Weekly Investment Trusts Podcast - featuring James Carthew and Steven Tredget (11 March 2023)

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to James Carthew, director of QuotedData, and Steven Tredget, partner at Oakley Capital, the managers of the Oakley Capital Investments trust (OCI).

Section Timestamps:
0:00:29 - The week's news
0:04:36 - Introducing this week's guests
0:05:57 - Money Makers Circle
0:06:24 - Coming up next week
0:06:34 - Q&A with James Carthew
0:08:30 - Market sentiment
0:10:27 - Where will money be going?
0:12:32 - Results announcements
0:32:19 - Nick Greenwood's departure from Premier Miton
0:35:05 - Henderson Opportunities Trust (HOT)
0:38:47 - AIC Conference
0:43:30 - Close
0:43:44 - Q&A with Steven Tredget
0:45:08 - Valuation doubts
0:53:26 - Effectiveness of share buy backs
0:55:47 - Constraints around the availability of cash
0:58:12 - Direct holdings
1:00:41 - Close

Trusts mentioned (with tickers): Oakley Capital Investments (OCI), MIGO Opportunities Trust (MIGO), F&C Investment Trust (FCIT), Alliance Trust (ATST), Digital 9 Infrastructure (DGI9), Seraphim Space Investment Trust (SSIT), US Solar Fund (USFP), Strategic Equity Capital (SEC), Henderson Opportunities Trust (HOT).

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This week, as well as the regular features, the Circle features a profile of Invesco Asia Trust (IAT).

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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.