On the podcast this week On this week's podcast, I talk first to Richard Hulf, co-founder and managing partner of HydrogenOne Capital, which manages HydrogenOne Capital Growth (HGEN). This specialist vehicle came to market in July 2021 and has experienced both the highs and lows of recent investment trust experience, rising to a premium on launch before falling to a disappointing 50% discount, despite making decent operational progress. We discuss why anyone might think about investing in hydrogen, how and whether the trust can grow without the current ability to issue new equity, recent NAV a...
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On the podcast this week On this week's podcast, I discuss the latest market movements and the main headlines from the latest news from the investment trust sector in one of my regular reviews with Andrew McHattie, the editor of the Investment Trusts newsletter. While there have been a dozen or so trusts reporting results, this episode is a little shorter than normal (for which some of you may say "thank goodness"!). If you are being starved of content this might be a good time to remind you that we now have an index of all the guests who have appeared on the podcast since its launch more tha...
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This is the sixth in a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the well resourced investment trust research company, and represents the author's opinions, not ours. The big picture environment will be important in validating or not these suggestions.
Revisting the small cap sector It’s been a mixed bag for UK equities in 2022, writes David Kimberley of Kepler Intelligence. At the top end of the market cap spectrum, the FTSE 100 has held up well, largely because ...
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Jonathan Davis This is the fifth in a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the well resourced investment trust research company, and represents the author's opinions, not ours. The big picture environment will be important in validating or not these suggestions.
Two alternatives for August After spending most of 2022 getting shellacked, growth stocks have enjoyed something of a summer rally. Since mid-June, the MSCI World Index has risen by close to 9%. Its v...
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