71 episodes

In-depth discussion with some of the top professional investors in the UK

Money Makers Jonathan Davis

    • Business
    • 4.9 • 17 Ratings

In-depth discussion with some of the top professional investors in the UK

    Talking Trusts: Weekly Review with Simon Elliott (24 October 2020)

    Talking Trusts: Weekly Review with Simon Elliott (24 October 2020)

    Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

    Trusts mentioned (with tickers) include: Aberdeen Diversified Income and Growth (AIG), Baring Emerging Europe (BEE), Gabelli Value Plus+ (GVP), J.P.Morgan European Growth/Income (JETG/JETI), Triple Point Social Housing (SOHO), Mercantile (MRC), Aberdeen New Thai (ANW), Blackrock Greater Europe (BRGE), Jupiter US Smaller Companies (JUS), Schroder Japan Growth (SJG), Golden Prospect Precious Metals (GPM), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), Empiric Student Property (ESP), Alliance Trust (ATST), Baillie Gifford Japan (BGFD), Odyssean (OIT) and Pacific Horizon (PHI).

    Also included is an explanation of how tender offers work.

    You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

    Produced by Ben Gamblin

    • 52 min
    Talking Trusts: Weekly Review with Simon Elliott (17 October 2020)

    Talking Trusts: Weekly Review with Simon Elliott (17 October 2020)

    Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

    Trusts discussed this week include: Baillie Gifford China Growth Trust (BGCG), Fidelity China Special Situations (FCSS), J.P.Morgan China Growth and Income (JCGI), Murray Income (MUT), Perpetual Income and Growth (PLI), Premier Global Infrastructure (PGIT), Gresham House Energy Storage (GRID), SDCL Energy Efficiency Income (SEIT), Triple Point Energy Efficiency Infrastructure (TEEC), Invesco Perpetual UK Smaller Companies (IPU), J.P.Morgan Smaller Companies Investment Trust (JMI), Jupiter UK Growth (JUKG), Fidelity Asian Values (FAS), Aberdeen Standard Asia Focus (AAS), Tritax Big Box REIT (BBOX), GCP infrastructure (GCP), Gabelli Value Plus+ (GVP), Hipgnosis Songs Fund (SONG) and Round Hill Music Royalty Fund.

    You can find more information, including relevant disclosures, at www.money-makers.co.

    Produced by Ben Gamblin

    • 44 min
    Talking Trusts: Weekly Review with Simon Elliott (10 October 2020)

    Talking Trusts: Weekly Review with Simon Elliott (10 October 2020)

    Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

    Trusts discussed include two current IPOs (Tellworth British Opportunities and Home REIT), Jupiter US Smaller Companies (JUS), Baring Emerging Europe (BEE), Gabelli Value Plus + (GVP), Perpetual Income and Growth (PLI), Merian Chrysalis (MERI), Supermarket Income REIT (SUPR), Aquila EuropeanRenewables (AERS/AERI), Baillie Gifford Japan (BGFD), Genesis Emerging Markets (GSS), Pacific Assets (PAC), TR European Growth (TRG), ICG Enterprise (ICGT), J.P.Morgan Multi-Asset (MATE), PRS REIT (PRSR) and Target Healthcare REIT (THRL); plus the latest market and share price movements over the week.

    You can find more information, including relevant disclosures, at www.money-makers.co.

    Producer: Ben Gamblin

    • 41 min
    Talking Trusts: Weekly Review with Simon Elliott (03 October 2020)

    Talking Trusts: Weekly Review with Simon Elliott (03 October 2020)

    In the latest edition of our weekly investment trust podcast Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, discuss in order:

    Pacific Assets (PAC), Strategic Equity Capital (SEC), Troy Income and Growth (TIGT), Witan Pacific (BGCG), Greencoat UK Wind (UKW), Jupiter UK Growth (JUKG), Merian Chrysalis (MERI), Merchants (MRCH), Henderson Eurotrust (HNE), Ashoka India Equity (AIE), India Capital Growth (IGC), J.P.Morgan Emerging Markets (JMG), Pacific Horizon (PHI), Aberdeen Standard European Logistics (ASLI), BMO Commercial Property Trust (BCPY), BMO Real Estate Investments (BREI), Schroder European Real Estate (SERE), Triple Point Social Housing REIT (SOHO) and UK Public Private (SUPP), formerly Woodford Patient Capital, and Manchester and London (MNL).

    We also discuss the five trusts currently looking to raise money through Initial Public Offerings.

    You can find more information, including relevant disclosures, at www.money-makers.co.

    Producer: Ben Gamblin.

    • 49 min
    Talking Trusts: Weekly Review with Simon Elliott (26 September 2020)

    Talking Trusts: Weekly Review with Simon Elliott (26 September 2020)

    Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

    Trusts mentioned include: Temple Bar (TMPL), Hipgnosis (SONG), Urban Logistics REIT (SHED), Murray Income (MUT), Baillie Gifford Shin Nippon (BGS), European Opportunities (JEO), Bluefield Solar (BSF), J.P.Morgan Growth and Income (JGGI), Standard Life Property Income(SLI), UK Commercial Property (UKCM), Menhaden (MHN), and The Schiehallion Fund (MNTN).

    You can find more information, including relevant disclosures, at www.money-makers.co.

    Producer: Ben Gamblin.

    • 45 min
    Talking Trusts: Weekly Review with Simon Elliott (19 September 2020)

    Talking Trusts: Weekly Review with Simon Elliott (19 September 2020)

    Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

    Trusts mentioned this week (with tickers) include: Securities Trust of Scotland (STS), Merian Chrysalis (MERI), North American Smaller Companies (NAS), AVI Japan Opportunity (AJOT), Martin Currie Global Portfolio (MNP), Witan Pacific (WPC), Hgcapital (HGT), Octopus Renewables Infrastructure (ORIT), Greencoat Renewables (GRP), Aquila European Renewables (AERS/AERI), US Solar (USF) and Gabelli Value Plus + (GVP).

    You can find more information, including relevant disclosures, at www.money-makers.co.

    Producer: Ben Gamblin.

    • 30 min

Customer Reviews

4.9 out of 5
17 Ratings

17 Ratings

m i l e s d e e p ,

Brilliant

Long-time listener of Davis’ work. I often find myself listening back to interviews he did with fund managers from years ago; the rationales given for certain positions are insightful and could very well be used as a framework with which to view a contemporary and ever changing political and economic landscape in regard to one’s own investing. While other podcasts in the field tend to be rather contrived and their hosts somewhat mannered, Davis offers a wealth of insight and access with authority and charm. A pleasant and insightful podcast, easily one of my favourites.

Rich7211££ ,

Great content very rewarding

Presenters know their stuff. Delivered in an accessible style. Unmissable for anyone interested in Investment Trusts (you should be)

Top Podcasts In Business

Listeners Also Subscribed To