Flexible investment sector Archives – IT Investor

Caledonia Investments: Keeping It In The Family

ITinvestor — Thu, 03 Dec 2020 11:00:24 +0000

Caledonia Investments is one of several ‘family-run’ investment trusts that have very respectable long-term records but have struggled to keep up with global market indices in recent years. Its nearest equivalents are probably RIT Capital Partners and Hansa, rather than investment trusts like Witan and Brunner where the family concerned have now taken more of…

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RIT Capital Partners: 2020 Could Be A Defining Year

ITinvestor — Tue, 07 Apr 2020 09:10:49 +0000

RIT Capital Partners is one of a number of conservatively managed global investment trusts that I hold in an attempt to give my portfolio a little ballast. It seems like a good time to see how that’s working out! 23 years and counting RIT Capital Partners has the dubious honour of being my longest-held position,…

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Personal Assets Trust: Bear Turned Up To 11

ITinvestor — Tue, 04 Feb 2020 09:50:52 +0000

A few investment trusts cater to those of a nervous disposition, holding a range of lower-risk assets. Personal Assets Trust, with 58% in cash/short-term bonds and 9% in gold, is perhaps the most bearish of the lot. Personal Assets’ investment policy is “to protect and increase (in that order) the value of shareholders’ funds per…

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Capital Gearing Trust: Playing Ultra-Defensive

ITinvestor — Tue, 26 Nov 2019 09:45:20 +0000

If you’re looking for an investment company that can bolster your portfolio’s defences then Capital Gearing Trust might fit the bill. Since Peter Spiller took over in 1982, it’s had just one down year in net asset value terms. Even then, it lost just 2.5%. Capital Gearing Trust’s dual objectives are to: preserve shareholders’ real…

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Flexible Friends: Trusts That Have Got Your Back

ITinvestor — Tue, 12 Nov 2019 13:30:14 +0000

One of the things I like most about investment trusts is that they aren’t too many of them. You have plenty of choices, but not so much that paralysis sets in. There are around 400 investment trusts and that number has stayed at roughly the same level for more than a decade. By way of…

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Caledonia Bets Big On Private Equity

ITinvestor — Tue, 06 Aug 2019 08:00:24 +0000

Caledonia's most recent financial year was pretty good, but its discount and costs remain an issue.

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RIT Capital Partners: Still On The Defensive

ITinvestor — Wed, 06 Mar 2019 13:24:51 +0000

RIT Capital Partners sees risks everywhere it looks.

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The Tale Of Tetragon And The Dastardly Discount

ITinvestor — Tue, 19 Feb 2019 16:10:34 +0000

Tetragon, which invests in a diverse range of alternative assets, trades on a massive discount for a variety of reasons. It's a risky but potentially lucrative opportunity.

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RIT Capital Partners: Protecting The Downside

ITinvestor — Fri, 06 Jul 2018 12:35:24 +0000

My thoughts on RIT Capital Partners. It trades as a hefty premium, but does it deserve to?

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