Investment trusts
Investing in the US: Bellevue Healthcare Trust, Paul Major, Portfolio manager
Martin Gamble, Shares Education Editor, chats to Paul Major from Bellevue Asset Management about the impact of US political changes on the healthcare industry. They also discuss the investment strategies of the Bellevue Healthcare Trust and their focus on innovative companies.
Investment trusts | Wed, 09/04/2025 - 19:28
Smithson Investment Trust – Simon Barnard, Portfolio Manager
Portfolio Manager for Smithson Investment Trust, Simon Barnard talks us through the trust’s investment objectives, their investment process, new discoveries and more.
00:11 – Simon’s background and role...
Investment trusts | Wed, 05/03/2025 - 08:51
Fidelity China Special Situations PLC - Dale Nicholls, Portfolio Manager
Dale Nicholls, Portfolio Manager for Fidelity China Special Situations discusses the trust's long term investment performance, how they generate ideas for the portfolio and the investment case for Chinese equities.
Investment trusts | Tue, 04/03/2025 - 11:57
Patria Private Equity Trust plc - Alan Gauld, Senior Investment Director
Alan Gauld, Senior Investment Director discusses the Patria Private Equity Trust, changes in the management and highlights its performance in 2024. It covers improvements in cash flows, increased debt facility, and portfolio growth.
Investment trusts | Tue, 25/02/2025 - 11:34
Blue Whale Growth Fund - Stephen Yiu, Chief Investment Officer
Stephen Yiu discusses his career journey along with the investment strategies and the performance of the Blue Whale Growth Fund. He emphasises the importance of evolving with the market and conducting detailed in-house research.
Investment trusts | Fri, 21/02/2025 - 15:29
Fidelity European Trust, Marcel Stötzel, Portfolio Manager
Marcel Stötzel runs through the trust's investment goals and details how they generate ideas for inclusion in the Fidelity European Trust. He also highlights the how the trust typically performs in different market conditions.
Investment trusts | Tue, 18/02/2025 - 14:42
Pantheon International Ord - Charlotte Morris, Co-Lead Manager for Pantheon International
Charlotte Morris discusses the global private equity investments of Pantheon International, highlighting its focus on niche growth sectors and long-term capital growth.
Investment trusts | Fri, 07/02/2025 - 10:00
JPMorgan Emerging Markets Investment Trust - Emily Whiting, Investment Specialist
Emily Whiting discusses the strategy of the JP Morgan Emerging Markets Investment Trust, focusing on long-term investments in high-quality businesses across diverse emerging markets. She also highlights the importance of local knowledge and their large team of analysts.
Investment trusts | Thu, 06/02/2025 - 10:57
Artemis US Smaller Companies - Cormac Weldon, Fund Manager
We caught up with Cormac Weldon at the end of 2024, to discuss the investment strategy of Artemis US Smaller Companies, which focuses on US companies with market capitalisations under $10 billion.
Investment trusts | Wed, 05/02/2025 - 11:38
Fidelity European Trust - Marcel Stötzel, Portfolio Manager
Desc: Marcel Stötzel discusses the trusts' investment strategy, which is focused on companies with consistent dividend growth and leveraging the large research teams at Fidelity.
Investment trusts | Tue, 04/02/2025 - 11:55
abrdn UK Smaller Companies Growth Trust - Abby Glennie, Co-Manager
Abby Glennie, discusses the investment process and performance of the abrdn UK Smaller Companies Growth Trust. She also highlights what sectors and geographies the trust is invested in.
Investment trusts | Mon, 03/02/2025 - 13:47
BlackRock World Mining - Olivia Markham, Co-Manager
Olivia Markham discusses the investment strategy and objectives of the BlackRock World Mining Trust, focusing on diversified exposure to the metals and mining sector worldwide.
Investment trusts | Fri, 31/01/2025 - 10:31