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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Baillie Gifford China Growth (ticker: BGCG) was launched in 1907, and was known as F&C Pacific from 1984 to 2005 and then Witan Pacific from 2005 to 2020, before deciding to ditch its wider regional brief to focus on Chinese stocks. Its share price soared for the first six months under Baillie Gifford, with high investor demand causing its shares to trade at a large premium. But Chinese regulatory crackdowns and sluggish economic growth caused a savage reversal and resulted in a share price drawdown of over 70% by the end of 2023. After three years of underperforming its benchmark, BGCG ou...
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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 review the latest news from the sector with Andrew McHattie, editor of the Investment Trusts newsletter. It has been another busy week of results and corporate activity, with mergers, management changes, rollovers, and Saba targets all in the headlines. Trusts dis...
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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, it is time for my latest catch-up chat with Peter Hewitt, the former manager of CT Global Managed Portfolio (CMPI/CMPG), now happily retired and willing to give his unconstrained views on some of the latest developments in the investment trust sector. Topics covered...
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