Money Makers

211: Weekly Investment Trusts Podcast - with Sandy Nairn, Alan Bartlett, Richard Watts (18 May 2024)

Informações:

Sinopsis

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 Sandy Nairn, chief investment officer and at Global Opportunities Trust (GOT), alongside Alan Bartlett from specialist advisory firm Goodhart Partners; and Richard Watts, a co-manager of Chrysalis Investments Ltd (CHRY). 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 - Review of the week 0:02:46 - Summary of results 0:03:52 - Corporate news and announcements 0:06:04 - This week's guests 0:07:55 - Money Makers Circle 0:08:37 - Q&A with Sandy Nairn and Alan Bartlett 0:09:09 - The situation with the market sell-off 0:12:15 - The shape of the portfolio 0:14:54 - The type of investor interested in the Trust 0:20:37 - Portfolio differences to other trusts 0:24:27 - Volunteer Park Capital Fund 0:28:40 - Portfolio performance 0:37:51 - Mispriced vol