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, with a suitable disclosure of interest, I talk to my friend and co-author Sandy Nairn, Executive Director of Global Opportunities Trust (GOT), and Alan Bartlett of sub-managers Goodhart Partners, about the changes that are taking place at the self-managed trust and what ...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
UPDATE: Third Point Investors was renamed Malibu Life Holdings and moved to the commercial section of the London Stock Exchange in mid-2025.
Third Point Investors Limited (ticker: TPOU), along with BH Macro, is one of the few long-term survivors in the Hedge Fund sector. Run by US-based investor Dan Loeb, Third Point joined the market in 2007 although the underlying Master Fund it invests in dates back to 1996. Loeb primarily invests in equities, sovereign and corporate credit, and in private companies taking a mixture of long and short positions. A widening discount led to the trust rolling ...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
Jonathan Davis These notes are currently presented in a diary format and are normally updated day by day. My plan now is to keep updating the entries until the weekend when you can read all the entries in one go, alongside the trust news and data posts, should you prefer. By their nature these notes are somewhat transitory in nature.
Monday 29th March The week starts with news of another hedge fund implosion on Wall Street. This time it is a entity called Archegos, run by a man called Bill Hwang, who started life working for Julian Robertson, one of the superstars of the hedge fund business...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
The signs of excess in the equity markets are accelerating, in the shape of IPOs jumping to huge premiums immediately after listing, historically narrow discounts on investment trusts and a surge in speculative trading in stocks. Amidst widespread expectations of a surge in growth in the wake of the pandemic, a recent focus of market analysts has been the risks associated with the $1.9 trillion stimulus package that President Biden is hoping to steer through Congress. Bond yields have broken through their 50 day and 200 day moving averages in what may be a harbinger of higher inflation ahead. ...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
© 2026 Money Makers