Decades of expertise and experience

Many of the contributors to the handbook will be familiar names to regular followers of the investment trust sector, combining at they do a potent mix of the best professional writers, investment trust analysts and fund managers working in the field today. Whether analysing past data or looking forward to the future, you can be sure that you are listening to voices of authority and experience. 

You can find more information about the handbook elsewhere on this site, including:

Robin Angus was Executive Director of Personal Assets Trust until this year and for many years a top-rated investment trust analyst in the City.

John Baron managed investment trusts for Henderson Administration and Rothschild Asset Management and now writes a regular column in investment trusts for the Investors Chronicle and runs an investment trust subscription service johnbaronportfolios.com.

David Benamou is one of the founders of Axiom Alternative Investments and manager of the Axiom European Financial Debt investment trust.

Emma Bird is an investment trust analyst at Winterflood Securities.

Alan Brierley is head of investment trust research at Investec.

Nick Brind is co-manager of the Polar Capital Global Financials investment trust.

Hamish Buchan is the recently retired chairman of Personal Assets Trusts and a former number 1 rated investment trust analyst in the City.

James Carthew is a co-founder of the research firm Quoted Data and a former City investment trust analyst.

Tim Cockerill is the head of research at Rowan Dartington, a firm of independent financial advisers.

Simon Crinage is the head of investment trusts at J.P.Morgan Asset Management.

Sandy Cross is a partner at Rossie House, an Edinburgh wealth management firm.

Alex Davies founded the Wealth Club, the largest online platform for VCTs and other tax-efficient investment solutions.

Jonathan Davis is a leading stock market commentator and professional investor, as well as editor of the handbook.

Kieran Drake is an investment trust analyst at Winterflood Securities.

Simon Elliott has been head of investment trust research at Winterflood Securities since 2008.

David Johnson is an analyst at there research firm Kepler Intelligence.

Max King is a former wealth manager who contributes regularly to Money Week and other financial publications.

Ewan Lovett-Turner is head of investment trust research at Numis Securities.

Sam Morse is the manager of the Fidelity European investment trust.

Paul Major is a former healthcare analyst and manager of the BB Global Healthcare trust since 2016.

Harry Nimmo has been manager of the Standard Life Smaller Companies trust since 2003

Charles Plowden has been senior partner of Baillie Gifford since 2005 and manager of the Monks investment trust since 2015.

Walter Price is the lead manager of the Allianz Technology investment trust.

Peter Spiller is the longest serving investment trust manager in the UK, having managed Capital Gearing Trust since 1982.

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ITHB cover 2021
Jonathan Davis

Jonathan Davis

Founder and Editor

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