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 Ben Rogoff, the always interesting manager of Polar Capital Technology (PCT), a trust whose portfolio is currently constructed as an "AI maximalist". His view is that we have just passed an important milestone in the development of artificial ...
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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 - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week For the very latest episode of the podcast, I have been talking to Ashley Thomas, the renewables and infrastructure analyst at Winterflood Securities. We take a deep dive into the details of the various recent announcements from the government that are changing the basis on whi...
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Cordiant Digital Infrastructure (CORD) was listed in early 2021 and has spent around £800m assembling a highly concentrated portfolio of six assets, with 85% of the portfolio by value attributable to just two holdings: Emitel, a Polish digital broadcaster and telecoms infrastructure operator, and CRA, a Czech digital infrastructure platform. Over its first five years, CORD returned around 11% a year on a NAV basis, ahead of its 9% target. It has a progressive dividend policy, targeting 4.35p for the year ending March 2026, while its payout is covered 1.8 times by funds from operations. The rat...
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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 This week's podcast features another of my regular catch-ups with Andrew McHattie, editor of the Investments Trusts newsletter. This time, we focus solely on recent trust news from, among others, International Biotechnology (IBT), RTW Biotech Opportunities (RTW), Golden Prospect Precious Me...
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