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 There are two guests on the podcast this week. First up is Mark Niznik, co-manager of Artemis UK Future Leaders (AFL), who makes the case for buying small-cap UK stocks with a value bias, coming off a long period of poor relative performance that could be a classic contrarian opportuni...
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This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here, he reviews the performance of his holdings as we move into 2026.
Reg Hoare It started well... Q1 started so well; by 27 February, the FTSE 100 index was up nearly 10%. Then the Iran War began, and the index retraced its steps by some 7%, leaving the market overall up about 2.5% over t...
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This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here he reviews the performance of his holdings over the first quarter of 2025.
Reg Hoare A tricky quarter Q1 proved to be a tricky quarter, with volatility driven by continued geopolitical and macroeconomic uncertainty. Against this background, my portfolio unsurprisingly gave up some of ...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week The podcast this week features the best-performing UK Equity Income trust, the quaintly named 135-year-old Law Debenture Corporation (LWDB). I talk to Denis Jackson, CEO of the company, who manages its professional services business, and Laura Foll, co-manager with James Henderson of the equity portfolio ...
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On the podcast this week On this week's podcast, with a UK general election now suddenly upon us, I discuss that and specific investment trust issues with two regular guests, Charlie Morris, the CEO of Bytetree Research, an independent investment research firm, and Andrew McHattie, editor of the Investment Trusts newsletter. Apart from politics, we cover the global macro outlook and the latest news from the investment trust sector, including this week's updates from Scottish Mortgage (SMT), Asia Dragon (DGN), HICL Infrastructure (HICL), Capital Gearing Trust (CGT), Chrysalis (CHRY) and two o...
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