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 - Market watch - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, while we wait to see the consequences of the ceasefire in the Middle East, I take the opportunity to make a few comments on the current status of the investment trust sector, after what's been a very torrid six years since we produced the first episo...
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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 reviews the performance of his holdings over the third quarter of 2025.
Reg Hoare Onwards and upwards Q3 2025 was another decent quarter for my SIPP portfolio, with a 6% rise. For the year to date, the SIPP is now 14.4% ahead, a very satisfactory outcome, albeit this almost exactly...
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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, I discuss the rollercoaster ride that Cordiant Digital Infrastructure (CORD) has experienced since its IPO in 2021 with its co-founder and managing partner, Steven Marshall. The trust has made a promising recovery after slumping to a massive discount last year. We talk ...
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Odyssean Investment Trust (ticker: OIT) was launched in 2018 to invest in UK smaller companies with a target market cap range of £150m to £750m. It holds a concentrated portfolio, usually between 15 and 20 companies and with 80% or more in its largest ten positions. OIT is one of a small group of trusts that employ a 'private equity' approach, often taking a seat on a company's board and holding a notifiable stake, looking to dispose of a business unit or exiting via a takeover. OIT is part of the Harwood Capital stable and is run by Odyssean Capital, which was set up by Stuart Widdowson, Ed W...
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Contents As the content of the weekly email continues to expand (and we aspire to offer you the most comprehensive range of independent information for anyone interested in investment trusts), from this week we have added a set of content links, just below this paragraph, that can take you quickly to the different sections of the email. We will be adding yet further new content to the email over the next few weeks and while it should still be very straightforward to scroll through in one go, you might find it helpful to be able to skip from one part to the other directly. Feedback is welcome, ...
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On the podcast this week This week's podcast features a three-way conversation with two of our most popular speakers, Nick Greenwood, manager of MIGO Opportunities (MIGO), the special situations trust investor whose management contract recently migrated from Premier Miton to Asset Value Investors, and Ben Conway, the impressive young head of fund management at Hawksmoor Fund Management, best known for his prominent role in helping to co-ordinate and publicise the campaign to end the regulatory cost disclosure discrimination investment trusts struggle with. Our conversation ranges widely acros...
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This is the fifth in our new regular weekly feature, an email to subscribers that summarises both our latest thoughts and all the regular bonus features you will find as a premium subscriber to the Money Makers Circle. Thank you again for the positive feedback, but do feel free to continue sending your thoughts (to editormm124@gmail.com). This week's email is again abbreviated because of the lingering holiday period. New features that will be added week by week over the coming weeks include lists of my favourite funds, sector and individual trust performance notes and videos, interesting reads...
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