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 On the podcast this week, I turn from the general to the specific with a 45-minute conversation with Steven Marshall, the founder, chairman, and managing partner of Cordiant Digital, the manager of Cordiant Digital Infrastructure (CORD), a trust that I like and hope succeeds. T...
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JPMorgan Claverhouse (JCH) was set up in 1963 and is a UK Equity Income trust with a market capitalisation of about £500m. Its dividend yield is 4.0%, a little higher than the sector average, and it sits in eighth position in the AIC's Dividend Heroes list with a 53-year record of increasing its payout. JCH is managed by the team of Anthony Lynch, Katen Patel, and Callum Abbot. Lynch and Patel were appointed in July 2024, while Abbot has been involved since 2018. JCH aims to hold between 60 and 80 companies and benchmarks itself against the FTSE All-Share with various weighting restrictions on...
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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 We have put out two episodes of the podcast this week, both featuring UK equity trusts, though two very different ones. The first was with Richard Staveley, manager of Rockwood Strategic (RKW). a strongly performing specialist small-cap trust operating in the lower reaches of the market, and...
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