Weekly Investment Trust Podcast with Jonathan Davis (21 Jan 2023)

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Matt Hose, alternative assets analyst at the investment bank Jefferies, and Stuart Widdowson, manager of the Odyssean Investment Trust (OIT).

Section Timestamps:
00:13 - Introducing this week's guests
00:51 - Review of the week
02:53 - Money Makers Circle highlights
03:43 - Q&A with Matt Hose
33:53 - Q&A with Stuart Widdowson
54:30 - Close

Trusts mentioned (with tickers): BH Macro (BHMG), Smithson Investment Trust (SSON), Civitas Social Housing (CSH), Triple Point Social House (SOHO), Home REIT (HOME), Baker Steel Resources Trust (BSRT), HarbourVest Global Private Equity (HVPE), Pantheon International (PIN), Abrdn Private Equity Opportunities (APEO), NB Private Equity Partners (NBPE), Oakley Capital Investments (OCI), Octopus Renewables Infrastructure Trust (ORIT), Hipgnosis Songs Fund (SONG), Starwood European Real Estate Finance (SWEF), NB Global Monthly Income (NBMI), VPC Speciality Lending (VSL), Chrysalis Investments (CHRY), Schiehallion Fund (MNTN).

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In addition to the regular features, the Circle features a profile of Oakley Capital Investments (OCI), and Jonathan summarises his notes from the Winterflood Annual Investment Trusts Conference.

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Produced by Ben Gamblin.