Jonathan Davis As noted last week, our content is now being published as it is produced, with a single summary email on Saturday afternoon and a second catch up and reminder on Mondays. After Simon Barnard, the manager of Smithson, this week, I have a number of interesting Q and As coming up over the next few weeks, so please stay tuned.
On my radar I have mentioned Odyssean Investment Trust (ticker: OIT) several times as a trust I like. I shall be doing a catch up Q and A for subscribers with Stuart Widdowson, the manager, next month, but at the moment I have been digging a bit further into ...
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Jonathan Davis The first thing is to wish all the members of the circle a Happy New Year and to thank you for supporting this Money Makers venture in its first year. I really had no clear idea of how this was going to develop when I started, only that I wanted an opportunity to share with like-minded investors some of the information and insights that I am privileged to enjoy myself as a long serving participant in the financial markets, with a particular focus on investment trusts, the connoisseur's choice of investment fund. With the help of my colleagues Stuart and Ben I am hoping to grow ...
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Jonathan Davis I wasn't expecting to write anything this week but could not refrain from a couple of short comments. The only other subscriber content this week is the regular trusts and data page. The podcast this week features an interview with David Lough, the author of wonderful book about Winston's Churchill's way with money - a cautionary tale if ever there was one. A reminder that Money Makers now also has its own Twitter feed - link here. Seasons greetings to everyone; may your investment trusts never lose value!
Year one in retrospect Simon Elliott and I will be looking back at the...
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Jonathan Davis Stuart Watson's fund profile this week looks in depth at Worldwide Healthcare. My notes look back over the first year of the Money Makers circle and highlight what might be coming next. This week saw the publication of the latest annual edition of the Investment Trusts Handbook, the fifth in the series. and has got off to a good start, with more than 1,000 copies of the e-book being downloaded in the first three days. Money Makers now also has its own Twitter feed - link here. My latest Q and A is with BioPharma Credit, a specialist trust that lends money to life sciences compa...
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Jonathan Davis Stuart Watson's fund profile this weekend looked in depth at Mid Wynd, the global equity trust which has been managed by Simon Edelsten and his colleagues at Artemis since 2014 and is a longstanding favourite of mine. My notes cover the Unicorn AIM VCT and one or other two items that have caught my eye this week. As we come up to the first anniversary of the Money Makers circle, Money Makers now also has its own Twitter feed - link here.
Keeping an eye on AIM The news that Interactive Investor, the platform for retail investors, is to be acquired by Aberdeen Asset Management is...
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Jonathan Davis Stuart Watson's fund profile this weekend looks in depth at HICL Infrastructure, one of the earliest infrastructure funds to join the investment trust sector. My notes cover the Omicron virus and the first of an occasional series called On My Radar, in which I highlight a trust that looks interesting at current valuations (but please note the disclaimers). As we come up to the first anniversary of the Money Makers circle, Money Makers now also has its own Twitter feed - link here.
More on the markets' covid scare Last week I noted the sharp one day fall on Friday in the equity...
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