JohnBaronPortfolios.co.uk

JohnBaronPortfolios.co.uk
Podcast Description
Previously only available to subscribers of www.johnbaronportfolios.co.uk, you can now listen here to the interviews we’ve conducted with leading investment trust managers, to our regular interviews in future, and to our new monthly podcast (The Two Johns) where John Baron and John Hughman will be discussing the latest investment and sector themes which influence how the website’s 10 live investment trust portfolios achieve a range of risk-adjusted strategies and income levels. The website’s members are notified whenever portfolio changes are made.
Podcast Insights
Content Themes
The podcast highlights various investment strategies and insights with episodes focusing on themes such as last-mile logistics investment, the importance of corporate governance in Japan, and emerging opportunities in Asia. For instance, the podcast has discussed the role of activist investing and the implications of capital preservation trusts, emphasizing market dynamics and sector-specific trends.

Previously only available to subscribers of www.johnbaronportfolios.co.uk, you can now listen here to the interviews we’ve conducted with leading investment trust managers, to our regular interviews in future, and to our new monthly podcast (The Two Johns) where John Baron and John Hughman will be discussing the latest investment and sector themes which influence how the website’s 10 live investment trust portfolios achieve a range of risk-adjusted strategies and income levels. The website’s members are notified whenever portfolio changes are made.
IEM is a specialist investment company that provides investors with exposure to businesses delivering solutions to global environmental challenges, in particular those that enable the more sustainable use of resources including energy and water. Unlike trusts heavily invested in renewable infrastructure, IEM invests directly in equities around the world to tap into long-term structural growth trends driven by the global transition toward a more sustainable and resource-efficient economy.
In the first of two interviews with the team behind the company, we speak to chairman Glen Suarez, a former investment banker who’s turned his attention to the investment company sector, and past chairman of trusts including Edinburgh Investment Trust (EDIN), Blackrock Throgmorton (THRG), and Bluefield Solar Income (BSIF). We discuss the important but often understated role of investment company boards in driving shareholder returns, the relationship between boards and the investment managers, and – in context of the recent actions of Saba Capital – the importance of dialogue with shareholders, and particularly retail shareholders.

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