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 On the podcast this week I talk first to Richard Staveley, the manager of Rockwood Strategic (RKW), the best-performing trust in the UK small-cap sector, though one that specialises in riskier small caps at the bottom of the market capitalisation scale. It is...
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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, first, a conversation with Nick Train, the popular and respected manager of Finsbury Growth and Income (FGT), reflecting on the challenges posed by four years of relative underperformance. The trust today has what is surely the...
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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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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 recorded an hourlong conversation with Boaz Weinstein, the CIO of Saba Capital, to explore the reasoning behind his campaign to oust directors at seven investment trusts, replace their whole boards with his own nominees, offer liquidity to a propo...
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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 Boaz Weinstein's webinar this week in which he explained his plans for the seven trusts where Saba Capital has requisitioned meetings to oust their boards of directors was unlike anything we have witnessed in the sector in my lifetime. It was an hour and a qu...
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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 We are going to hear a lot more about Saba Capital before the seven meetings it has requisitioned come round, starting on 22 January with the Herald (HRI) meeting. After my video review of Saba Capital's plans shortly before Christmas, I called in two differe...
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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 Instead of a normal audio podcast, a couple of days before Christmas I published a video review of Saba Capital's plans to take down the boards of seven trusts through requisitioned votes. This story will continue to dominate the headlines for the next month or so as the board...
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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 the podcast features Gavin Lumsden, the investment trusts editor at Citywire, who recently announced his intention to step down after nearly 25 years. We discuss how the world of investment trusts has changed over that time and reflect on some of the highlights of th...
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