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 In the latest episode of the podcast, I talk to Ben Conway, head of fund management at Hawksmoor Fund Management, about the health of the investment trust industry. We discuss whether the sector has done enough to see off the challenges of the last four years, the recent amendments to ...
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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 Mighty oaks and little acorns? I noted in the last edition of the Investment Trusts Handbook that we cannot finally say that the supply and demand crisis in the investment trust sector has been fully resolved until we start to see a new wave of trusts coming to market to replenish and ...
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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 The latest episode of the podcast features my pre-recorded conversation with Evy Hambro, the long-serving manager of BlackRock World Mining (BRWM). It is highly topical as supplies of commodities and precious metals have been central to the tariff wars, higher than hoped for inflation ...
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Baker Steel Resources (BSRT) was listed in 2010 and holds a concentrated global portfolio of both listed and unlisted smaller mining companies. The trust had a difficult start, due to the slump in commodities during the 2010s, and shareholders were underwater from 2012 until just a few months ago, but its recent performance has been much more impressive. Its share price has nearly quadrupled from a low of 34p in late 2023, thanks to the surge in gold and silver prices plus gains from holdings like Tungsten West and Blue Moon, taking its market cap to £135m. BSRT has typically traded at a wide ...
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