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JohnBaronPortfolios.co.uk

John Hughman
Jpmorgan Global Core Real Assets Trust
Investment Strategy
Real Estate
Diversification
City Of London Investment Trust
Infrastructure
Investment Trusts
Life Science REIT
Inflation
Interest Rate Environment
Transportation
Ironstone Asset Management
Janus Henderson
UK Market
Asia
North America
GSK
Asia Pacific Equity
Oxford
Cambridge

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 investme... more

PublishesTwice monthlyEpisodes79Founded10 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for JohnBaronPortfolios.co.uk

Latest Episodes

JEDT aims to deliver long-term capital growth by investing in high-quality smaller companies across continental Europe. Rebranded from the Small Cap Trust, its new identity reflects its focus on uncovering under-researched and overlooked businesses w... more

Launched in 2023 in the teeth of volatile conditions marked by rising interest rates, the Ukraine crisis, and banking sector turmoil, ONWD is one of only a handful of UK investment companies to have made it to market in recent years. Under the leader... more

In this episode, John Hughman welcomes back Keith Watson and Robert Crayfourd from New City Investment Management to discuss GCL, a UK-listed investment trust focused on the global nuclear energy sector. Managed by Keith and Robert, the trust is uniq... more

MTE is managed by George Cooke at Montanaro Asset Management and focuses on delivering capital growth through investments in high-quality, niche smaller companies across continental Europe. The company is held in a number of portfolios and aims to id... more

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Recent Guests

James Thom
Senior Investment Director of Asian Equities at Aberdeen Investment Managers and Co-Manager of the Aberdeen New India Investment Trust
Aberdeen Investment Managers
Episode: Abrdn New India Investment Trust (ANII)
Alex Crooke
Lead manager of the Bankers Investment Trust, managing the trust since 2003.
Bankers Investment Trust
Episode: Bankers Investment Trust (BNKR)
Masaki Taketsume
Lead Manager for the Schroder Japan Trust with 30 years of experience in the investment industry.
Schroder Japan Trust
Episode: Schroder Japan Trust (SJG)
Julian Bishop
Co-lead portfolio manager at the Brunner Investment Trust
Brunner Investment Trust
Episode: Brunner Investment Trust (BUT)
David Smith
Fund manager of Henderson High Income
Henderson High Income
Episode: Henderson High Income (HHI)
Simon Gergel
Manager of the Merchants Investment Trust and head of UK Equities at Allianz
Allianz
Episode: Merchants Trust (MRCH)
Alexander Darwall
Chief Investment Officer of the European Opportunities Trust
European Opportunities Trust
Episode: European Opportunities Trust (EOT)
Woody Stileman
Managing Director of Business Development at RTW Investments
RTW Investments
Episode: RTW Biotech Opportunities (RTW)
Richard Hulf
Co-founder of HydrogenOne Capital, which runs the HydrogenOne Capital Growth Investment Company
HydrogenOne Capital
Episode: HydrogenOne Capital Growth (HGEN)

Host

John Hughman
Co-host and finance expert known for his analytical approach to investment management and market strategies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#216
United Kingdom/Business/Investing
Apple Podcasts
#80
Spain/Business/Investing
Apple Podcasts
#157
Spain/Business

Talking Points

Recent interactions between the hosts and their guests.

Aurora Investment Trust (ARR)
Q: How do you navigate the current market conditions as a value investor?
We stick to our long-term views and investment strategies without changing our fundamental approach, even if valuations seem inflated or difficult.
Aurora Investment Trust (ARR)
Q: How do you evaluate management?
We meet management at the end of our research process and try to assess their integrity and ability to tell the truth. We gather a lot of background information and question them differently to gauge their honesty.
Aurora Investment Trust (ARR)
Q: Can you talk us through your investment philosophy and principal strategies?
We believe every business can be viewed as a pot of capital earning a return, and we look for businesses that can sustainably earn high returns on capital, ideally 15%.
Life Science REIT (LABS)
Q: What is the balance of the portfolio between acquired assets and those you are building from the ground up?
Simon shares that about 45% of their portfolio consists of pure life science assets, with a significant ongoing development project in Oxford.
Life Science REIT (LABS)
Q: Could you tell us a little bit about yourself and Life Science REIT?
Simon Farnsworth explains the origins and vision behind Life Science REIT focusing on life sciences in the UK.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About JohnBaronPortfolios.co.uk

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Focusing on the world of investment trusts, guests share insights on market conditions, investment strategies, and performance analysis across various sectors. The discussions often highlight specific trusts and their management approaches, particularly regarding dividend strategies and capital growth. Episodes cover a range of topics like European equities, Asian markets, and niche sectors like biotech and renewable energy, aiming to complement traditional investment knowledge with expert opinions from finance professionals. Uniquely, the series includes deep dives into individual funds and their management philosophies, making it particularly valuable for listeners interested in understanding complex investment strategies in detail.

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2. Merryn Talks Money
3. On The Money
4. AJ Bell Money & Markets
5. The Personal Investor

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JohnBaronPortfolios.co.uk launched 10 months ago and published 79 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on JohnBaronPortfolios.co.uk?

Recent guests on JohnBaronPortfolios.co.uk include:

1. James Thom
2. Alex Crooke
3. Masaki Taketsume
4. Julian Bishop
5. David Smith
6. Simon Gergel
7. Alexander Darwall
8. Woody Stileman

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