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 - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week we have put out two episodes of the podcast. In the first, as trailed last week, I continue my series of regular news review episodes with Andrew McHattie, manager of the Investment Trusts newsletter. In the second I talk at length to Richard Shepherd-Cross, the manager and founder of Custodian ...
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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 - This week's biggest movers - Video reviews - Appendices
On the podcast this week In the latest editions of the Money Makers podcast, I am joined first by George Ensor, the manager of River UK Micro Cap (RMMC), the specialist vehicle that does what it says on the tin (invest in the very smallest UK-listed companies) but offers a redemption opportunity to shareholders whenever its net a...
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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 - This week's biggest movers - Video reviews - Appendices
On the podcast this week In the latest editions of the Money Makers podcast, I am joined first by Ben Conway, head of fund management at Hawksmoor Investment Management, and Nick Greenwood, co-manager of MIGO Opportunities (MIGO), to talk mostly about the Treasury's decision to drop the cost disclosure rules that have so pre-occu...
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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 - This week's biggest movers - Video reviews - Appendices
On the podcast this week On the podcast this week I have a detailed discussion about the global equity sector with two experienced investors, Simon Edelsten, the recently retired manager of MidWynd International (MWY), and Anthony Leatham, head of investment trust research at the brokers Peel Hunt. What kind of investors should b...
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Consolidation = profit opportunity?
The trend towards consolidation in the investment trust sector is accelerating, as the latest spate of announcements from unloved or too small to survive trusts indicates. A useful note from Winterflood Securities this week highlights a number of other trusts that may be vulnerable to this trend. Using a series of filters, including limited liquidity, underperformance and persistent discounts, the brokers come up with a list of nine equity and five alternative asset trusts that they think could rightly be regarded as "sub-scale" and which boards might deci...
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