Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, there are two episodes. In the first, I talk about commercial property in depth with Marcus Phayre-Mudge, the long-serving manager of TR Property (TRY), a trust that invests in the shares of other property funds. In the second, I discuss recent news from the s...
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This is the latest in our regular feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas come from research by Kepler Intelligence, the well resourced investment trust research company, and represents the author's opinions, not ours. Please note the disclaimer at the end of this article.
China - yes or no? It has been a peculiar few years for investors in Asia. A distant memory though it may seem, China’s hardline approach to the pandemic was initially lauded by lots of people across the world, writes David Kimberley. Combined with...
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The markets' positive start to the year paused this week, with the S&P 500 index failing (again) to breach its 200-day moving average, and finishing flat over the week, while the UK equity market was modestly down. The videos outlining my recent changes to the Money Makers portfolios will be out shortly. Stuart's latest profile is of the Oakley Capital Investments trust (ticker: OCI), a private equity trust that I like and trades at a narrower discount than some of its larger, better known peers.
Other media this week You can hear an interview with me on Kyle Caldwell's weekly podcast f...
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