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 reviews the performance of his holdings as we move into the second half of 2026.
Reg Hoare H1 performance and attribution It has been notable in recent weeks that investment companies reporting results for the period ended 31 March 2026 have been ruing the unfortunate timing of ha...
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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 This week's podcast features another of my regular catch-ups with Andrew McHattie, editor of the Investments Trusts newsletter. This time, we focus solely on recent trust news from, among others, International Biotechnology (IBT), RTW Biotech Opportunities (RTW), Golden Prospect Precious Me...
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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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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 This week we have issued two more episodes of the podcast. In the first, I discussed the outlook for tax-efficient investments such as VCTs and EIS with Nick Hyatt from The Wealth Club, a specialist UK broker for tax-efficient investments, and Robert Whitby-Smith, a partner of Albion Capital, one of the ...
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