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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Allianz Technology (ticker: ATT) was launched in 1995 and was initially managed by Finsbury Asset Management. In 2007, it switched management firm to Allianz, with Walter Price taking on the lead role. Price retired in 2022, handing over to Mike Seidenberg, who has worked on the trust since 2009. Just before Price stepped down, Allianz merged its US fund management business with Voya, although the trust continues to be managed from the same office in San Francisco. ATT holds a relatively concentrated portfolio of global technology companies, although around 90% of its holdings are listed in th...
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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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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 We have put out two episodes of the podcast this week, both featuring UK equity trusts, though two very different ones. The first was with Richard Staveley, manager of Rockwood Strategic (RKW). a strongly performing specialist small-cap trust operating in the lower reaches of the market, and...
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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 - This week's biggest movers - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, Peter Hewitt, the recently retired fund manager, and I discuss the latest developments in the investment trust sector, looking at discount movements over the course of 2025, the prospects of further consolidation in the industry, the importance of yields and probable fut...
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