Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Paul ffolkes Davis, chairman of Rising Sun Management, the investment advisor to the Nippon Active Value Fund (NAVF), and Max King, the market and investment trust commentator and former Investec fund manager. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - This week's guests 0:01:31 - Review of the week 0:04:38 - Summary of results 0:05:39 - Corporate news and announcements 0:06:08 - Money Makers Circle 0:06:48 - Q&A with Paul ffolkes Davis 0:06:59 - Looking back at the last year 0:08:43 - Rolling over of AJGF and AJIT 0:14:11 - Reflecting on the IPO 0:17:26 - Availability of potential partners 0:18:33 - The strategy 0:25:41 - The value of the yen 0:27:58 - Gearing 0:29:13 - Prospects for the year ahead 0:33:18 - Q&A with Max King 0:33