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 - Good reads - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week, we have two episodes of the podcast. One is an authoritative discussion of the current state of the investment trust industry with Peter Spiller, co-manager of Capital Gearing Trust (CGT), who I think has earned the right to be called the Grand Old Man of the investment trust worl...
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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 - Good reads - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week in the podcast, I talk to Stephen Tredget, a partner at Oakley Capital, the private equity firm, about the latest results and outlook from its investment trust, Oakley Capital Investments (OCI). OCI is a very different animal from HgCapital Trust (HGT), whose chairman Jim Strang wa...
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Aberdeen Asian Income (ticker: AAIF) was launched in December 2005 and celebrates its 20th anniversary later this month. Since its IPO, aided by modest gearing throughout, it has posted total returns of just over 9% a year, roughly a percentage point a year ahead of its regional benchmark but with less volatility. Although AAIF traded at a premium for several years following the financial crisis, the last decade has seen it mostly trade at a discount of around 10%, despite having a policy of buying back its shares when its discount exceeds 5%. At the start of 2024, the basis for the management...
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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 - Good reads - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week in the podcast, it is the turn of another seasoned and well-respected professional investor to offer his thoughts on recent developments, including the Budget, the markets, the trust sector and his own trust's performance. That investor is Joe Bauernfreund, manager of AVI Global (A...
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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 - Good reads - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Jim Strang, the experienced chairman of HgCapital (HGT), one of the very best long-term performers in the investment trust sector, about the current state of the private equity industry and the outlook for HGT following a period of what, by its standards, ...
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