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 calendar year 2024.
Reg Hoare A year of two halves It felt like a struggle to be honest – but in the end my SIPP’s 2024 return of 12.8% was pretty respectable, and it outperformed both the FTSE100 and FTSE All-Share indices. The portfolio...
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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 - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week the podcast features Gavin Lumsden, the investment trusts editor at Citywire, who recently announced his intention to step down after nearly 25 years. We discuss how the world of investment trusts has changed over that time and reflect on some of the highlights of th...
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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), we recently added a set of content links, just below this paragraph, that can take you quickly to the different sections of the email. We have reordered them slightly in response to reader feedback. - On the podcast this week- Latest trust profile- Trust news over the past week- Recent issuance and buybacks- Thoughts on the news- This week's biggest movers- Good reads- Videos and performance review- Appe...
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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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Subscriptions update The new system has, I believe, now normalised, but a reminder that if you have any queries about your subscription please email this address (info@money-makers.co). For any queries to do with the content please feel free to contact me directly via editormm124@gmail.com. If you have been in contact and I have not replied yet, the backlog is shrinking. I am grateful for all the kind words that subscribers have offered about the new weekly email. On the podcast this week On this week's podcast, I talk to Matt Hose, alternatives analyst at the broker/investment bank Jeffries ...
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Subscriptions update I believe (hope) that we are now genuinely close to having sorted out all the residual issues arising from the upgrade of our subscription system. If you have been affected, thanks for your patience and tolerance while we have rectified the situation. If you find yourself still being charged twice for your subscription, which has regrettably happened in a small handful of cases, please let me know as soon as possible and we will refund you immediately. Any other queries about your subscription please email this address (info@money-makers.co). For any queries to do with the...
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