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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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...
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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 in the third quarter of 2024.
Reg Hoare Not as good as it promised Following the UK General Election and in light of the first UK interest rate cut, Q3 promised much, but rather like the British summer weather, it failed to deliver and subsequ...
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