Articles & Insight

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  • New addition to Dynamic 35: JPMorgan Russian Securities 29th October 2021 by David Stevenson - Our funds expert embraces his inner bear, focusing on a long-established and successful Russian investment fund. For those worried about the fragile US monetary order,… ...more
  • Prudent 15: The Honeycomb Investment Trust 10th September 2021 by David Stevenson - Our funds specialist returns form a summer break with a new addition to the Prudent 15. It’s a lending fund that has built up a… ...more
  • Dynamic 35 : Montanaro European Smaller Companies Trust 30th July 2021 by David Stevenson - Our funds specialist returns with a star performer in the relatively unloved European equities space: Montanaro European Smaller Companies Trust. He reckons now is the… ...more
  • Dynamic 35: D9 Digital 9 Infrastructure 2nd July 2021 by David Stevenson - Our funds specialist returns with another new suggestion for the Dynamic 35, Digital 9 Infrastructure, although he argues it could also sit inside the Prudent… ...more
  • Dynamic 35: TR Property Investment Trust 21st May 2021 by David Stevenson - Our funds expert turns his attention to the slowly recovering property-focused real estate investment trusts sector. His new addition to the Dynamic 35 is a… ...more
  • Dynamic 35: BlackRock World Mining Review 16th April 2021 by David Stevenson - Investing in mining stocks is always a speculative exercise. Where are we in the cycle? ...more
  • Prudent 15: BioPharma Credit 23rd March 2021 by David Stevenson - In these articles about funds, I have tended to steer clear of the many, many alternative funds listed on the London market. That is not… ...more
  • Dynamic 35: Oakley Capital Investments 9th February 2021 by David Stevenson - Private equity fund in transition – new addition to Dynamic 35 Listed private equity funds have had a chequered record on the London Stock Exchange.… ...more
  • My two ETF Growth Portfolios: January 2021 Update 9th February 2021 by David Stevenson - Back in the middle of August I outlined two growth-oriented portfolios, comprising a gaggle of exchange traded funds. The first was a Global Trends portfolio,… ...more
  • The Dynamic 35: Manchester and London 14th January 2021 by David Stevenson - "While we have this euphoria it's pretty hard to imagine the bubble breaking. But look at the data and you think this thing could go..."… ...more
  • The Dynamic 35 : The Schroders Asian Total Return Trust 2nd December 2020 by David Stevenson - Traditionally most investors tend to regard the division between developed markets (DM) and emerging markets (EM) as a simple divide. We all put more money… ...more
  • Dynamic 35: India Capital Growth fund 13th November 2020 by David Stevenson - This week I have a very adventurous addition to my list of 35 Dynamic funds. I admit that it’s not without risk and its recent… ...more
  • Dynamic 35: Aurora Investment Trust 23rd October 2020 by David Stevenson - A new addition to the Dynamic 35 Aurora Investment trust I wanted to start this article with an immediate declaration. I am a non-executive director… ...more
  • Dynamic 35: RTW Venture 1st October 2020 by David Stevenson - I have a new addition to my Dynamic 35 list of investment trusts and closed end funds. It is called RTW Venture and it is… ...more
  • My two ETF Growth Portfolios 28th August 2020 by David Stevenson - This week I am focusing not on my usual subject of investment trusts but switching attention to exchange traded funds or ETFs. These are a… ...more
  • Prudent 15: Ecofin Global Utilities and Infrastructure Trust (EGL) 30th July 2020 by David Stevenson - I do not think it is unfair to say that over the last decade we have seen a powerful shift in sentiment towards utility stocks,… ...more
  • Prudent 15: International Public Partnerships 17th July 2020 by David Stevenson - The safe bet on infrastructure: INPP (International Public Partnerships) Over the next couple of articles, we’ll be adding two new funds to our Prudent 15… ...more
  • Dynamic 35: Witan Investment Trust 1st July 2020 by David Stevenson - Witan – a long term buy and hold globalist fund with a value bias Investing should really be about simplicity. Take global investing. Nearly every… ...more
  • Prudent 15: The SDCL Energy Efficiency Income Trust 12th June 2020 by David Stevenson - The SDCL Energy Efficiency Income Trust The idea of investing in a fund which will help facilitate the transition towards a more sustainable energy mix… ...more
  • Dynamic 35: Hg Capital 27th May 2020 by David Stevenson - A smarter way of buying into the right kind of private growth businesses It is an unfortunate truth that more and more high growth businesses… ...more
  • Dynamic 35: Edinburgh Worldwide 12th May 2020 by David Stevenson - Edinburgh Worldwide – a great long-term home for growth investors Investors in funds such as Scottish Mortgage will have noticed a very peculiar phenomenon over… ...more
  • Prudent 15: Ruffer Investment Company 22nd April 2020 by David Stevenson - The Ruffer Investment Company – big bets on a global new normal "There are decades where nothing happens; and there are weeks where decades happen"… ...more
  • Dynamic 35: Augmentum 3rd April 2020 by David Stevenson - A big bet on Fintech worth taking at this price - Augmentum OK, I’m not going to beat around the bush. l readily concede that… ...more
  • Prudent 15: BH Global 20th March 2020 by David Stevenson - Kicking off with BH Global (BHGG) You can always read more about my views on funds at my blog www.adventurousinvestor.com. I update this most days,… ...more
  • Putting performance into perspective 5th February 2019 by Richard Beddard - Richard reads Fundsmith Equity Fund’s annual letter to fundholders and suggests a modest improvement that could change your perception of financial history. He also responds… ...more