On the podcast this week On this week's podcast, I talk to James Carthew, director of research at Quoted Data, and Craig Baker, chair of the investment committee at Alliance Trust (ATST). The latter has just reported some excellent annual results and appears to be making a strong comeback from the travails that raised questions about its viability a few years ago before the business was streamlined and repurposed around a single general equity trust. Its relatively low cost, "best ideas" multi-manager stock picking approach is distinctive in the investment trust universe and offers a genuine ...
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On the podcast this week On this week's podcast, the 200th edition, I enjoy a three-way conversation with my original co-host Simon Elliott and Mark Dampier, the onetime head of research at Hargreaves Lansdown, the UK's largest private investor platform. He has retired from HL, but has plenty of experience as a non-executive director of three investment trusts, including currently Invesco Select. We discuss the rollercoaster ride that investment trusts have experienced since our first edition on in April 2020 and look ahead to the challenges that the sector faces today. (That first podcast inc...
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On the podcast this week On this week's podcast, I talk to a first time guest, Sachin Saggar, one of the investment trust analysts at Stifel, about the specialist areas he covers, which include renewables, infrastructure and shipping. Following that I make a return call to Ben Conway, the head of fund management at Hawksmoor Investment Management, about the state of play on cost disclosure following the industry campaign in which he has played a prominent part. We discuss two other issues - liquidity and industry consolidation, where he argues that all-share mergers will do little to tackle p...
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On the podcast this week On this week's podcast, I have one of my regular catch-ups on all the latest news in the investment trust sector with Andrew McHattie, the editor of the Investment Trusts newsletter. Because of a late scheduling change the final part of the podcast, a conversation with Laura Foll, co-manager with James Henderson of three UK investment trusts, will only now happen on Monday, and we will publish that the following day. A reminder that Simon Elliott, my original podcast co-host, will be making a second comeback appearance in two weeks time to mark our 200th episode and to...
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On the podcast this week On this week's podcast, I talk to Dan Higgins, recently appointed as the lead manager of Majedie Investments (MAJE), the family-backed global trust, which is seeking to attract new shareholders for the differentiated "liquid endowment" strategy which it adopted a year ago, and Prashant Khemka, manager of Ashoka India (AIE), the runaway best performer of the trusts which are capitalising on the strong recent performance of the Indian stock market. Looking ahead, I have tempted Simon Elliott, my original podcast co-host, to come back in a couple of weeks on the occasion ...
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Subscriptions update The new system has, I believe, now normalised, but a reminder that if you have any queries about your subscription please email this address (info@money-makers.co). For any queries to do with the content please feel free to contact me directly via editormm124@gmail.com. If you have been in contact and I have not replied yet, the backlog is shrinking. I am grateful for all the kind words that subscribers have offered about the new weekly email. On the podcast this week On this week's podcast, I talk to Matt Hose, alternatives analyst at the broker/investment bank Jeffries ...
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Subscriptions update I believe (hope) that we are now genuinely close to having sorted out all the residual issues arising from the upgrade of our subscription system. If you have been affected, thanks for your patience and tolerance while we have rectified the situation. If you find yourself still being charged twice for your subscription, which has regrettably happened in a small handful of cases, please let me know as soon as possible and we will refund you immediately. Any other queries about your subscription please email this address (info@money-makers.co). For any queries to do with the...
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Still boring but important My confidence that our new subscription system would work seamlessly and without bugs has sadly proved to be short-lived. We are finding that a small number of subscribers have temporarily lost access to their accounts and others have not received this new weekly email. In a very small number of cases subscribers are somehow being charged twice for their subscription, which is obviously unacceptable. Anyone who has been charged twice by Paypal will of course be promptly refunded in full. The main issue appears to be that Paypal and the subscription system are not se...
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Boring but important The first thing to say this week is in the "boring but important" category and concerns subscription housekeeping. We have finally completed the upgrade of our subscription system with the aim of ironing out some of the bugs which have annoyingly affected a small minority of subscribers to our premium service and I hope - fingers crossed - that these will now not be repeated, but as anyone who has attempted reboots of a website will know, it will not be a total surprise if there aren't a lingering glitch or two. If you are having trouble with an aspect of your subscripti...
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This is the fifth in our new regular weekly feature, an email to subscribers that summarises both our latest thoughts and all the regular bonus features you will find as a premium subscriber to the Money Makers Circle. Thank you again for the positive feedback, but do feel free to continue sending your thoughts (to editormm124@gmail.com). This week's email is again abbreviated because of the lingering holiday period. New features that will be added week by week over the coming weeks include lists of my favourite funds, sector and individual trust performance notes and videos, interesting reads...
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