Shows
JohnBaronPortfolios.co.ukNorth American Income Trust (NAIT)NAIT, now managed by Janus Henderson since August 2024, is designed to offer investors a disciplined portfolio that blends income and growth within the North American market. Led by Fran Radano, the trust differentiates itself by seeking high-quality, dividend-paying companies, rather than simply following high-growth trends like the Magnificent Seven. With a focus on sustainable earnings, capital discipline, and valuation awareness, the trust maintains a portfolio trading at a lower multiple than the S&P 500, with underlying dividend yields of 2–3.25% and annual dividend growth of around 7%. Following the move to Janus Henderson, the trust has rebalanced towards stronger earnings and di...2025-05-1233 minJohnBaronPortfolios.co.ukThe Two JohnsWelcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.In this episode, the two Johns turn their attention to the US and the fallout from President Trump’s ‘Liberation Day’ – events that support our decision to be underweight US equities, and which suggest...2025-05-0556 minJohnBaronPortfolios.co.ukCQS Natural Resources Growth & Income (CYN) / Golden Prospect Precious Metals (GPM)CYN and GPM are investment trusts managed by New City Investment Management, which specialise in naturalresources and precious metals. CYN offers diversified exposure to global mining, energy, and commodity markets, including base metals, gold, and shipping, aiming to generate high yields and long-term capital growth. GPM, on the other hand, is a more focused trust dedicated to the precious metals sector, primarily investing in mid-sized gold and silver mining companies. Both trusts leverage New City’s expertise in commodities and macroeconomic trends to provide investors with access to inflation-resistant and high-growth assets in resource-driven industries.In this ep...2025-04-2444 minJohnBaronPortfolios.co.ukVietnam Enterprise Investment Trust (VEIL)Holding almost £1.5bn of assets, VEIL is the largest of three major trusts focusing exclusively on Vietnam, with a mandate of seeking long-term capital growth by investing in companies primarily operating in Vietnam. The company’s largest sector weightings are towards telecoms, technology, and financials. In this interview, Dominic Scriven OBE, Chairman and Founder of Dragon Capital, the asset manager behind VEIL, explains to us why he believes Vietnam generates so much interest among Western investors, including its demographic, cultural and geographic strengths, and a government focused on continuous reform and becoming a high-income country by 2045; the reg...2025-04-1540 minJohnBaronPortfolios.co.ukThe Two Johns Episode 5: Light at the end of the ChunnelWelcome to The Two Johns, the investment trust podcastbrought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.In this episode, they head to the Continent to explain why after a long period of economic stagnation now could be the time to buy into Europe’s unloved markets, they go back to ba...2025-04-0751 minJohnBaronPortfolios.co.ukTemple Bar Investment Trust (TMPL)Co-managed by Ian Lance alongside Nick Purves, TMPL is a prominent UK equity income fund best known for its value-investing approach. Focused on income and long-term growth, it targets investments in undervalued areas such as financials, energy, and turnaround situations, which has helped it deliver returns far in excess of the UK investment company average, including a 19% return in 2024, more than double the 9.5% return from the FTSE All Share. The company can invest up to 30% of its portfolio overseas but is currently weighted more to the UK given the managers’ belief in the value its markets offer. In...2025-04-0130 minJohnBaronPortfolios.co.ukAbrdn New India Investment Trust (ANII)ANII is a single-county investment company focused on India's equity market. It aims for long-term capital growth by targeting high-quality companies with strong fundamentals, leveraging a bottom-up investment approach to identify ‘compounders’ — businesses capable of delivering consistent outperformance over time. India’s robust macroeconomic reforms, favourable demographic trends, and structural economic growth are central to ANII's investment thesis, and it takes a conviction approach to play this, running a portfolio of 40-42 companies spanning financial services, healthcare, and consumer markets.In this interview, John Hughman chats to James Thom, Senior Investment Director at Abrdn and co-manager of ANII. They discuss India’s...2025-03-1432 minJohnBaronPortfolios.co.ukThe Two JohnsWelcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.In this episode, they discuss why small companies could be about to stage a long-overdue fightback, the inconvenient market truth behind the research of leading finance academic Hendrik Bessembinder, and the...2025-03-0752 minJohnBaronPortfolios.co.ukUrban Logistics REIT (SHED)SHED is a real estate investment trust specializing in last-mile logistics used in supply chain fulfilment. The company focuses on ‘mid-box’ properties (20,000–200,000 square feet) near urban areas and key transport hubs. Since its IPO in 2016, Urban Logistics has grown its portfolio to 134 properties worth £1.2 billion, with a strategy centred on active asset management, value creation, and low-risk financing.In this podcast we speak to CFO/COO Jamie Waldegrave and CIO Justin Upton about how the company’s laser focus on last mile logistics property has helped it build its unique portfolio and reduce its cost of capital; how it pu...2025-02-2534 minJohnBaronPortfolios.co.ukBankers Investment Trust (BNKR)BNKR is a FTSE 250-listed investment company focused on delivering long-term capital growth in excess of its FTSE World Index benchmark and inflation-beating income growth to its shareholders. Established in 1888, it invests in a diversified portfolio of global equities aiming to tap into global trends in GDP growth, in particular the rapid growth on offer in Asia. That’s translated into a 57-year record of raising dividends, with a dividend paid every year since inception.
In this interview we speak to lead manager Alex Crooke
about the importance of the three Us (“Unloved, under-owned and undervalued”) to the co...2025-02-1130 minJohnBaronPortfolios.co.ukThe Two JohnsWelcome to The Two Johns, the new investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.
In our third episode, we delve into the high-stakes world of activist investing, focusing on Saba Capital’s bold moves within the UK investment trust sector; then, in our ‘Investment Insi...2025-01-2443 minJohnBaronPortfolios.co.ukSchroder Japan Trust (SJG)SJG is an investment company whose aim is to deliver capital growth in excess of the Tokyo Stock Exchange’s First Section Total Return index, an objective it’s consistently delivered on over the last decade. The company runs a high-conviction portfolio of around 60 stocks across a range of sectors, taking a value-led, bottom-up approach to stock selection within thematic areas it’s identified as likely benefit from trends within the Japanese economy and beyond. The company recently announced an enhanced dividend policy with an aim of paying out 4% of NAV in each financial year.
In this podcas...2025-01-2330 minJohnBaronPortfolios.co.ukThe Two JohnsWelcome to The Two Johns, the new investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.
In this second episode, we’re exploring the sometimes-complex world of capital preservation trusts and their diversification credentials; then, in our ‘Investment Insight’ session, examining why the principle “Time in the mark...2025-01-1337 minJohnBaronPortfolios.co.ukBrunner Investment Trust (BUT)Established nearly a century ago, BUT is a long-standing, family-oriented investment company founded by Sir John Brunner, who reinvested the proceeds from selling his soda ash business to form the company. Primarily designed as a vehicle for wealth preservation across generations, the Brunner family retains a significant 28% stake in it. With assets exceeding £600 million, the trust has consistently grown its dividends for over 50 years. Managed with a global focus, its benchmark is 70% FTSE All-World and 30% FTSE All-Share, positioning it as a diversified global trust with a strong UK component.
In the interview, Julian Bishop describes Brunner’s fle...2025-01-0341 minJohnBaronPortfolios.co.ukThe Two JohnsWelcome to The Two Johns, the new investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.
In our first episode, we'll be setting the scene about the thinking behind the website's portfolios and how they can help private investors achieve their financial goals; asking why Investment...2024-12-2038 minJohnBaronPortfolios.co.ukHenderson High Income (HHI)HHI is an investment company that aims to provide high income and capital growth by investing primarily in UK equities and fixed interest assets. Managed by Janus Henderson Investors, the company focuses on companies that offer strong dividend yields, sustainable earnings, and potential for long-term growth. It diversifies its portfolio across various sectors, blending larger, well-established companies with smaller, higher-growth ones.
In this interview, manager David Smith tells John Hughman how the company has delivered 11 consecutive years of income growth; the rationale behind the recent merger of Henderson Diversified Income into Henderson High Income, and the benefits...2024-12-1634 minJohnBaronPortfolios.co.ukMerchants Trust (MRCH)MRCH is a long-established investment company that
has been providing dependable income and long-term capital growth for its shareholders since 1889. Managed by Allianz Global Investors, the company runs a diversified portfolio of high-quality, predominantly UK-listed companies with strong balance sheets and consistent dividend histories. Its primary objective is to deliver a rising income to investors alongside potential capital appreciation – and with 42 consecutive years of dividend increases under its belt, the company is one of the AIC’s Dividend Heroes.
In this interview we speak to Simon Gergel, manager of the Merchants Investment Trust and head of UK equi...2024-12-1634 minJohnBaronPortfolios.co.ukEuropean Opportunities Trust (EOT)Established in 1996, EOT is a European focused investment company which looks for what it describes as ‘special’ growth companies that are expected to experience higher than average earnings growth. The managers take a conviction approach, running a portfolio of between 25 and 35 positions.
In this interview we speak to Chief Investment Officer Alexander Darwall about the company’s investment philosophy, emphasizing a long-term approach that focuses on identifying special companies with sustainable competitive advantages (citing examples like Novo Nordisk and Darktrace); the importance of patience and not panicking during market highs or lows; the challenges posed by macroeconomic factor...2024-12-0331 minJohnBaronPortfolios.co.ukRTW Biotech Opportunities (RTW)RTW is a listed investment company focused on advancing medical innovation in order to transform patients' lives. Established in October 2019, it has become the second-largest biotech fund in London after acquiring investment company peer Arix Bioscience at the start of 2024. The company's objective is long-term capital appreciation by forming, building, and supporting world-class biotech, biopharma, and med-tech companies.
In this interview, John Hughman speaks to Woody Stileman, Managing Director of Business Development at RTW Investments, manager of RTW, about its data-driven approach in identifying underappreciated investment opportunities across various modalities and therapeutic areas; its ‘full lifecycle’ strategy that...2024-12-0234 minJohnBaronPortfolios.co.ukHydrogenOne Capital Growth (HGEN)HGEN is an investment company that aims to deliver capital growth by investing in hydrogen-focused assets while integrating ESG principles. The diversified portfolio includes clean hydrogen supply, large-scale energy storage, carbon capture, hydrogen distribution, electrolysers, fuel cells, and hydrogen applications in transport, power generation, and heat. Investments are divided into Private Hydrogen Assets, mainly non-controlling equity positions held medium to long-term, and Listed Hydrogen Assets, primarily long-term equity securities.
In this interview, John Hughman speaks to the company’s co-founder Richard Hulf about the evolution and potential of hydrogen investments from hype to reality; the transition from tr...2024-12-0135 minJohnBaronPortfolios.co.ukSchroder AsiaPacific Fund (SDP)SDP offers investors exposure to Asian equities (ex-Japan), targeting long-term growth. The fund, managed by Richard Sennitt and Abbas Barkhordar, employs a bottom-up, stock-picking approach, focusing on quality companies that can sustainably generate returns above their cost of capital. This strategy has enabled the fund to outperform the MSCI All Country Asia excluding Japan Index and other developed market indices since its inception in 1995. The trust holds around 60 companies diversified across various countries and sectors.
In this interview, John Hughman speaks to Abbas
Barkhordar, co-manager of the company, about its investment strategy and regional opportunities. Abbas explains...2024-10-0938 minJohnBaronPortfolios.co.ukOakley Capital Investments (OCI)OCI is a private equity investment trust managed by Oakley Capital. The trust aims to deliver long-term capital appreciation by investing in middle-market companies across Western Europe, focusing on sectors such as technology, consumer, and education. Known for its hands-on investment approach, Oakley Capital Investments partners with dynamic, high-growth businesses, often supporting them with strategic guidance and operational improvements.
In this interview we speak to Oakley Capital partner Steven Tredget about how the company’s founder led approach is a key advantage in finding deals at attractive valuations; the key megatrends it targets including the digitisation of co...2024-10-0936 minJohnBaronPortfolios.co.ukHenderson Smaller Companies (HSL)HSL focuses on achieving long-term capital growth by investing predominantly in UK smaller companies. Established in 1887, the trust aims to outperform the Numis Smaller Companies Index (excluding Investment Companies). Its diversified portfolio includes a wide range of sectors, targeting companies with robust growth potential. The trust has delivered consistent performance, often exceeding its benchmark, driven by a disciplined investment approach and strong stock selection, and despite its growth mandate was awarded the AIC’s Dividend Hero status after delivering 20 years of uninterrupted dividend growth.
In this interview we speak to manager Neil Hermon about HSL’s bottom-up rese...2024-10-0930 minJohnBaronPortfolios.co.ukJPMorgan Global Core Real Assets (JARA)JARA
is an investment company whose aim is to provide shareholders with stable
income and capital appreciation from a globally diversified portfolio of core
real assets. These include a mixture of real estate assets and infrastructure
such as transport and energy, held via equity and predominately debt
investments. The company sits within the AIC’s Flexible Investment sector.
In this interview we speak to manager Philip Waller about JARA's role as a
diversified, foundational allocation in investor portfolios, emphasizing
stability, predictability, and income generation; the strategic asset
allocation process, global diversification, and the management of the trust to...2024-10-0928 minJohnBaronPortfolios.co.ukHarbourVest Global Private Equity (HVPE)HVPE is a FTSE 250-listed investment company offering investors exposure to a portfolio of private companies, in effect opening access to what has been an opaque and difficult to access asset class. It offers exposure to more than 1000 private companies on a global basis across a range of sectors and asset types, with 30% of its portfolio in venture and growth equity. Its aim is to provide steady annual NAV returns, with 10-year net NAV growth of 14%, far outstripping the 5% CAGR offered by the FTSE All World index.
In this interview we talk to manager Richard Hickman about...2024-10-0931 minJohnBaronPortfolios.co.ukMurray International Trust (MYI)MYI is a high-conviction portfolio that invests principally across global equity markets
with the option to introduce fixed income instruments. Its aim is to deliver an
above average dividend yield alongside dividend and capital growth ahead of
inflation. The near 120-year-old trust is run by a trio of managers, Bruce
Stout, Martin Connaghan and Samantha Fitzpatrick, with Mr Stout set to retire
this summer.
In this
interview we talk to co-manager Samantha Fitzpatrick about the impact of
inflation on the trust’s ability to deliver on its income growth objective; the
advantages of the company’s free rangi...2024-10-0934 minJohnBaronPortfolios.co.ukCity of London (CTY)Launched in 1891, CTY is one of London’s oldest investment companies, with a track record of 57 consecutive years of dividend increases, the longest of any company. The company aims to deliver both income and long-term capital growth by investing in a portfolio of mostly UK equities but with the ability to hold a fifth of the portfolio in overseas stocks. The company has been managed by Job Curtis since 1991.
In this interview we speak to Mr Curtis about the experience he’s gained through managing the company through various market cycles; the impact of the recent shift in t...2024-10-0935 minJohnBaronPortfolios.co.ukSchroder Income Growth (SCF)SCF seeks to deliver income
growth ahead of inflation by way of rising dividends, as well as capital growth – an objective it has achieved for 28 consecutive years. The company invests across the UK market cap and growth/value spectrum.
In this interview we speak to manager Sue Noffke, who has been lead-manager since 2011, about how the company has changed tack through the recent inflation spike; how its flexible size and style mandate has helped it navigate recent challenges; the outlook for key holdings including Shell, AstraZeneca and GSK; and what the UK market needs to do to ov...2024-10-0934 minJohnBaronPortfolios.co.ukLife Science REIT (LABS)LABS is a real estate investment trust focused on delivering strong total returns from a portfolio of properties leased to tenants operating in the UK life science sector. The company buys and develops properties specifically in the so-called Golden Triangle of Oxford, Cambridge, and King’s Cross in London - the beating heart of the UK’s world-leading life science industries.
In this interview we speak to manager Simon Farnsworth about the advantages of having a specialist focus in real estate; how the specific demands of life science tenants create greater opportunity to unlock value through asset mana...2024-10-0829 minJohnBaronPortfolios.co.ukHenderson Far East Income (HFEL)HFEL is an investment company that seeks to deliver a growing dividend for its shareholders along with capital growth from a portfolio of around 60 companies across the Asia Pacific region. The company targets high and sustainable dividends from companies in the region’s more mature markets such as Australia and South Korea, and those in its faster growing economies that have a higher potential for dividend growth, including India and Indonesia.
In this interview John speaks with manager Sat Duhra – who co-manages the company alongside Mike Kerley, until the latter shortly retires – about how the trust has naviga...2024-10-0831 minJohnBaronPortfolios.co.ukEdinburgh Investment Trust (EDIN)EDIN appears on the Podcast page for the second time to coincide with a change of the company’s management this month. Retiring lead portfolio manager James de Uphaugh will be succeeded by Imran Sattar, currently deputy portfolio manager, while long-standing Liontrust fund manager Emily Barnard will become deputy portfolio manager.
In this interview John speaks with Imran Sattar and Liontrust Head of Investment Companies James Mowat about how the robust processes employed to manage the trust brings continuity alongside the change of managers; how the company’s flexible mandate and focus on stock selection has allowed it t...2024-10-0830 minJohnBaronPortfolios.co.ukAurora Investment Trust (ARR)ARR is an investment company that follows a value-led, high-conviction approach, typically holding between 12 and 20 investments. The company employs a deep research process to identify businesses that can deliver high returns on capital, often looking to out-of-favour areas of the market to find attractively valued shares.
In this interview John Hughman speaks to Gary Channon, founder and chief investment offer of Aurora’s manager Phoenix Asset Management Partners, about how his ‘Buffett epiphany’ led him to establish the company and influenced its investment philosophy; the importance of company management, and why meeting management only ever comes at the en...2024-10-0838 minJohnBaronPortfolios.co.ukOctopus Renewable Infrastructure Trust (ORIT)ORIT is an ‘impact’ investment company that aims to deliver capital growth and income to its investors by investing in a technologically and geographically diversified portfolio of renewable energy assets across the UK, Europe, and Australia. As a leading exponent of the transition to net zero, ORIT is held within the website’s Green and Green ISA portfolios.
In this interview John Hughman speaks with investment director David Bird about why diversification is so important for investors in renewable energy; how the company balances income generation and capital growth by investing across a spectrum of development, construction, and op...2024-10-0832 minJohnBaronPortfolios.co.ukMobius Investment Trust (MMIT)MMIT is an investment company that offers a high conviction portfolio of 20-30 smaller companies across emerging and frontier markets. Managed by seasoned emerging market investors Mark Mobius and Carlos Hardenberg, the company actively seeks to differentiate itself from broader emerging market benchmarks, with a heavy weighting towards high technology and healthcare businesses.
In this interview we speak to Carlos Hardenberg about why the company’s strategy is to target profitable and innovative mid-cap companies in emerging markets; the deep investigative process behind stock selection, which includes screening for quality factors, economic moats, and entrepreneurial management; why bo...2024-10-0829 minJohnBaronPortfolios.co.ukCQS Natural Resources Growth & Income Fund (CYN)CYN is an investment company focused on the natural resources sector, with the aim of providing investors with both capital and income growth through both equity and fixed income investments in mining and energy companies. The trust is co-managed by Ian ‘Franco’ Francis, Keith Watson and Robert Crayfourd and has delivered a NAV return of more than 600% since its launch in August 2003.
In this interview we speak to Robert Crayfourd and Keith Watson about why the resource investor currently sees more opportunity in the energy sector than mining; how it’s managing the energy transition, both through invest...2024-10-0835 minJohnBaronPortfolios.co.ukSchroder UK Mid Cap_final.mp3SCP is an investment company focused on the UK's mid cap index, the FTSE 250. The company takes a high conviction approach, holding around 50 companies that it believes have the potential to grow into market leaders.
In this interview John Hughman speaks with the company's lead manager Jean Roche about how good stock selection has kept the trust's performance in step with the S&P 500 over the long-term on a total return basis; the importance of dividends and dividend growth to the trust's strong track record; why she's more bullish about the UK economy and market - and...2024-10-0843 minJohnBaronPortfolios.co.ukAshoka WhiteOak Emerging Markets (AWEM)When it floated in May 2023, AWEM became the first investment company to join the London market in 17 months. The company’s aim is to generate long-term capital growth by investing in securities that provide exposure to global emerging markets (EM), including companies on Western exchanges with EM exposure.
In this interview we spoke to Prashant Khemka, founder of WhiteOak and manager of AWEM and sister company Ashoka India Equity (AIE) about overcoming the challenges faced in bringing the trust to market; the comparative growth attractions of emerging markets when compared to Western counterparts; the company’s rigorous valu...2024-10-0835 minJohnBaronPortfolios.co.ukMurray International Trust (MYI)MYI is a diversified investment company with a globally unconstrained remit, and a target of delivering long-term total returns from capital growth and income above inflation. The 116-year-old investment company has been managed by Bruce Stout since 2004, with the addition of Martin Connaghan and Samantha Fitzpatrick in 2019.
In this interview with co-manager Samantha Fitzpatrick we discuss how the company has navigated the recent challenging inflation and interest backdrop, alongside the looming threat of recession; the process behind investing in the highest quality businesses and the importance of dividend growth and balance sheet strength in stock selection; how...2024-10-0826 minJohnBaronPortfolios.co.ukTriple Point Energy Transition (TENT)TENT invests in a variety of renewable infrastructure assets that support the transition to a lower-carbon, more efficient energy system. It targets predominantly UK assets and seeks to generate an attractive, long-term income stream with a positive impact for its shareholders, with over 90% of its income is contracted under long-term agreements.
In this interview with lead manager Jonathan Hick, we discuss how its diversification across five technologies and focus on contracted revenue streams helps it deliver stable risk-adjusted returns to its investors; the huge opportunity in helping companies manage the transition to Net Zero on the ground...2024-10-0832 minJohnBaronPortfolios.co.ukCVC Income and Growth (CVCG)CVCG is an investment company focused on European corporate debt, through senior secured loans and sub-investment grade credit. The company’s primary focus is to generate income, but its team of analysts are also well-positioned to deliver capital growth by investing in bonds trading below par. That’s helped it deliver a NAV return of over 70% in its ten-year history, comfortably ahead of the AIC’s Debt – Loans and Bonds sector benchmark.
In this podcast, John Hughman speaks with portfolio manager Pieter Staelens about how the trust has navigated the recent dramatic shift in the inte...2024-10-0828 minJohnBaronPortfolios.co.ukUtilico Emerging Markets Trust (UEM)UEM is an investment company dedicated to equity investments in infrastructure, utility, and related sectors in the emerging markets. Supported by a team of specialist industry analysts, the company has been managed by Charles Jillings since it was established in 2011 and has beaten the global emerging markets benchmark over 1, 3 and 5 years, as well as offering an attractive dividend.
In this interview, we talk to Charles about the sectors and regions favoured by the trust including transportation, utilities, and digital infrastructure; why the company takes a bottom up approach to stock selection, and how this fits into an...2024-10-0835 minJohnBaronPortfolios.co.ukDowning Renewables & Infrastructure Trust (DORE)DORE is an investment company that aims to deliver steady returns by investing in a diversified portfolio of hydro, wind, solar, and other renewable energy infrastructure assets across the UK and Europe.
In this interview we speak to the company’s manager Tom Williams about the importance of diversification in generating consistent returns from renewables; how the company creates new revenue streams through an innovative approach to asset management; the advantages of its Swedish hydroelectric portfolio and plans to develop battery storage in the country; and how distributed generation is creating new infrastructure investment opportunities around grid st...2024-10-0830 minJohnBaronPortfolios.co.ukNorth Atlantic Smaller Companies (NAS)NAS invests in smaller companies across the UK and US, including both public and unquoted businesses either directly or via other investment companies. The company has been managed by its chief executive officer Christopher Mills since 1982, over which time it’s achieved an annualised share price return of over 14%.
In this interview, Christopher discusses the company’s hands on investment strategy which often sees it take board seats; why many London-listed companies are choosing to leave the stock market, and the subsequent importance of exposure to private assets; the importance of managers having ‘skin in the game’; and whic...2024-10-0729 minJohnBaronPortfolios.co.ukCustodian Property Income REIT (CREI)CREI is a commercial property company that seeks to deliver a strong income return by investing in a diversified portfolio of smaller regional properties across the UK. The company’s portfolio consists of industrial, office and retail assets, with rental income underpinning a dividend yield in excess of 6%.
In this interview, manager Richard Shepherd-Cross discusses how the company’s diversified, income-focused approach has helped it outperform the wider sector this year; why rental growth is key to property investing success in an inflationary environment, and the importance of environmental building upgrades in driving rental uplifts; the outlook for...2024-10-0731 minJohnBaronPortfolios.co.ukOdyssean Investment Trust (OIT)OIT is an investment company which aims to generate capital returns by investing in a concentrated portfolio of UK companies – currently fewer than 20 – which are typically too small to be included in the FTSE 250. The company uses a ‘differentiated’, research-led approach to identify opportunities focused on four key sectors – Industrials, TMT, Healthcare and Business Services. Engagement with company managements is a key part of the approach.
In this interview, manager Stuart Widdowson tells John Hughman about the company’s value-driven approach to small cap investing; how they use a private-equity style approach to assess companies trading below intrinsic-va...2024-10-0730 minJohnBaronPortfolios.co.ukGore Street Energy Storage Fund (GSF)Launched in 2015, GSF is the first of a handful of London-listed investment companies focused on the provision of grid-level energy storage and is held within the Green portfolio. The company has 1.17GW of capacity installed (291.6MW) and in its pipeline (881.6MW), across 27 projects in four grids – GB, Ireland, Germany and the US. This helps it deliver a target 7% dividend yield against the average NAV.
In this podcast, John Hughman speaks to Paula Traveso of Gore Street Capital about why energy storage is critical to helping the world achieve its Net Zero ambitions; how the company’s diversification acro...2024-10-0732 minJohnBaronPortfolios.co.ukMIGO Opportunities Trust (MIGO)MIGO invests in closed-ended funds across the London Stock Exchange with the aim of outperforming the 3-month SONIA interest rate benchmark plus 2 per cent. The company sits within the AIC’s Flexible Investment sector, reflecting the fact its unconstrained approach allows it to range across the investment company sector to exploit pricing inefficiencies in out of favour segments of the market. In that vein, current key exposures include Georgian and Vietnamese equities, mining exploration, uranium investors, and private equity.
In this interview, fund manager Nick Greenwood explains to John Hughman the thinking and process behind MIGO’s contr...2024-10-0730 minJohnBaronPortfolios.co.ukAn economic perspectiveAs well as interviewing investment trust managers, this page will also include interviews with other commentators in order to add perspective. The objective will be to convey a broad range of views which naturally may not reflect the portfolios' positions but will enrich our, and we hope members', investment process.
Neil Wilson is chief market analyst for institutional broker Finalto and its retail trading arm Markets.com. He covers a wide range of investment and trading subjects, from companies and commodities to FX, bonds and macro-economics. He also writes for the Investors Chronicle as 'The Trader', with...2024-10-0728 minJohnBaronPortfolios.co.ukMiddlefield Canadian Income (MCT)MCT is one of a handful of investment companies listed in London offering direct exposure to Canadian equities. Since launch in July 2006, it has delivered consistent annualised NAV total returns of over 7% a year, of which more than two thirds comes from dividends. Although the trust has a mandate that allows it to invest up to 40% of its portfolio in US equities, it is currently 100% invested in Canadian-listed securities.
In this interview we talk to Dean Orrico about why Canada is a particularly good hunting ground for income seekers; how the strength of its banking sector and
...2024-10-0727 minJohnBaronPortfolios.co.ukWorldwide Heathcare Trust (WWH)With a market capitalisation of almost £2bn, the WWH is the largest of several healthcare-focused investment companies listed in London. The company targets capital growth by investing across the healthcare spectrum, with just under a third of its portfolio in pharmaceutical companies, a fifth in biotechnology, a fifth in healthcare service providers and another fifth in healthcare equipment companies – as portfolio manager Trevor Polishuk puts it, the company is a ‘one-stop shop’ for those wishing to gain exposure to the secular growth trends behind the industry.
In this interview, John Hughman speaks to Trevor about the rationale behind...2024-10-0730 minJohnBaronPortfolios.co.ukBluefield Solar Income Fund (BSIF)BSIF is the UK's oldest renewable energy investment company, celebrating 10 years of trading this year. Over that period, the company has delivered steady capital growth and dividends from an expanding portfolio of long-life solar assets in the UK, now made up of more than 750MW of operational solar generation. Total returns since inception stand at over 100%, and the company offers a handsome dividend yield while benefitting from two-thirds of its total assets being linked to RPI for 15 years.
The company has recently altered its remit to include other forms of renewable generation including wind power and battery...2024-10-0727 minJohnBaronPortfolios.co.ukVietNam Holdings (VNH)VNH is one of three London-listed investment companies targeting the high-growth potential of frontier market Vietnam. Launched in 2006, VNH invests in high-growth companies in Vietnam, focusing on domestic consumption, industrialisation and urbanisation. Latest results show its concentrated approach helped it beat its benchmark in a difficult year for the country’s main index, which remains one of the world’s cheapest markets despite its significant growth prospects. The company is not held in the portfolios but these occasional interviews with other respected managers seek to aid investment perspective.
In this interview Craig Martin, chairman of Dynam Capital whic...2024-10-0736 min
JohnBaronPortfolios.co.ukEdinburgh Investment Trust (EDIN)EDIN is a leading FTSE 250 Investment Trust which sits within the AIC UK Equity Income sector. The company is managed by James de Uphaugh and Chris Field with a focus on fundamental business research to create a diversified and high conviction portfolio of 40-50 investments. The managers are supported by an experienced team of investment analysts. The company does not have any in-built investment style biases and seeks to deliver long-term added value regardless of economic and market conditions. The company’s large positions include Shell, Unilever and BAE systems, while its biggest sector exposure is retail.
In...2024-10-0732 min
JohnBaronPortfolios.co.ukMenhaden Resource Efficiency (MHN)Managed by Ben Goldsmith, Luciano Suana and Graham Thomas and sitting withing the AIC’s Environmental sector, MHN is an investment trust focused on companies – both public and private – that “are demonstrably delivering or benefiting significantly, from the efficient use of energy and resources.” Key positions within the highly concentrated 16-holding portfolio include Alphabet (23.6%) and Microsoft (11.2%), along with several transportation and infrastructure companies. Since launch in 2015, the company has delivered a NAV return of 40.8%.
In this interview, Ben and Luciano discuss the holdings within the portfolio, and why they believe the efficient use of resources, in particular energy, is...2024-10-0731 min
JohnBaronPortfolios.co.ukPantheon International (PIN)PIN is a leading FTSE 250 private equity investment trust which invests in a diversified mix of direct private company investments and ‘invitation only’ funds across three primary sectors – digital, healthcare, and consumer non-discretionary. It's been around since 1987 and has a simple aim of making private equity - and associated returns - publicly available while maximising capital growth over the long term.
In this interview, we talk to Helen Steers, lead portfolio manager and investment partner at parent group Pantheon - a global private equity manager with $90bn under management. We discuss the company’s unique approach and the adva...2024-10-0535 min
JohnBaronPortfolios.co.ukAbrdn Property Income Trust (API)API aims to provide an attractive level of income, alongside capital and income growth, by investing in a diversified portfolio of commercial property assets - currently more than half of the portfolio is held in industrial assets, partly reflecting the growth of logistics warehousing in the UK in recent years. The company has been managed by Jason Baggaley since 2006, and recent figures show it has delivered a benchmark-beating total return of 56% over the last 5 years.
In this interview, John Hughman talks to Jason about the challenges faced by the property industry in the wake of the pandemic...2024-10-0527 min
JohnBaronPortfolios.co.ukTemple Bar Investment Trust (TMPL)TMPL is a £750m investment company established in 1926 that takes a value investing approach combined with deep fundamental research focused on establishing the ‘intrinsic value’ of potential investments. The trust has a fifth of its assets in the energy sector via holdings in BP, Shell and TotalEnergies, which reflects its approach to creating long-term growth by buying companies that have been overly discounted by the market.
In this interview, portfolio manager Ian Lance talks to John Hughman about how rising inflation and interest rates have improved the outlook for value investing vs growth; how to identify value; why m...2024-10-0136 min
JohnBaronPortfolios.co.ukImpax Environmental Markets (IEM)IEM's two decades of experience of investing in sustainability position it at the forefront of the burgeoning ESG investing industry. The investment company has delivered strong long-term returns, and despite a difficult year which has seen a softening of valuations among the growth-oriented companies in which it invests, its exposure to the secular trends supporting global Net Zero obligations should see its investee companies deliver significant earnings growth over the coming years.
In this interview, co-manager Fotis Chatzimichalakis speaks with John Hughman about how the trust is positioned to take advantage of the sizeable opportunities in sustainable...2024-10-0128 min
JohnBaronPortfolios.co.ukFinsbury Growth and Income (FGT)FGT is one of the UK’s largest investment trusts, with a long-track record of delivering market beating returns from a concentrated portfolio of predominately UK equities. Its manager Nick Train is well known for his conviction approach – buying high-quality, income generating companies and holding them for the long-term.
In this interview, Mr Train explains the thinking behind the company’s investment approach, how it has stood up to the challenges of a difficult year and why he remains confident in the long-term growth prospects of his investee companies. In particular, he points to the significant opportunities still...2024-10-0146 min
The Vox Markets PodcastGrowth Company Investor is back!Vox Markets is now the proud new owner of esteemed small cap investing magazine Growth Company Investor, with Vox's Head of Content and former IC editor John Hughman and former GCI editor David Thornton providing regular ideas on underresearched companies. In this preview podcast, John and David discuss their investment philosphies and what to expect when GCI is relaunched next week.2024-05-3124 min
The Vox Markets PodcastThe Exchange with John HughmanOn today's live Exchange show, I was delighted to speak to accomplished investor John Hughman of Vox Markets – including:
00:00 His approach to investing & YTD performance
04:45 New Vox Markets stock picking service
05:45 XP Factory
09:15 Loungers
15:50 Future Plc
21:00 Journeo
25:40 Argentex Group
28:15 Cornerstone FS
30:40 Assessing the quality of management
35:15 Crossword Cybersecurity
39:50 Facilities by ADF
45:00 AVacta
47:55 Hargreaves Lansdown
53:15 Yü Group
56:45 Fadel Partners
59:55 Vistry
63:40 Marstons
66:30 Chrysalis Investments
68:25 Life Science REIT
72:20 Fintel
76:15 Van Elle
#XPF #LGRS #FUTR #JNEO #AGFX #CSFS #CCS #ADF #AVCT #HL...2024-05-101h 20
JohnBaronPortfolios.co.ukAugmentum Fintech (AUGM)In this podcast John Hughman speaks to Tim Levene, manager of fintech investor Augmentum Fintech (AUGM), which features in our Summer and Thematic portfolios. The company is the only pure play fintech investor listed in London. Rising interest rates have had a significant impact on its share price performance this year, which has swung from a premium to a significant discount to Net Asset Value, but the secular tailwinds behind the growth of fintech remain intact - and the company’s strong balance sheet leaves it well positioned to capitalise on lower valuations across its investment universe.
Ti...2022-12-1638 min
Investing MattersPodcast Anniversary Special, key principles and purpose of the podcast explained, Investing Matters Podcast - Episode 27Welcome to the Investing Matters podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this podcast series.
What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope...2022-11-0945 min
Investing MattersJohn Hughman from Invest-Ability, navigating financial market volatility, Investing Matters Podcast - Episode 7Welcome to this brand new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts.
What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter...2022-02-1344 min
CONKERS' CORNERTWIN PETES INVESTING Podcast no.57 Part 2: Interview with John Hughman & Phil Oakley, $AAPL $MSFT $TSLA #SGRO #BT. #RDSB #BP. #BBOX #EBOX #ORPH #POLB #SIR #PHP #INVESTING #REITS #HGT #ALU #GAW #VTY #SGE #RTO $XRO #INTU #Menphys #Charity #Fundraising EventThe topics, stocks and shares mentioned/discussed include:
Interview with John Hughman & Phil J Oakley
Menphys Charity Resilience Fundraising Event in Leicester on 17th September
Open Orphan
Poolbeg Pharma
Sharescope / Sharepad / sponsor
London South East / sponsor
Small Company Champion / sponsor
Powder Monkey Brewing Co
Steve Thompson MBE
Holiday Inn Hotel
Invest-ability @invest_ability
Quality stocks
Equity Analyst
Research
Analysis
Portfolios
Podcasts
Oil Gas
Mining
Property
REITS
Tritax Big Box BBOX
Tritax Eurobox EBOX
Sego SGRO
Risks
Compounding
Premium to NAV
Secure Income REIT SIR
SP 500
Apple $AAPL
Primary Health Properties PHP
US Stocks premium
Warren Buffett
Morrisons MRW
Hedge Funds...2021-09-151h 10CONKERS' CORNERTWIN PETES INVESTING Podcast no.57 Part 1: Interview with John Hughman & Phil Oakley, #Menphys #Charity #Fundraising Event, #CRDA $COST $PYPL #ORPH #POLB #SOM #DEC #SGE $INTU #XERO #SPX #SMT #FUNDSMITH #AHT #QUALITY #INVESTING #STOCKS #SHARES #HERDING #AIThe topics, stocks and shares mentioned/discussed include:
Interview with John Hughman & Phil J Oakley
Menphys Charity Resilience Fundraising Event in Leicester on 17th September
Open Orphan
Poolbeg Pharma
Sharescope / Sharepad / sponsor
London South East / sponsor
Small Company Champion / sponsor
Alex Schlich /Yellowstone Advisory sponsor
Powder Monkey Brewing Co
Steve Thompson MBE
Holiday Inn Hotel
Investability @invest_ability
Quality stocks
Equity Analyst
Research
Analysis
Portfolios
Podcasts
Technology
Endowment Effect
Funds
Macro
US stocks
Green investments
Paypal $PYPL
Somero #SOM
International competitors
Diversified Energy Company #DEC
SP500 ETF
Form 10K
Costco $COST
Croda #CRDA
Portfolios
Tech
ARM Technologies
SP500
SAGE #SGE
Intui...2021-09-101h 17
Investors' ChronicleThe Alpha Podcast: John RosierOn this week's Alpha podcast John Hughman talks to the IC's private investor diarist John Rosier about maintaining discipline in choppy markets, why he's eyeing value as his next move, and why doing nothing may sometimes be the best option. Hosted on Acast. See acast.com/privacy for more information.2020-10-3033 min
Investors' ChronicleJohn Baron: "Investment trusts are a superior investment option"On this episode of the IC Interviews, editor John Hughman speaks to the magazine’s regular investment trust columnist John Baron.A former fund manager, John has provided updates on two live investment trust based portfolios for the Investors Chronicle since 2009, one focused on growth and the other on income.John has recently completed an updated version of his book, the Financial Times Guide to Investment Trusts: Unlocking the City's Best Kept Secret.In this interview, John explains why he favours investment trusts, how the techniques he uses to manage his portfolios ha...2020-09-0735 min
Investors' ChronicleInvestment Hour: ESG's dirty secretFor the vast majority of investors, the stock market remains primarily a place for making money work harder. But increasingly, environmental and social consciousness is playing a role in investment decisions.But a lack of clear guidelines on ESG reporting means there has been a rise in both companies and funds attempting to make themselves seem cleaner than they are - and life harder for investors that want to make their money genuinely work for good. On this week's Investment Hour John Hughman and Megan Boxall discuss these sticky issues with associate editor A...2020-09-031h 03
Investors' ChronicleThe Investment Hour: Hanging UpBT’s chief executive seems to have spent much of the last few weeks preparing his company for a hostile takeover approach. The fate awaiting BT and its shareholders raises questions about how the company has found itself in this sorry state. To answer that, we have to go back to the 1980s, when Margaret Thatcher had an agenda. In this week’s podcast Megan Boxall and John Hughman have been joined by Lauren Almeida to discuss privatisation and whether or not it has been a good thing for BT and the shareholders who supported its IPO. Hosted on A...2020-08-2745 min
Investors' ChronicleTo PE or not to PE?Private equity has developed a bad reputation for extracting value from companies and then foisting their remnants on unsuspecting equity markets. At the same time Private Equity trusts have delivered returns for investors that have beaten some of the world's best performing indices and offer access to areas of industry that equity markets just cannot reach.On this week's investment hour, John Hughman and Dave Baxter are joined by Phil Oakley to discuss the pros and cons of investing in Private Equity and the companies they invest in, while James Norrington talks to Augmentum Fintech's chief execu...2020-08-201h 02
Investors' ChronicleThe Investment Hour: a new arms race? Coronavirus has intensified the growing animosity between the world’s two great superpowers, China and the US, and worries are mounting that the confrontational rhetoric may at some point turn a cold war into a hot one. But the virus has also stretched Western economies to their limits and cast into doubt just how they can fund the cost of the new arms race that may just be starting.On this week’s Investment Hour, Megan Boxall and John Hughman are joined by the IC’s defence correspondent Nilushi Karunaratne and industrial correspondent Alex Janiaud to discuss...2020-08-0655 min
Investors' ChronicleThe Investment Hour: All that glitters…Gold has reached $2,000 an ounce on the futures market this month and gotten very close in spot terms as well. The precious metal has been trading at multi-year highs for over a year now, since breaking $1,400 over a year ago. This year, the Covid-19 job losses and major economic slowdown supercharged an already surging gold price.The big question is whether you should still be buying. On this week’s podcast Megan Boxall and John Hughman are joined by Alex Hamer and Dave Baxter to talk about possible entry points and where this new record comes fr...2020-07-3059 min
Investors' ChronicleInvestment Hour: Coronavirus updatePharmaceutical progress in the war on coronavirus has accelerated this week and share prices have leapt as a result. On this week’s podcast John Hughman and Megan Boxall get the lowdown from Harriet Clarfelt on the recent announcements and dig into the share price movements with trader Michael Taylor. We have also spoken to the chief executive and chief financial officer at Tristel and Phil Oakley has provided an overview of the outlook for companies. Hosted on Acast. See acast.com/privacy for more information.2020-07-231h 08
Investors' ChronicleThe Investment Hour: The big income conundrumThe trimming or cancelling of dividends in the UK is incredibly significant. With income expected to be significantly lower in 2020 than it was in 2019, a reader’s letter has highlighted how stark the situation is for some private investors. He said: “40 per cent of my retirement income comes from shares.”At a time like this, it’s hard to know where to turn. On this week’s podcast Megan Boxall and John Hughman are joined by Algy Hall, Dave Baxter and Nilushi Karunaratne to discuss the situation and help explain how investors can best cope with the income...2020-07-1650 min
Investors' ChronicleThe Investment Hour: How is healthcare holding up?Vaccine and treatment progress in the war on coronavirus is unsurprisingly capturing investor attention. But there is a world of healthcare beyond the pressure of the pandemic which could provide investors with far more lucrative returns. In this week’s podcast John Hughman and Megan Boxall are joined by Harriet Clarfelt and Mary McDougall to discuss the investment opportunities in the market. Harriet has also spoken to special guest Nina Deka from Robo-Global and we celebrate the long awaited return of Phil Oakley. Hosted on Acast. See acast.com/privacy for more information.2020-06-041h 05
Investors' ChronicleThe Investment Hour: Living in a bubbleBubbles are both an exciting and terrifying part of market life, offering investors the potential for both huge gains and also massive losses. But how do investors navigate a phenomenon they often don't know they're experiencing until it bursts? On this week's Investment Hour John Hughman and Megan Boxall are joined by IC experts Algy Hall, Chris Dillow, Philip Ryland and Dave Baxter to try and understand why bubbles form and pop, and what to do if you think you're in one. Hosted on Acast. See acast.com/privacy for more information.2020-05-2858 min
Investors' ChronicleThe Investment Hour: The new futureFor all the challenges posed by coronavirus, the crisis also provides multiple opportunities for renewal. That’s the theme of our series of features ‘The New Future’ which we kicked off this week and is also the topic of this week’s podcast when John Hughman and Megan Boxall are joined by regular guests Algy Hall and Alex Newman. Plus the long overdue podcast debut of the IC’s resident economist Chris Dillow. Hosted on Acast. See acast.com/privacy for more information.2020-05-2155 min
Investors' ChronicleThe Investment Hour: Health, wealth and happiness?Britain is reopening – slowly. After the announcement of UK economic data, it has become clear that an easing of lockdown measures has become vital if we’re going to protect the health of the economy.In this week’s episode of the Investment Hour, Phil Oakley joins John Hughman and Megan Boxall to discuss why the economy needs to open rapidly and Harriet Clarfelt discusses some of the healthcare companies which may get us back to normality quickly. Plus, John Rosier joins the team to give an update on the performance of his portfolio. Ho...2020-05-151h 03
Investors' ChronicleInvest like Buffett in turbulent timesIn challenging times, investors have looked to the king of investing for some guidance. Warren Buffett has delivered – but perhaps not in the way that the investors who are leaping back into the troubled stock market would have wanted. On this week’s Investment Hour, Megan Boxall and John Hughman discuss how the human psyche can sway even the best investors’ decisions. Hosted on Acast. See acast.com/privacy for more information.2020-05-091h 08
Investors' ChronicleBuyback MountainOn this week's IC Companies & Markets Show John Hughman and Phil Oakley talk about why investors should be wary of companies favouring buybacks over special dividends, and why the travel industry could prove a good contrarian investment Hosted on Acast. See acast.com/privacy for more information.2020-04-1733 min
Investors' ChronicleCompanies & Markets Show: Margin of safetyOn this week's Companies & Markets Show editor John Hughman speaks to Alex Newman and the companies team about their hunt for safe sectors amid the Covid chaos, and Phil Oakley explains why investors in today's market should be paying more attention to the teachings of Ben Graham. Hosted on Acast. See acast.com/privacy for more information.2020-04-0939 min
Investors' ChronicleCompanies & Markets Show: The new normalOn this week's Companies & Markets Show John Hughman talks to Megan Boxall about why Covid-19 could permanently change the way the world works, and Phil Oakley explains why he thinks talk of recovery is premature. Hosted on Acast. See acast.com/privacy for more information.2020-04-0244 min
Investors' ChronicleCompanies & Markets Show: Surviving the dividend crunchOn this week's Companies & Markets Show John Hughman talks to Alex Newman and Phil Oakley about how income-seekers can survive the dividend crisis, why Covid-19 may bring about much-needed changes in attitudes towards market and business risk, and a tech giant that should be on every investor's watchlist. Hosted on Acast. See acast.com/privacy for more information.2020-03-2651 min
Investors' ChronicleCompanies & Markets Show: Fighting backOn this week's Companies & Markets Show editor John Hughman talks to Megan Boxall and Phil Oakley about how science and government are mobilising their resources to beat Covid-19. Hosted on Acast. See acast.com/privacy for more information.2020-03-1940 min
Investors' ChronicleCompanies & Markets Show: CORONAGEDDONOn this week's Companies & Markets Show John Hughman and Phil Oakley survey the damage Covid-19 has inflicted on global stock markets and explain why investors need to prepare themselves for the very different world it could leave behind. Hosted on Acast. See acast.com/privacy for more information.2020-03-1341 min
Investors' ChronicleCompanies & Markets Show: Turbulent timesOn this week's Companies & Markets Show editor John Hughman talks to regular contributor and our new daily Market Outlook writer Neil Wilson to assess the prospect for markets as the economic impact of Covid-19 starts to show up in company updates. Hosted on Acast. See acast.com/privacy for more information.2020-03-0530 min
Investors' ChronicleCompanies & Markets Show: Crunch timeOn this week's IC Companies and Markets Show John Hughman and Phil Oakley discuss the potential economic and market impact of the coronavirus. Hosted on Acast. See acast.com/privacy for more information.2020-02-2743 min
Investors' ChronicleManic MinersOn this weeks IC Companies and Markets Show editor John Hughman talks to commodities correspondent Alex Hamer and trader Michael Taylor about the latest twist in the Sirius tale, the surprising return of Gemfields, what the coronavirus means for precious metals, and the mineral complexities of electric vehicles. Hosted on Acast. See acast.com/privacy for more information.2020-02-2040 min
Investors' ChronicleCompanies & Markets Show: Skin in the gameOn this week's Companies & Markets Show John Hughman and Phil Oakley talk about why directors should own shares in the companies they run, the attractions of Relx and Avon Rubber, and the madness of Ocado's valuation Hosted on Acast. See acast.com/privacy for more information.2020-02-1439 min
Investors' ChronicleCompanies & Markets Show: Stiff competitionOn this week's Companies & Markets Show John Hughman and Phil Oakley talk about news that the CMA is planning to investigate competition across the UK and what it could mean for shareholders. Hosted on Acast. See acast.com/privacy for more information.2020-02-0638 min
Investors' ChronicleCompanies & Markets Show: Motoring alongOn this week's Companies & Markets Show Phil Oakley tells John Hughman why Auto Trader is one of his favourite businesses, asks if Apple's shares can continue to motor, explains why Unilever is stuck in first gear, and why BT and McCarthy & Stone could be heading for a breakdown. Hosted on Acast. See acast.com/privacy for more information.2020-01-3044 min
Investors' ChronicleCompanies & Markets Show: Going flatOn this week's Companies & Markets Show John Hughman and Phil Oakley talk about why Fevertree is losing its fizz, JD Wetherspoon's winning pub formula, and how the examples of PepsiCo and Sage show why UK investors should broaden their horizons. Hosted on Acast. See acast.com/privacy for more information.2020-01-2344 min
Investors' ChronicleCompanies & Markets Show: Everything's coming up RosierOn this week's Companies & Markets Show editor John Hughman is joined by full-time private investor and regular columnist John Rosier to hear about the winning formula behind his market-beating portfolio. Hosted on Acast. See acast.com/privacy for more information.2020-01-1643 min
Investors' ChronicleCompanies & Markets Show: Quality controlOn the first Companies & Markets Show of the new decade, editor John Hughman talks to Phil Oakley about the quality strategy behind his Fantasy Sipp and new UK Quality portfolio, and why quality is still in short supply in the UK retail sector. Hosted on Acast. See acast.com/privacy for more information.2020-01-0948 min
Investors' ChronicleCompanies & Markets Show: Top tipOn this week's Companies & Markets Show editor John Hughman talks to Algy Hall about why 2019 has been a good vintage for our Tips of the Year. Hosted on Acast. See acast.com/privacy for more information.2019-12-1931 min
Investors' ChronicleCompanies & Markets Show: Deal or no dealOn this week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about the good, the bad, and the ugly of acquisitions. Hosted on Acast. See acast.com/privacy for more information.2019-12-1240 min
Investors' ChronicleCompanies & Markets Show: Out for the countOn this week's Companies & Markets Show editor John Hughman talks to Phil Oakley about how to spot the signs that could derail a company's share price. Hosted on Acast. See acast.com/privacy for more information.2019-12-0542 min
Investors' ChronicleCompanies & Markets Show: John Baron specialOn this week's podcast IC editor John Hughman is joined by Harriett Russell to discuss how investors can protect themselves from audit failures, and speaks to investment trust columnist about John Baron about the strategies and themes behind his portfolios. Hosted on Acast. See acast.com/privacy for more information.2018-05-1732 min
Investors' ChronicleCompanies & Markets Show: John Baron specialOn this week's show editor John Hughman speaks to columnist John Baron about the strategies guiding the success of his ever-popular investment trust portfolios. Hosted on Acast. See acast.com/privacy for more information.2017-07-1332 min