Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week on the podcast, I talk to Emma Bird, the head of investment trust research at Winterfloods. We discuss the general health of the sector, recent flow data and some of the recent news coming out from those names that have survived the cull of the last three years. Trusts mentioned inclu...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week on the podcast, I talk to Georgina Brittain, the long-serving manager of J.P.Morgan UK Small Cap Growth and Income (JUGI), about recent developments in her still unloved UK equity sector. As the steady departure of companies to overseas and private buyers continues, what does she hope...
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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 - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week The podcast this week features the best-performing UK Equity Income trust, the quaintly named 135-year-old Law Debenture Corporation (LWDB). I talk to Denis Jackson, CEO of the company, who manages its professional services business, and Laura Foll, co-manager with James Henderson of the equity portfolio ...
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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 looks back on the performance of his holdings in the second quarter of 2024.
Reg Hoare A much better second quarter After unpromising beginnings to 2024, Q2 turned out to be a much better quarter for performance across the market, bringing a smile to most investors and rescuing the ...
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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, ...
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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...
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