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 Some high-profile trusts are the subject of discussion in the latest podcast, which features Tom Treanor and Charlotte Cuthbertson, co-managers of MIGO Opportunities (MIGO), the special situations trust formerly managed by Nick Greenwood until his retirement. Since management of the trust was ta...
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UPDATE: Nick Greenwood retired in 2025, with Tom Treanor joining Cuthbertson on the trust's management team. MIGO has since adopted a higher conviction approach with a more concentrated portfolio, lowered its basic management fee, and introduced a performance fee.
MIGO Opportunities (ticker: MIGO) was launched in 2004 and it invests in other closed-ended UK companies with a particular emphasis on those with wide discounts that have a catalyst to help them rerate. Nick Greenwood, a regular guest on the Money Makers podcast, has managed the trust since its IPO and Charlotte Cuthbertson has work...
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Jonathan Davis My notes include some further thoughts on current market conditions and a short Q and A with Nick Greenwood, manager of the MIGO Opportunities trust. Following on last week's profile of the Herald investment trust, this week's offering from Stuart will be a profile of the Mobius investment trust, which has been posting some good numbers since it launched, well ahead of its larger rivals.
A good week for equities The sharp rise in stock prices and bond yields, accompanied by a flattening of the yield curve, over the last two weeks can be interpreted in many ways. The lessons to ...
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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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For premium subscribers we periodically do interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. This one is with Nick Greenwood, the manager of the Miton Global Opportunities Trust, another fund of investment trusts, though very different in its strategy to Peter Hewitt's BMO trust that we featured a couple of weeks ago. Its aim is to find special situations in the investment trust world, where the share price for any number of reasons may not reflect a trust's potential value. This mostly means looking for tr...
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