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...
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.
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 - Thoughts on the news - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week On the podcast this week I have another regular catch-up on recent trust news with Andrew McHattie, the editor of the Investment Trusts newsletter. We are also publishing a transcript of my conversation with Peter Spiller, the long-serving manager of Capital Gearing Trus...
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.
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/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
What's new this week On the podcast this week I talk to Max King, the former fund manager at Investec, and now a popular columnist in the media, about the dramatic events of the last few days, including the market reaction to Trump 2.0. We also discuss the investment trust sector in ...
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.
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/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week On the podcast this week I talk first to Richard Staveley, the manager of Rockwood Strategic (RKW), the best-performing trust in the UK small-cap sector, though one that specialises in riskier small caps at the bottom of the market capitalisation scale. It is...
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.
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/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week The podcast this week features, first, a conversation with Nick Train, the popular and respected manager of Finsbury Growth and Income (FGT), reflecting on the challenges posed by four years of relative underperformance. The trust today has what is surely the...
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.
Contents As the content of the weekly email continues to expand (and we aspire to offer you the most comprehensive range of independent information for anyone interested in investment trusts), from this week we have added a set of content links, just below this paragraph, that can take you quickly to the different sections of the email. We will be adding yet further new content to the email over the next few weeks and while it should still be very straightforward to scroll through in one go, you might find it helpful to be able to skip from one part to the other directly. Feedback is welcome, ...
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.
On the podcast this week This week's podcast features a three-way conversation with two of our most popular speakers, Nick Greenwood, manager of MIGO Opportunities (MIGO), the special situations trust investor whose management contract recently migrated from Premier Miton to Asset Value Investors, and Ben Conway, the impressive young head of fund management at Hawksmoor Fund Management, best known for his prominent role in helping to co-ordinate and publicise the campaign to end the regulatory cost disclosure discrimination investment trusts struggle with. Our conversation ranges widely acros...
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 markets' positive start to the year paused this week, with the S&P 500 index failing (again) to breach its 200-day moving average, and finishing flat over the week, while the UK equity market was modestly down. The videos outlining my recent changes to the Money Makers portfolios will be out shortly. Stuart's latest profile is of the Oakley Capital Investments trust (ticker: OCI), a private equity trust that I like and trades at a narrower discount than some of its larger, better known peers.
Other media this week You can hear an interview with me on Kyle Caldwell's weekly podcast f...
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