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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I am inviting readers to send me questions and will be answering selected ones from time to time. While I cannot give individual investment advice, or specific buy or sell recommendations, I am happy to give my honest assessment of macro issues and specific trust or sectors, where I have something of value to say. Here is the first such question.
Q: What are the general implications for the funds held by an investment company if it is bought by private equity? Is there a prevailing sense of what the future holds? As an example I am thinking of RESI and GRID and the offer to buy Gresham Ho...
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