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 - This week's biggest movers - Good reads - Video reviews - Appendices
On the podcast this week The podcast this week features an extended conversation with the chairmen of Alliance Trust (ATST) and Witan (WTAN), which last month announced their intention to merge to create a near £5bn market cap global equity trust. Shareholders in Witan will be offered a cash exit at NAV minus 2.5%, up to a maximu...
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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 - Videos and performance reviews - This week's biggest movers - Good reads - Appendices
On the podcast this week On the podcast this week, happily untroubled by the global computer outage, I discuss some of the latest news from the investment trust universe with Andrew McHattie, editor of the Investment Trusts newsletter. Trusts we cover include Polar Capital Technology (PCT), 3i Group (III), Chrys...
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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 - Videos and performance reviews - This week's biggest movers - Good reads - Appendices
On the podcast this week On the podcast this week I dive into the commercial property market with rainmaker Andrew Jones, the CEO of Londonmetric, the listed REIT which has scooped up two investment trusts in the past year, first CT Property (CTPT) and then the much larger LXI REIT (LXI). He has plenty to say abo...
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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 - This week's biggest movers - Good reads - Videos and performance review - Appendices
On the podcast this week With the election concluding, as expected, with a large majority for Labour, despite an only modest increase in its vote, at this stage there is not much to discuss beyond what we said last week until we see more evidence of how the new government is going to puts its plans into action. Th...
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Contents As the content of the weekly email continues to expand (and we aspire to offer you the most comprehensive range of independent information for anyone interested in investment trusts), we recently added a set of content links, just below this paragraph, that can take you quickly to the different sections of the email. We have reordered them slightly in response to reader feedback. - On the podcast this week- Latest trust profile- Trust news over the past week- Recent issuance and buybacks- Thoughts on the news- This week's biggest movers- Good reads- Videos and performance review- Appe...
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Contents As the content of the weekly email continues to expand (and we aspire to offer you the most comprehensive range of independent information for anyone interested in investment trusts), from this week we have added a set of content links, just below this paragraph, that can take you quickly to the different sections of the email. We will be adding yet further new content to the email over the next few weeks and while it should still be very straightforward to scroll through in one go, you might find it helpful to be able to skip from one part to the other directly. Feedback is welcome, ...
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Contents As the content of the weekly email continues to expand (and we aspire to offer you the most comprehensive range of independent information for anyone interested in investment trusts), from this week we have added a set of content links, just below this paragraph, that can take you quickly to the different sections of the email. We will be adding yet further new content to the email over the next few weeks and while it should still be very straightforward to scroll through in one go, you might find it helpful to be able to skip from one part to the other directly. Feedback is welcome, ...
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On the podcast this week This week's podcast features a three-way conversation with two of our most popular speakers, Nick Greenwood, manager of MIGO Opportunities (MIGO), the special situations trust investor whose management contract recently migrated from Premier Miton to Asset Value Investors, and Ben Conway, the impressive young head of fund management at Hawksmoor Fund Management, best known for his prominent role in helping to co-ordinate and publicise the campaign to end the regulatory cost disclosure discrimination investment trusts struggle with. Our conversation ranges widely acros...
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On the podcast this week This week's podcast is a shorter than usual 30-minute episode, the result of both our producer Ben and I taking a few days off. Nonetheless, I trust that you will find plenty of interest in my conversation with Jim Strang, the chairman of HG Capital (HGT) and a prominent and experienced figure in the European private equity industry, being an adviser to two of the larger private equity firms, Bain and CVC, and for good measure an adjunct professor at the London Business School, where he leads courses on private equity for a range of students. We discuss the challenges ...
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On the podcast this week On this week's podcast, with a UK general election now suddenly upon us, I discuss that and specific investment trust issues with two regular guests, Charlie Morris, the CEO of Bytetree Research, an independent investment research firm, and Andrew McHattie, editor of the Investment Trusts newsletter. Apart from politics, we cover the global macro outlook and the latest news from the investment trust sector, including this week's updates from Scottish Mortgage (SMT), Asia Dragon (DGN), HICL Infrastructure (HICL), Capital Gearing Trust (CGT), Chrysalis (CHRY) and two o...
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