Jonathan Davis, editor of the Investment Trusts Handbook, reviews the main announcements and market movements in the latest edition of our free weekly investment trust podcast. While Simon Elliott, head of investment trust research of Winterflood Securities, continues his holiday, Jonathan is joined by Peter Hewitt, the manager of the BMO Managed Portfolio Trust.

Please note that due to some technical issues with the remote connection this week, the sound quality of our podcast is not up to its usual standards, for which we can only apologise. However, we still hope you find the conversation interesting as Jonathan and Peter discuss what has happened over the past week, as well as some of the things that Peter owns and what he has been doing with his portfolio recently.

Trusts mentioned this week (with tickers) include: Electra Private Equity (ELTA), Civitas Social Housing (CSH), Triple Point Social Housing (SOHO), Bluefield Solar Income Fund (BSIF), Seraphim Space Investment Trust (SSIT), Literacy Capital (BOOK), Pershing Square Holdings (PSH), BlackRock World Mining Trust (BRWM), Temple Bar Investment Trust (TMPL).

The Money Makers circle, now up and running, is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor’s notebook. This week it features a Q and A with Max King, formerly of Investec, who has been following the investment trust sector for many years, as a manager, analyst and media commentator.

For more information about the Money Makers circle, please follow this link. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 70 podcasts since launch.

01:17 – Review of the market
02:12 – A discussion with Peter Hewitt
56:08 – Money Makers Circle and close

These podcasts are part of a series of regular interviews with leading figures in the investment world, brought to you by the Money Makers team. We are an independent research and publishing venture committed to providing high quality investment information and resources. You can sign up here to be notified about the latest podcasts in the weekly series.  Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. Disclosures about the trusts for which Winterflood Securities act as corporate broker and 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). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.

Money Makers podcasts are free to air. To ensure you are kept up to date with all the latest interviews, simply sign up to the free Money Makers email and subscribe on iTunes or other podcast services. Or why not consider joining the Money Makers circle for more commentary, portfolio reviews and interviews?  More information here.

Jonathan Davis started  his career as a financial journalist on The Times, Sunday Telegraph and The Independent before qualifying as a professional investor. He is a Member of The Chartered Institute for Securities and Investment and the author of several books on stock market investment, as well as editor of the annual Investment Trusts Handbook and a senior adviser at Saunderson House.

Simon Elliott has covered the investment trust sector since 2002 when he joined Winterflood Securities. Since 2008 he has headed the research team, which has been highly rated in subsequent Extel Surveys. Simon started his career with PWC, qualifying as a chartered accountant in 1998, before working in industry for three years. He completed a MBA with the Cranfield School of Management in 2002.

Ben Gamblin is the producer of the weekly Money Makers investment trust podcast and has many years of experience in radio and podcast production. This is a link to his professional website.