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 On the podcast this week, there are two episodes. In the first, I talk about commercial property in depth with Marcus Phayre-Mudge, the long-serving manager of TR Property (TRY), a trust that invests in the shares of other property funds. In the second, I discuss recent news from the s...
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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 Our latest podcast episode features listener-favourite Marcus Phayre-Mudge, the long-serving manager of TR Property (TRY), in which we discuss the slow return to favour of the commercial property sector, and review the latest results and consolidation news from the trusts that have survived th...
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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 Our two latest podcast episodes feature Jim Mellon, the millionaire investor and philanthropist, explaining why he is buying investment trusts today and what he makes of the global markets in the Trump era, and another round-up call with Andrew McHattie, editor of the Investment Trusts newslet...
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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/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week The podcast this week features a conversation with Alan Gauld, manager of Patria Private Equity (PPET), which in en earlier recent existence was known as Aberdeen Private Equity. It is one of a number of episodes that I recorded before leaving on holiday last...
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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/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week This week I have recorded several episodes that will be released over the next few days, when I will be away on a short holiday somewhere sunny. The first features an intriguing conversation with Jonathan Simpson-Dent, the chairman of Edinburgh Worldwide (EWI...
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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/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week There is a minor break in the regular weekly appearance of the podcast, thanks to some unanticipated changes to the schedule. Ben Rogoff, the manager of Polar Capital Technology (PCT), recently elevated to the FTSE 100 index, the sixth investment trust to do ...
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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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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 - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week's episode features one of my most popular guests, in the form of a return appearance from Marcus Phayre-Mudge, the manager of TR Property (TRY). We discuss whether the commercial property business has finally turned the corner after a torrid few years and if the wave...
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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 in the third quarter of 2024.
Reg Hoare Not as good as it promised Following the UK General Election and in light of the first UK interest rate cut, Q3 promised much, but rather like the British summer weather, it failed to deliver and subsequ...
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On the podcast this week On this week's podcast, after the usual brief summary of market movements and the main headlines from the latest news from the investment trust sector, I speak first to Paul ffolkes Davis, chairman of Rising Sun Management, the investment adviser to Nippon Active Value (NAVF), the Japanese activist trust which has been going from strength to strength since its IPO in February 2020, taking over two of its peers, issuing more shares and currently having the distinction of being one of just a dozen trusts in the whole universe to be trading at a premium. After that, I s...
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