Money Makers

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Marcus Phayre-Mudge, manager of TR Property (TRY). This discussion was recorded on 06 December 2024. Section Timestamps: 0:00:24 - Introduction 0:00:39 - Recent results for TR Property 0:05:20 - Valuations 0:10:21 - M&A and corporate activity 0:27:40 - A short break 0:28:36 - Sustainability of discounts 0:33:28 - Physical exposure of TR Property 0:39:42 - The trust’s dividend 0:42:56 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Ci