Category: Investment Trust

Monthly funds focus: Hipgnosis Song Fund, Georgia Capital, Yellow Cake plus ETFs – VILX & ARKS

This month I have four new fund ideas for Sharepad susbcribers. As always, you can find out a lot more about these ideas via my regular newsletter at davidstevenson.substack.com. But for now, lets focus on some alternative investment ideas including both investment trusts and exchange traded funds (ETFs) – notably music royalty funds, investing in […]

Dynamic 35 : Montanaro European Smaller Companies Trust

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 time to focus on fast growing European small caps. This week I have a relatively short note for you, outlining why I think now might be an interesting moment to […]

My two ETF Growth Portfolios: January 2021 Update

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, a collection of eight ETFs which aim to track a selection of key thematic big trends. To monitor performance, I established two live portfolios on the SharePad platform, with the […]

The Dynamic 35 : The Schroders Asian Total Return Trust

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 in the DM but then try and make sure we have some, smaller exposure, to the broad gaggle of national markets which represents the developing world or EM for short. […]

Prudent 15: Ecofin Global Utilities and Infrastructure Trust (EGL)

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, arguably in a very negative direction. For much of the last few decades, private investors could not get enough of these boring stocks. They paid out a generous dividend, seem […]

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 […]

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 […]

Dynamic 35: Syncona

The genomics revolution and the appeal of Syncona It’s easy to get carried away with the short to medium term noise coming out of stock markets. The corona virus has sent investors in the developed world heading for the exit. But in truth some sectors of the giant ‘technology’ sector were already beginning to suffer […]