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 This week on the podcast, I revisit the complex and, for shareholders, frustrating world of battery storage with Ben Guest, the manager of Gresham House Energy Storage (GRID). It has been "the best and worst of times" for this renewable energy trust since its IPO in 2018 - orig...
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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 On the podcast this week, I talk to Ashley Thomas, the renewables and infrastructure analyst at Winterflood Securities. We discuss the results of the latest offshore wind auction announced this week by Ed Miliband and its likely impact on the renewables sector. He then goes on to explain wh...
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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 - This week's biggest movers - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I am joined by Andrew McHattie, editor of the Investment Trusts newsletter, to discuss several recent announcements from the trust sector. Names include Third Point Offshore Investors (TPOU), Fidelity Japan (FJV), AVI Japan Opportunities (AJOT), Bellevue Healthcare (BBH...
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On the podcast this week On this week's podcast, I have one of my regular catch-ups on all the latest news in the investment trust sector with Andrew McHattie, the editor of the Investment Trusts newsletter. Because of a late scheduling change the final part of the podcast, a conversation with Laura Foll, co-manager with James Henderson of three UK investment trusts, will only now happen on Monday, and we will publish that the following day. A reminder that Simon Elliott, my original podcast co-host, will be making a second comeback appearance in two weeks time to mark our 200th episode and to...
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On the podcast this week On this week's podcast, I talk to Dan Higgins, recently appointed as the lead manager of Majedie Investments (MAJE), the family-backed global trust, which is seeking to attract new shareholders for the differentiated "liquid endowment" strategy which it adopted a year ago, and Prashant Khemka, manager of Ashoka India (AIE), the runaway best performer of the trusts which are capitalising on the strong recent performance of the Indian stock market. Looking ahead, I have tempted Simon Elliott, my original podcast co-host, to come back in a couple of weeks on the occasion ...
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Subscriptions update The new system has, I believe, now normalised, but a reminder that if you have any queries about your subscription please email this address (info@money-makers.co). For any queries to do with the content please feel free to contact me directly via editormm124@gmail.com. If you have been in contact and I have not replied yet, the backlog is shrinking. I am grateful for all the kind words that subscribers have offered about the new weekly email. On the podcast this week On this week's podcast, I talk to Matt Hose, alternatives analyst at the broker/investment bank Jeffries ...
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Subscriptions update I believe (hope) that we are now genuinely close to having sorted out all the residual issues arising from the upgrade of our subscription system. If you have been affected, thanks for your patience and tolerance while we have rectified the situation. If you find yourself still being charged twice for your subscription, which has regrettably happened in a small handful of cases, please let me know as soon as possible and we will refund you immediately. Any other queries about your subscription please email this address (info@money-makers.co). For any queries to do with the...
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I am inviting readers to send me questions and will be answering selected ones from time to time. While I cannot give individual investment advice, or specific buy or sell recommendations, I am happy to give my honest assessment of macro issues and specific trust or sectors, where I have something of value to say. Here is the first such question.
Q: What are the general implications for the funds held by an investment company if it is bought by private equity? Is there a prevailing sense of what the future holds? As an example I am thinking of RESI and GRID and the offer to buy Gresham Ho...
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