After the Diverse Income Trust profile which appeared this week, Stuart's next will be looking at BH Macro, the one hedge fund that has ever made it into my personal portfolio. This week, in addition to our regular weekly summaries of company announcements and movements in share prices, we are adding a new feature, a look ahead to forthcoming dividend payments and ex-div dates. Keeping track of your dividends is likely to be increasingly important as we move forward from here.
Down she goes It was a pleasure to have Max King on the podcast this week, sounding an upbeat note about the likely...
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I am back from my holiday break but there is no in-depth fund profile this week as Stuart is now also away. His next profile, of the Diverse Income Trust, will appear this coming week. However there are plenty of recent profiles you may have missed, so do double check the back catalogue. Our weekly summaries of company announcements and movements in share prices, NAVs and discounts are posted as usual again this week. You can also read the latest thoughts on discounts from the Kepler Intelligence team.
The narrative and the price There were plenty of good reasons, both fundamental and techn...
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