31st December 2020

Why Scottish Mortgage has prospered

Prof John Kay, a long serving non-executive director, explains

In a special edition of the Money Makers weekly investment trust podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to the distinguished academic and author John Kay about his experience as a non-executive director of Scottish Mortgage and the role that investment trusts can play in an individual investor’s portfolio. Prof Kay also discusses the lessons he has learnt overseeing the investment activities of St John’s College, Oxford for many years and the conclusions of two of his recent books, The Long and the Short of It, a primer for individual investors, and Radical Uncertainty, which he co-wrote with the former Governor of the Bank of England Lord (Mervyn) Ling of Lothbury.

This is the final investment trust podcast of 2020. The free weekly podcasts with Simon Elliott, head of investment trust research at Winterflood Securities, will resume on January 9th. Thank you to everyone who has supported us since we started these podcasts last April. The New Year will also see the launch of the Money Makers circle, a membership club for those interested in delving further into investment trusts and the behaviour of markets. You can find out more about this by following this link. A Happy New Year meanwhile to all our listeners.

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 the weekly series.  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. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.

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Jonathan Davis

Jonathan Davis

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

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.

BGPS Profile Square 2020 (750px)

Ben Gamblin

Ben Gamblin is the producer of the weekly Money Makers investment trust podcast and has many years of experience in radio and podcast production. This is a link to his professional website.

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