Jonathan Davis A reminder that our content is now being published as it is produced, with a single summary email, barring technical glitches, on Sunday mornings. This week's profile features the specialist property trust LXI REIT. My Q and A is with Simon Edelsten, lead manager of the Mid Wynd investment trust, which follows a global thematic approach. Simon started his career working for the legendary fund manager Nils Taube before joining Artemis and taking over the management of Mid Wynd in 2014.
Markets and trust performance This week saw the latest hefty annual review from the brokers N...
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Jonathan Davis The markets are quiet so it is a good time to catch up on some reading and wider research. The notebook therefore is in diary format this week, highlighting a small sample of the things that caught my eye. Stuart Watson has added an interesting profile of Montanaro European Smaller Companies. The Q and A this week is with Alex O'Cinneide, CEO of the investment firm that manages Gore Street Energy Storage, one of two trusts that have recently raised big sums from investors to support their entry into this important sub-sector of the energy transition theme. (Disclosure: I recentl...
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