Talking Trusts: Weekly Review with Peter Hewitt (21 August 2021)
Jonathan Davis, editor of the Investment Trusts Handbook, reviews the main announcements and market movements in the latest edition of our free weekly investment trust podcast. While Simon Elliott, head of investment trust research of Winterflood Securities, continues his holiday, Jonathan is joined by Peter Hewitt, the manager of the BMO Managed Portfolio Trust. Please note that due to some technical issues with the remote connection this week, the sound quality of our podcast is not up to its usual standards, for which we can only apologise. However, we still hope you find the conversation interesting as Jonathan and Peter discuss what has happened over the past week, as well as some of the things that Peter owns and what he has been doing with his portfolio recently. Trusts mentioned this week (with tickers) include: Elecktra Private Equity (ELTA), Civitas Social Housing (CSH), Triple Point Social Housing (SOHO), Bluefield Solar Income Fund (BSIF), Seraphim Space Investment Trust (SSIT), Literacy Capital (BOOK), Pershing Square Holdings (PSH), BlackRock World Mining Trust (BRWM), Temple Bar Investment Trust (TMPL). Section Timestamps: 01:17 - Review of the market 02:12 - A discussion with Peter Hewitt 56:08 - Money Makers Circle and Close The Money Makers circle is now up and running. It 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, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 70 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.