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 - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week Our two latest episodes feature Jonathan Brachle, co-manager of J.P.Morgan US Smaller Companies (JUSC), talking about the prospects for smaller US companies, and a news and announcement round-up call with Peter Hewitt, the experienced manager of CT Global Managed Portfolio (CMPG and CMPI).
La...
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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 - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week For the podcast this week, we published my conversation with Ben Rogoff, the always stimulating manager of Polar Capital Technology (PCT). The shares were up again nicely this week and have just gone past the 325p threshold I mentioned last week. If that holds or the share price advances in t...
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JPMorgan US Smaller Companies (JUSC) was launched as an international small-cap trust in 1982 before switching to focus on US micro-caps in April 1998 and then both US micro and small-caps from 2008 onwards. Although it underperformed its benchmark in both 2023 and 2024, its longer-term record is respectable, with an NAV return of 10% a year versus 9% a year for its benchmark, the Russell 2000. The portfolio consists of 70-100 companies considered as 'best ideas', with most holdings falling in a market cap range from £1bn to £10bn. A small dividend has been paid since 2017, but the trust typic...
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