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Money Makers

Jonathan Davis
Money Makers
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  • 293: Money Makers Investment Trusts Podcast - with Richard Pindar (30 August 2025)
    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 Richard Pindar, co-founder and CEO of Literacy Capital (BOOK). This discussion was recorded on Wednesday 27 August 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:50 - A difficult period for private equity 0:05:55 - The BOOK difference 0:10:11 - The trust’s re-rating and widening discount 0:14:31 - The Velociti deal 0:19:20 - A short break 0:20:26 - Rebalancing towards existing investments 0:22:39 - Increasing the management fee 0:24:59 - Return of capital 0:27:58 - The portfolio 0:33:01 - The UK as an economy 0:37:59 - Making the case for BOOK 0:42:40 - 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, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. There is no new profile this week, but subscribers can still read last week's profile of abrdn New India (AII). Future profiles include Lindsell Train Investment Trust (LTI) and Herald Investment Trust (HRI). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 290 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 - www.bgprofessional.co.uk
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  • 292: Money Makers Investment Trusts Podcast - with Charlie Morris (23 August 2025)
    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 Charlie Morris, founder and CEO of ByteTree Asset Management. This discussion was recorded on Wednesday 20 August 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:44 - Bitcoin and gold 0:08:31 - The reasons for gold’s march ahead 0:10:42 - Gold alternatives 0:12:45 - Moving away from US exceptionalism? 0:19:25 - A short break 0:20:31 - Importance of the Trump administration’s actions 0:22:06 - The role of investment trusts in multi-asset global portfolios 0:25:11 - Other instruments 0:27:20 - Stocks of interest 0:29:52 - The current UK administration 0:33:25 - 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, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of abrdn New India (ANII). Future profiles include Lindsell Train Investment Trust (LTI) and Herald Investment Trust (HRI). Subscribers will also be able to see Jonathan's latest video in the Trust of the Week series, this time covering Temple Bar (TMPL). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information 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 for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 290 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 - www.bgprofessional.co.uk
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  • 291: Money Makers Investment Trusts Podcast - with Andrew McHattie (16 August 2025)
    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 Andrew McHattie, editor of the Investment Trusts Newsletter. This discussion was recorded on Friday 15 August 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:35 - Third Point Offshore Investors (TPOU( 0:08:39 - Merger of AVI Japanese Opportunity Trust (AJOT) and Fidelity Japan Trust (FJV) 0:15:23 - The Japanese sector 0:18:11 - A short break 0:19:17 - Bellevue Healthcare (BBH) 0:23:31 - Baillie Gifford US Growth Trust (USA) 0:27:03 - Smithson (SSON) 0:32:00 - Renewables trusts 0:38:58 - BlackRock Throgmorton Trust (THRG) 0:45:05 - 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, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Gresham House Energy Storage (GRID). Future profiles include abrdn New India (ANII) and Lindsell Train Investment Trust (LTI). While there is no new video this week, subscribers can still see the latest in the Trust of the Week series, looking at Utilico Emerging Markets (UEM). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information 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 for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 290 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 - www.bgprofessional.co.uk
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  • 290: Money Makers Investment Trusts Podcast - with Steven Marshall (09 August 2025)
    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 Steven Marshall, co-founder, chair, and managing partner of Cordiant Digital Infrastructure (CORD). This discussion was recorded on Monday 04 August 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:01:14 - What digital infrastructure means 0:03:57 - The types of investors 0:06:31 - Competitive advantages for success with big infrastructure 0:09:44 - Debt and the underlying rate of return 0:10:57 - Experience as an investment trust 0:14:23 - Pension fund investments 0:17:30 - The risk of takeover 0:21:08 - A short break 0:22:13 - The AI arms race 0:23:42 - The drive into Europe 0:28:40 - A disappointing holding 0:31:57 - The dividend 0:33:22 - Lessons learnt from DGI9 0:36:21 - Risks 0:40:20 - 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, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Odyssean Investment Trust (OIT). Future profiles include Gresham House Energy Storage (GRID) and abrdn New India (ANII). Subscribers can also see Jonathan's latest video in the Trust of the Week series, this time looking at Utilico Emerging Markets (UEM). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information 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 for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our 290 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 - www.bgprofessional.co.uk
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  • 289: Money Makers Investment Trusts Podcast - with Sandy Nairn and Alan Bartlett (02 August 2025)
    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 Sandy Nairn, executive director of Global Opportunities Trust (GOT), and Alan Bartlett from Goodhart Partners, sub-investment managers of the trust. This discussion was recorded on Tuesday 29 July 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:01:11 - A quick disclaimer 0:01:50 - Resetting the approach and organisation of GOT 0:04:53 - The role of Goodhart Partners 0:05:58 - The case for a flexible investment mandate 0:10:41 - Looking outside of equities, bonds, and cash 0:18:02 - Trust performance 0:21:52 - A short break 0:22:58 - The discount 0:26:57 - Gearing 0:29:26 - Opportunities for returns without excessive risk 0:32:12 - The Japanese reform theme 0:36:06 - US equities and AI 0:44:12 - The global macro situation 0:49:24 - The outlook for GOT 0:50:25 - 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, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Fidelity Special Values (FSV). Future profiles include Odyssean Investment Trust (OIT) and Gresham House Energy Storage (GRID). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information 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 for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our nearly 290 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 - www.bgprofessional.co.uk
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Home of the free Money Makers Investment Trust Podcast with Jonathan Davis, covering the latest developments in investment trusts. Subscribe now on your favourite podcast app to make sure you catch every edition! Keep up-to-date with Money Makers via Twitter - @MoneyMakersITs - and visit the website for more details, including our premium service, the Money Makers Circle: www.money-makers.co.
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