A we discuss the sharp sell off in the technology sector, how that will be affected by interest rates and other macro factors, why he is still holding an above average amount of cash in the portfolio, and the outlook for some of the biggest names in the tech sector, including Apple, Amazon, Tesla, Google, Meta (Facebook) and Netflix. The trust currently trades on a discount of around 7% and has a market cap of £2.7 bil...
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Jonathan Davis, editor of the Investment Trusts Handbook, talks to Carlos Hardenberg, lead manager of the Mobius Investment Trust (ticker: MMIT). In a 35 minute Q and A we discuss events in Russia, China and Brazil and the outlook for emerging markets and the dollar. Carlos spent 17 years at Templeton Emerging Markets (ticker: TEM) before launching the new trust with Mark Mobius in 2018.
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Jonathan Davis, editor of the Investment Trusts Handbook, talks to Paul Pindar, the former CEO of Capita, the listed outsourcing business, and his son Richard about Literacy Capital, the private equity investment fund they founded and have been running since 2017. The trust (ticker: BOOK) listed in 2021 and was granted investment trust status earlier this year. It donates an amount equivalent to 0.9% of its Net Asset Value each year to support charities dedicated to improving literacy in the UK.
Paul Pindar, chairman of Literacy Capital BOOK has made a successful start to life as a listed com...
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Jonathan Davis, editor of the Investment Trusts Handbook, continues his conversation with Peter Hewitt, manager of the CT Global Managed Portfolio (CMPG) exclusively for subscribers to the Money Makers Circle. The first part of this discussion is available in the Weekly Investment Trust Podcast released on 08 October 2022.
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This Q and A takes the form of a link to my latest Moses and Methusaleh podcast with the fund manager Peter Seilern, so named, tongue in cheek, because we are now among the oldest participants still working (happily so) in the investment business. In the 35 minute discussion Peter and I talk through some of the issues facing financial markets this year. It is interesting to note that he is having second thoughts about some of his earlier reactions to the way that markets have evolved over the course of the last four months.
The way that Peter and his team run money has been set in stone for...
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