220: Weekly Investment Trusts Podcast - with Andrew McHattie (20 Jul 2024)

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 Andrew McHattie, editor of the Investment Trust Newsletter. 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 0:04:46 - Corporate news, announcements, and results 0:06:46 - This week's guest 0:06:55 - Money Makers Circle 0:07:44 - An upcoming break 0:08:18 - Q&A with Andrew McHattie 0:08:53 - Polar Capital Technology (PCT) 0:17:28 - 3i Group (III) 0:21:48 - Odyssean Investment Trust (OIT) and UK small caps 0:25:57 - Regional REIT (RGL) 0:29:21 - Home REIT (HOME) 0:33:13 - Shipping 0:36:41 - Battery storage 0:42:45 - Chrysalis (CHRY) 0:45:46 - Hopes for the autumn 0:49:33 - Close Trusts mentioned (with tickers) include: Tufton Oceanic (SHIP), BioPharma Credit (BPCR), New Star Investment Trust (NSI), Manchester and London (MNL), Polar Capital Technology (PCT), Scottish Mortgage Trust (SMT), BlackRock World Mining (BRWM), Brunner Investment Trust (BUT), 3i Group (III), PRS REIT (PRSR), Ruffer Investment Company (RICA), Odyssean Investment Trust (OIT), Regional REIT (RGL), Home REIT (HOME), Allianz Technology Trust (ATT), Rockwood Strategic (RKW), Oryx International Growth (OIG), Taylor Maritime Investments (TMI), Gore Street Energy Storage (GSF), Gresham House Energy Storage (GRID), Harmony Energy Income Trust (HEIT), Chrysalis (CHRY), Schroder British Opportunities Trust (SBO). 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 Circle features a profile of Fidelity China Special Situations (FCSS). Future profiles include Henderson European Trust (HET) and Oryx International Growth (OIG). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.