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, we have two episodes of the podcast. One is an authoritative discussion of the current state of the investment trust industry with Peter Spiller, co-manager of Capital Gearing Trust (CGT), who I think has earned the right to be called the Grand Old Man of the investment trust worl...
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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 in the podcast, I talk to Stephen Tredget, a partner at Oakley Capital, the private equity firm, about the latest results and outlook from its investment trust, Oakley Capital Investments (OCI). OCI is a very different animal from HgCapital Trust (HGT), whose chairman Jim Strang wa...
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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 - This week's biggest movers - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, Peter Hewitt, the recently retired fund manager, and I discuss the latest developments in the investment trust sector, looking at discount movements over the course of 2025, the prospects of further consolidation in the industry, the importance of yields and probable fut...
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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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