Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to James de Uphaugh, lead manager of the Edinburgh Investment Trust (EDIN), and Stuart Widdowson, manager of the Odyssean Investment Trust (OIT). Section Timestamps: 0:00:29 - This week's guests 0:01:35 - The markets this week 0:03:03 - Money Makers Circle 0:03:47 - News and announcements 0:08:03 - Annual results 0:16:46 - Interim results 0:20:21 - Q&A with James de Uphaugh 0:20:56 - Taking on the Edinburgh Investment Trust 0:22:47 - Immediate reactions and changes due to the then-developing pandemic 0:25:24 - Factors influencing good performance to date 0:27:34 - The gearing strategy 0:30:16 - Advantages of managing an investment trust 0:32:15 - The UK market performance 0:34:38 - Investment style 0:37:36 - What is the trust's "special sauce"? 0:39:46 - Portfolio weightings and changes 0:45:11 - The discount and ambitions for the trust 0:46:56 - The UK as a pl