Category: Funds

Dynamic 35: Aurora Investment Trust

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 at my new addition to the Dynamic 35, the Aurora investment trust. As a general rule I tend not to discuss any fund where I have some form of professional […]

Dynamic 35: RTW Venture

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 a venture capital fund which invests in life sciences businesses – mainly in the biotech and MedTech space. Its key differentiator is that it invests in later stage private businesses […]

My two ETF Growth Portfolios

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 useful vehicle for investors, and I think they can easily sit alongside investment trusts. What do I mean by that? Let’s say for instance that you want to have exposure […]

Prudent 15: International Public Partnerships

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 list, both in the broad infrastructure and utilities space. My next article will be on a fund that invests very broadly in the shares of other infrastructure and utility companies […]

Dynamic 35: Witan Investment Trust

Witan – a long term buy and hold globalist fund with a value bias Investing should really be about simplicity. Take global investing. Nearly every investor should have some exposure to a globally diversified mix of developed world stock markets. How big that exposure depends on your risk tolerance and your own appetite for global […]

Dynamic 35: Hg Capital

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 are choosing to stay private and ignore the public markets. Collectively we investors, institutional and private have done our best to make life difficult for highly rated , fast growing […]

Dynamic 35: Edinburgh Worldwide

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 the last few turbulent weeks. On paper many of the growth-oriented businesses sitting in its portfolio stand on huge valuations (very high price to earnings ratios) which means that they […]

Prudent 15: Ruffer Investment Company

The Ruffer Investment Company – big bets on a global new normal “There are decades where nothing happens; and there are weeks where decades happen” Lenin Generally, I have a very dismissive attitude towards the idea of absolute returns funds. The concept sounds alluring, whereas the delivery tends to be fairly dismal. The key idea […]

Dynamic 35: Augmentum

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 now is not a great time, all things considered, to be talking about investing in a high-risk venture capital fund that invests in equally high risk private European fintech firms, […]

Prudent 15: BH Global

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, especially useful during these volatile times when new investment opportunities emerge very quickly. I’m not going to bore readers with speculation about viruses and volatility but simply ask them to […]

Putting performance into perspective

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 to reader’s queries about On The Beach, the company he profiled two weeks ago. If you are a fundholder in Fundsmith Equity Fund, then congratulations. You’ve just received fund manager […]