Money Makers

181: Weekly Investment Trusts Podcast - with Gaurav Narain and John Baron (21 Oct 2023)

Informações:

Sinopsis

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Gaurav Narain, investment advisor at India Capital Growth Trust (IGC) and John Baron, columnist for the Investors' Chronicle. Jonathan attended this year's AIC Investment Trust Showcase and had the opportunity to speak to a number of fund managers. A bonus podcast will be released next week featuring a number of these short chats. Make sure you're subscribed to be alerted when that is released! We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:44 - Review of the week 02:41 - This week's guest 03:51 - News and announcements 17:45 - Summary of results 18:52 - Money Makers Circle 19:36 - A nice story 20:48 - Q&A with Gaurav Narain 21:28 - The macro picture for India 28:46 - The trust's strategy and portfolio 34:58 - The outlook for the trust 40:12 - Q&A with John Baron 41:02 - Advice to priva