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

00:25 – What are the trust’s investment objectives?

01:15 – Investment process and how an idea is generated

02:50 – Any new exciting discoveries?

05:00 – Discount control policy?