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 - Investment Trusts Handbook - Appendices
What's new this week The podcast this week features another of my monthly chats with Andrew McHattie, editor of the Investment Trusts newsletter, about some of the more interesting news announcements of the last couple of weeks. Trusts we discuss include Warehouse REIT (WHR), arbdn European Logistics Income (ASLI), Polar Capita...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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 This week, I talk to the chairman of a trust that has delivered very little in the way of performance over the last few years, but has still recently passed a continuation vote with great ease. How so? The trust in question is Impax Environmental Markets (IEM), an £800 million market cap trust...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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 came back from holiday in time this week to record a lengthy conversation with Alex Wright, the respected manager of Fidelity Special Values (FSV), who has put together a highly impressive track record since taking the reins of this trust in 2012, outperforming the All-Share index by an aver...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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 There is no podcast episode this week, as I am still away on holiday. Our most recent podcast episode features listener-favourite Marcus Phayre-Mudge, the long-serving manager of TR Property (TRY), in which we discussed the slow return to favour of the commercial property sector, and reviewed ...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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 Nick Brind, co-manager of Polar Capital Global Financials (PCFT), one of the leading beneficiaries of a higher interest rate world, now approaching its five-yearly tender at the end of June, and Chris Clothier, co-Chief Investment Officer of CG Asset Man...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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 episodes feature Jonathan Brachle, co-manager of J.P.Morgan US Smaller Companies (JUSC), talking about the prospects for smaller US companies, and a news and announcement round-up call with Peter Hewitt, the experienced manager of CT Global Managed Portfolio (CMPG and CMPI).
La...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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 episodes are a regular round-up with Andrew McHattie, editor of the Investment Trusts newsletter, covering a slew of interesting recent announcements from the investment trust sector, and a catch-up conversation with Craig Baker, lead manager of Alliance Witan (ALW), the global ...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
© 2026 Money Makers