This week's profile features Round Hill Music Royalty (ticker: RHM), one of the two music royalty funds that have joined the London market since 2018. The Q and A is with Hamish Baillie, the manager of the Ruffer Investment Company (ticker: RICA). I will follow up these general notes on the impact of the Russian invasion of Ukraine with a market video.
Ukraine and beyond This has been the week in which the world woke up to the full horror of the Russian invasion of Ukraine and the gravity of the humanitarian and the heightened geopolitical threat which Putin's Russia now poses. The sight of...
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This week's profile features the family-controlled Canadian General Investments trust, which has a strong 30-year track record, despite being low profile and trading at a significant discount. The Q and A this week is with Stuart Widdowson, the manager of the Odyssean investment trust (ticker: OIT), a UK smaller company vehicle which I like and have mentioned a number of times before. The notes offer some early thoughts on the potential impact of the Russian invasion of Ukraine.
Ukraine and beyond The news that broke on Thursday morning that Russia had launched a full scale invasion of U...
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