11th July 2020

Half year performance review

Jonathan Davis and Simon Elliott of Winterflood Securities review the week

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and all the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned (with tickers) include: Gore Steet Energy Storage (GSF), Hipgnosis (SONG), Invesco Asia (IAT), Atlantis Japan Growth (AJG), Nippon Active Value (NAVF), Aberdeen Emerging Markets (AEMC), Shires Income (SHRS), 24 Income Fund (TFIF), Henderson European Focus (HEFT), J.P.Morgan European Smaller Companies  (JESC), European Opportunities (JEO), Tritax Big Box (BBOX), Impact Healthcare (IHR), Urban Logistics (SHED) and Gabelli Value Plus + (GVP). Topics include: half year review, outcome of placings, Asian trusts, Q2 property updates and sector rationalization. You can find more information, including relevant disclosures, at www.money-makers.co.


These podcasts are part of a new series of regular interviews with leading figures in the investment world, brought to you by the Money Makers team. We are an independent research and publishing venture committed to providing high quality investment information and resources. You can sign up here to be notified about the latest podcasts in our new weekly series, which are currently free to air. Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. Disclosures about the trusts for which Winterflood Securities act as corporate broker and the editor’s personal holdings of investment trusts can be found here.

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Jonathan Davis

Jonathan Davis

Editor, Money Makers

Jonathan Davis started  his career as a financial journalist on The Times, Sunday Telegraph and The Independent before qualifying as a professional investor. He is a Member of The Chartered Institute for Securities and Investment and the author of several books on stock market investment, as well as editor of the annual Investment Trusts Handbook and a senior adviser at Saunderson House.

Simon Elliott winterflood edited v2

Simon Elliott

Head of investment trust research, Winterflood Securities

Simon Elliott has covered the investment trust sector since 2002 when he joined Winterflood Securities. Since 2008 he has headed the research team, which has been highly rated in subsequent Extel Surveys. Simon started his career with PWC, qualifying as a chartered accountant in 1998, before working in industry for three years. He completed a MBA with the Cranfield School of Management in 2002.

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