On the podcast this week On this week's podcast, I discuss some of the more interesting and important news from the sector with one of my regular guests, Andrew McHattie, editor of the Investment Trusts newsletter. Among the trusts discussed are Scottish Mortgage, (SMT), Witan (WTAN), J.P.Morgan American (JAM), Literacy Capital (BOOK), Digital 9 Infrastructure (DGI9), Chrysalis (CHRY) and SDCL Energy Efficiency (SEIT). We also discuss ISAs as we approach the end of the financial year. Andrew reveals two of the six trusts that he is recommending for ISA portfolios this year. Latest trust pro...
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On the podcast this week On this week's podcast, I have an extended conversation with Peter Spiller, the founder of CG Asset Management and manager of Capital Gearing Trust (CGT), about the state of the investment trust sector at present. Drawing on his experience of working for 50 years in the City, he gives his verdict on a range of current topics: liquidity, cost disclosure, regulation, tender offers, consolidation, discounts, buybacks and the all-important issue of corporate governance failings, citing examples such as Smithson (SSON), NextEnergy Solar (NESF) and BH Macro (BHMG). Definite...
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On the podcast this week On this week's podcast, I talk to James Carthew, director of research at Quoted Data, and Craig Baker, chair of the investment committee at Alliance Trust (ATST). The latter has just reported some excellent annual results and appears to be making a strong comeback from the travails that raised questions about its viability a few years ago before the business was streamlined and repurposed around a single general equity trust. Its relatively low cost, "best ideas" multi-manager stock picking approach is distinctive in the investment trust universe and offers a genuine ...
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