183: Weekly Investment Trusts Podcast - with Nick Greenwood (04 Nov 2023)
In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Nick Greenwood, manager of the MIGO Opportunities Trust (MIGO). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:39 - Review of the week 04:53 - This week's guest 05:44 - Corporate news and announcements 16:51 - Summary of results 19:44 - Money Makers Circle 21:02 - Q&A with Nick Greenwood 21:09 - The most recent developments in the markets 22:25 - The alternatives sector 29:13 - The property sector 30:34 - Private equity 34:31 - Early stage high risk investment trusts 38:18 - Looking at successes 44:23 - Future direction of MIGO 47:17 - Close Trusts mentioned this week (with tickers): Urban Logistics REIT (SHED), Chrysalis (CHRY), Target Healthcare REIT (THRL), Digital 9 Infrastructure (DGI9), Tritax Big Box (BBOX), TR Property (TRY), Seraphim Space Investment Trust (SSIT), RTW Biotech Opportunities (RTW), Rockwood Strategic (RKW), Taylor Maritime (TMIP), Hydrogenone (HGEN), Hipgnosis Songs Fund (SONG), MIGO Opportunities Trust (MIGO), ThomasLloyd Energy Impact (TLEI) / Asian Energy Impact Trust (AEIP/AEIT), Troy Income and Growth (TIGT), Biopharma Credit (BPCR/BPCP), US Solar Fund (USF), Round Hill Music Royalty Fund (RHM), RM Infrastructure Income (RMII), Capital Gearing Trust (CGT), Baillie Gifford Japan (BGFD), Asia Dragon (ADN), Henderson International Income (HINT), Schroder BSC British Opportunities Trust (SBSI), Aquila European Renewables (AERS), Ecofin US Renewables Infrastructure (RNEW), Home REIT (HOME), Phoenix Spree Deutschland (PSDL), Pantheon International (PIN), NB Private Equity (NBPE), Oakley Capital Investments (OCI), Biotech Growth Trust (BIOG), International Biotechnology Trust (IBT), Geiger Counter (GCL), Yellow Cake (YCA), VinaCapital Vietnam Opportunity Fund (VOF), Vietnam Enterprise Investments (VEIL), Ashoka India Equity (AIE), India Capital Growth (IGC). 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, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the regular features, the Circle features a profile of Brunner Investment Trust (BUT). Future profiles coming soon include Balanced Commercial Property Trust (BCPT) and Nippon Active Value Fund (NAVF). For more information about the Money Makers circle, 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. We are very grateful for your continued support and the enthusiastic response to our over 180 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.