Money Makers

Weekly Investment Trust Podcast with Jonathan Davis (10 Sep 2022)


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Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Alastair Laing, co-manager of Capital Gearing Trust. Jonathan also spoke to Steven Tredget of Oakley Capital Investments; their discussion will be released as a bonus podcast.
Trusts mentioned this week (with tickers) include: SDCL Energy Efficiency Trust (SEIT), LXI REIT (LXI), Abrdn New Dawn (ABD), Trian Investors One (TI1), Triple Point Social Housing (SOHO), Abrdn UK Smaller Companies Growth Trust (AUSC), Abrdn Smaller Companies Income Trust (ASCI), BlackRock Latin America (BRLA), Rockwood Strategic (RKW), AVI Japan Opportunity Trust (AJOT), Castelnau Group (CGL), Vietnam Enterprise Investments (VEIL), International Public Partnerships (INPP), Thomaslloyd Energy Impact Trust (TLEI).
Section Timestamps:
00:07 - Introduction
02:46 - Money Makers Circle
03:32 - Noteable results this week
04:51 - A discussion with Alastair Laing
41:16 - Summary of results
50:00 - Looking back to 1952
52:39 - Close
If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.
As well as the regular features this week, the Circle features a profile of 3i Private Equity (III).
For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 120 podcasts since launch.
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.
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