Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Paul ffolkes Davis, chairman of Rising Sun Management, investment advisor to Nippon Active Value Fund (NAVF), and Ian Lance, co-manager of the Temple Bar Investment Trust (TMPL). Section Timestamps: 0:00:57 - This week's guests 0:01:45 - The markets this week 0:03:30 - Results and announcements with Stuart Watson 0:10:16 - Q&A with Paul ffolkes Davis 0:11:18 - The investment approach 0:14:24 - Company reactions 0:17:06 - Japanese MBOs 0:18:40 - Benefits to the trust 0:21:36 - The impact of a newspaper article 0:26:44 - Corporate governance and the pace of change 0:28:07 - Risks 0:30:58 - Returning shares to a premium 0:33:24 - The Japanese market 0:36:47 - Q&A with Ian Lance 0:37:15 - Management style and performance so far 0:38:20 - Experience in 2022 0:40:22 - Performance so far in 2023 0:41:22 - What it means to be a value investor 0:44:11 - Oil, mi