Jonathan Davis and Simon Elliott of Winterflood Securities review the week
Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our free weekly investment trust podcast. Not a huge amount of news this week, but an opportunity to look back over 2020 and discuss some of the broader features of the investment trust sector, as well as the outlook for the New Year. Trusts mentioned this week (with tickers) include: Value and Income (VIN), Schiehallion (MNTN), Gabelli Value Plus + (GVP), J.P.Morgan Indian (JII), Pantheon International (PIN), Hipgnosis (SONG), Round Hill Music Royalty (RHM). Scottish Mortgage (SMT), Mid Wynd (MWI) and Martin Currie Global (MNP).
This week also sees the start of the Money Makers circle, 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, news updates, market and portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please follow this link. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 40-odd podcasts since launch.
These podcasts are part of a new 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.
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.