Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week The latest episode of the podcast features my regular discussion of investment trust news with Andrew McHattie, the editor of the Investment Trusts newsletter. Trusts we discuss include Pantheon International (PIN), F&C (FCIT), Scottish Mortgage (SMT), Bluefield Solar (BSIF), Picto...
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Tetragon Financial Group (TFG) is one of the oddities of the investment trust sector. Set up by the founders of a hedge fund called Polygon, it went public on Euronext in 2007 at $10 per share, listing on the London market in 2015, and introducing a separate sterling quote in 2018. Originally an investor in debt instruments called CLOs, its business model has evolved to focus on investments in private equity firms and the funds they manage, plus direct private investments and listed equities. Governance is a key concern here as management controls the trust's 10 voting shares, and all its list...
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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 calendar year 2024.
Reg Hoare A year of two halves It felt like a struggle to be honest – but in the end my SIPP’s 2024 return of 12.8% was pretty respectable, and it outperformed both the FTSE100 and FTSE All-Share indices. The portfolio...
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