Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Colm Walsh, co-manager of the ICG Enterprise Trust (ICGT), and Emma Bird, head of investment trust research and specialist property analyst at Winterflood Securities. Please note that due to holidays, the next podcast will be released later than normal, but it can be expected by Monday 21 August 2023. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:01:26 - This week's guests 0:02:06 - Review of the week 0:04:53 - Corporate news and announcements 0:12:33 - Summary of results 0:15:51 - Money Makers Circle 0:16:48 - Q&A with Colm Walsh 0:16:56 - Are wide discounts about to turn? 0:18:28 - Putting shareholder interests first 0:19:19 - Mid-market private equity 0:21:27 - Why large discounts exist 0:24:02 - Fees in private equity 0:25:51 - Consequences of sharp interest rate rises 0:30:41