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 in the podcast, it is the turn of another seasoned and well-respected professional investor to offer his thoughts on recent developments, including the Budget, the markets, the trust sector and his own trust's performance. That investor is Joe Bauernfreund, manager of AVI Global (A...
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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 On the podcast this week, I talk to Jim Strang, the experienced chairman of HgCapital (HGT), one of the very best long-term performers in the investment trust sector, about the current state of the private equity industry and the outlook for HGT following a period of what, by its standards, ...
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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 On the podcast this week, I review the latest news from the sector with Andrew McHattie, editor of the Investment Trusts newsletter. It has been another busy week of results and corporate activity, with mergers, management changes, rollovers, and Saba targets all in the headlines. Trusts dis...
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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 - This week's biggest movers - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I am joined by Andrew McHattie, editor of the Investment Trusts newsletter, to discuss several recent announcements from the trust sector. Names include Third Point Offshore Investors (TPOU), Fidelity Japan (FJV), AVI Japan Opportunities (AJOT), Bellevue Healthcare (BBH...
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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 discuss the market reaction to the Federal Reserve's 0.5% interest rate cut and look ahead to the US election and the outlook for global markets with Craig Baker, the lead manager of Alliance Trust (ATST) and Duncan MacInnes, manager of Ruffer (RICA). It is a chance to look at t...
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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 another of my regular discussions of recent news announcements from the investment trust sector with Andrew McHattie, editor of the Investment Trusts newsletter, and then discuss with Chris Clothier, co-CIO of CG Asset Management, the manager of Capital Gearing (CGT), his v...
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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 talk to James Carthew, director of research at Quoted Data, and Craig Baker, chair of the investment committee at Alliance Trust (ATST). The latter has just reported some excellent annual results and appears to be making a strong comeback from the travails that raised questions about its viability a few years ago before the business was streamlined and repurposed around a single general equity trust. Its relatively low cost, "best ideas" multi-manager stock picking approach is distinctive in the investment trust universe and offers a genuine ...
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On the podcast this week On this week's podcast, the 200th edition, I enjoy a three-way conversation with my original co-host Simon Elliott and Mark Dampier, the onetime head of research at Hargreaves Lansdown, the UK's largest private investor platform. He has retired from HL, but has plenty of experience as a non-executive director of three investment trusts, including currently Invesco Select. We discuss the rollercoaster ride that investment trusts have experienced since our first edition on in April 2020 and look ahead to the challenges that the sector faces today. (That first podcast inc...
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