You wait two decades for a new investment trust from popular Scottish fund managers Baillie Gifford, then you get two within a year. After the launch in March 2018 of Baillie Gifford US Growth, we now have Schiehallion Fund. It’s wholly focused on investing in private companies capable of ‘transformational growth’.
HgCapital Trust, the tech-focused private equity fund, is another of my long-term holdings. Its recent results looked very impressive, but it has ambitious (and perhaps risky) plans to become a much larger entity.
We all have stories about investments that got away. One of mine concerns a technology investment trust that I ditched a long time ago.
RIT Capital Partners is my oldest position so it’s tempting to view it through rose-tinted glasses. I first picked up shares in this investment trust back in 1996 and its conservative approach still appeals today.
Smithson Investment Trust (SSON) released an interim report this morning, giving us a decent look at what’s been happening in four and a half months since it joined the market. There was little in the way of surprises and it looks like everything is proceeding to plan.
Whenever I see an investment trust trading at a discount of nearly 50%, my spidey sense starts tingling. There’s either a great opportunity… or great danger. Tetragon Financial Group is one such example. Having seen it mentioned in enthusiastic terms a few times in recent months, I decided it was worthy of a closer look.
The news that the Airbus A380 would stop production in 2021 got a fair amount of press coverage on Thursday. It also provided a timely reminder of the risks of investing in alternative asset funds.
While it might not be top of your checklist, a little knowledge about who runs each investment trust that you own can be useful.
Fancy a low-key trust that has trashed the market for over three decades with the same fund manager at the helm? Well, Rights And Issues Investment Trust fits that bill.
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