Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week The subject of this week's podcast is three specialist biotech trusts: International Biotechnology (IBT), The Biotech Growth Trust (BIOG) and RTW Biotech Opportunities (RTW). Ailsa Craig (IBT), Geoffrey Hsu (BIOG) and Woody Stileman (RTW) together make a convincing (to me at least) argument...
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UPDATE: SSIT has seen its share price soar since this profile was published due to excitement over the SpaceX IPO and large valuation gains at some of its major holdings, most noticeably ICEYE. After returning to a premium to NAV, SSIT raised £137m in a C Share issue in May 2026, planning to make partial conversions into ordinary shares on a quarterly basis, starting in late 2026.
Seraphim Space (ticker: SSIT) was launched in July 2021. It aims to hold 20-30 growth-stage companies in the UK, US and Europe that are involved in the space sector, and looks to generate a long-term return of 20% ...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week's podcast features another of my regular catch-ups with Andrew McHattie, editor of the Investments Trusts newsletter. This time, we focus solely on recent trust news from, among others, International Biotechnology (IBT), RTW Biotech Opportunities (RTW), Golden Prospect Precious Me...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week For the podcast this week, we published my conversation with Ben Rogoff, the always stimulating manager of Polar Capital Technology (PCT). The shares were up again nicely this week and have just gone past the 325p threshold I mentioned last week. If that holds or the share price advances in t...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week I recorded two episodes of the podcast this week. The first was with Mark Boggett, the CEO of Seraphim Space, which manages the Seraphim Space Investment Trust (SSIT). That is being released this weekend. The second is with Ben Rogoff, the manager of Polar Capital Technology (PCT). That will b...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new 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 - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week On the podcast this week I have another regular catch-up on recent trust news with Andrew McHattie, the editor of the Investment Trusts newsletter. We are also publishing a transcript of my conversation with Peter Spiller, the long-serving manager of Capital Gearing Trus...
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