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JohnBaronPortfolios.co.uk

John Hughman
Investment Trusts
Jpmorgan Global Core Real Assets Trust
Investment Strategy
Urban Logistics REIT
Real Estate
Henderson High Income
Interest Rates
Diversification
Inflation
Dividends
Last Mile Logistics
UK Equities
Infrastructure
India
E-Commerce Growth
City Of London Investment Trust
Transportation
Dividend Growth
Merchants Trust
UK Real Estate Market

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

PublishesMonthlyEpisodes97Foundeda year ago
Number of ListenersCategories
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Artwork for JohnBaronPortfolios.co.uk

Latest Episodes

CGT is a long-established, defensively positioned multi-asset investment company focused on preserving and steadily growing investors’ real wealth over time. Managed byCG Asset Management, the trust aims to deliver long-term returns ahead of inflatio... more

PPET is a UK-listed investment company offering liquidaccess to European mid-market private equity. Managed by Patria Investmentssince 2024, with Alan Gauld continuing to lead the long-standing team, thetrust aims to deliver long-term total returns t... more

FGEN is a London-listed investment company managed by Foresight Group, targeting a sustainable,progressive dividend alongside long-term capital preservation. Formerly knownas JLEN Environmental Assets, the trust invests in a highly diversifiedportfol... more

BIOG is a specialist, pure-play investment trust focused on achieving long-term capital growth from the global biotechnology sector. Managed by OrbiMed, one ofthe world’s leading healthcare investors, the trust combines deep scientific, clinical, and... more

FGT is oneof the UK market’s largest and most established investment trusts, aiming todeliver long-term capital growth and a growing income stream from aconcentrated portfolio of predominantly UK-listed companies. Managed since 2000by Nick Train, the... more

Launched in 2021, SSIT is the world’s first listed investment trust dedicated solely to SpaceTech. Managed by Seraphim Space, the specialist investor seeks to deliver long-term capital growth by backing a concentrated portfolio of later-stage space t... more

BIPS aims to deliver a high level of income with thepotential for capital growth from a diversified portfolio of corporate bonds. The trust primarily invests in sterling and other major-currency bonds issued by companies, combining higher-yielding cr... more

Formerly Aberdeen Asian Smaller Companies, AAS is an investment company focusing on high-quality small caps across Asia ex-Japan through a concentrated, high-conviction portfolio of roughly 50 names, built from deep, on-the-ground research and a qual... more

Key Facts

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Recent Guests

Alan Gauld
Lead Manager at Patria Private Equity Trust
Patria Private Equity Trust
Episode: Patria Private Equity Trust (PPET)
Charlie Wright
Co-manager of Foresight Environmental Infrastructure Trust (FGEN)
Foresight Group
Episode: Foresight Environmental Infrastructure Trust (FGEN)
Geoffrey Hsu
Manager of the Biotech Growth Trust
OrbiMed Advisors
Episode: The Biotech Growth Trust (BIOG)
Nick Train
Head of Finsbury Growth & Income
Finsbury Growth & Income
Episode: Finsbury Growth & Income Trust (FGT)
Mark Boggett
CEO and co-founder of Seraphim Space Investment Trust
Seraphim Space Investment Trust
Episode: Seraphim Space Investment Trust (SSIT)
Rhys Davies
Fund manager at Invesco
Invesco
Episode: Invesco Bond Income Plus (BIPS)
Gabriel Sacks
Manager of Aberdeen Asia Focus Investment Trust
Aberdeen Standard Investments
Episode: Aberdeen Asia Focus (AAS)
Muzo Kayacan
Director and Co-Portfolio Manager of the BlackRock American Income Trust
BlackRock
Episode: BlackRock American Income Trust (BRAI)
Jack Featherby
Portfolio manager at the JPMorgan European Discovery Trust
JPMorgan Asset Management
Episode: JPMorgan European Discovery Trust (JEDT)

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Talking Points

Recent interactions between the hosts and their guests.

Montanaro European Smaller Companies (MTE)
Q: What role does management play in the investment process?
Management is critical; the team meets with management, reviews the layer beneath, seeks external perspectives, and uses site visits to verify consistency and strategy alignment with capital allocation goals.
Montanaro European Smaller Companies (MTE)
Q: How does the team approach stock selection in European small caps?
The team uses an extensive bottom-up checklist to identify high-quality businesses that are focused, simple, profitable, with strong balance sheets and meaningful cash generation, emphasizing structural growth and capable management.
Schroder Oriental Income Fund (SOI)
Q: How do you balance income stability with potential growth in dividends within a diverse Asia-Pacific landscape?
We don't just screen for the highest yields; we seek companies with upside to fair value and a credible path to dividend growth, investing in markets where governance and capital allocation support shareholder returns, while avoiding pockets of the market that are unlikely to pay steady dividends.
Schroder Oriental Income Fund (SOI)
Q: Tell us what sets Schroder Oriental Income apart from the Asia Pacific Fund.
The fund differs mainly in construction: every company that ends up in the portfolio must have a clear income rationale, and we use a bottom-up, fundamental process guided by a large regional analyst team to pick stocks that can pay and grow dividends rather than simply high yields.
Onward Opportunities (ONWD)
Q: How do you generate ideas and decide what to buy?
We generate our own pipeline through six screening systems, look for dawn, dust, and deep-value opportunities, and supplement with network input, then conduct thorough, multi-year forward-looking analyses before presenting to the investment committee.

Audience Metrics

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

Frequently Asked Questions About JohnBaronPortfolios.co.uk

What is JohnBaronPortfolios.co.uk about and what kind of topics does it cover?

This show features in-depth conversations with senior investment professionals who manage or structure investment trusts, funds, and portfolios. Episodes commonly explore investment philosophy, portfolio construction, governance, and the operational specifics of delivering income and growth within varied markets. Notable themes include the role of data-driven and tech-enabled investing, AI's influence on stock and risk management, and sector deep dives (biotech, space, energy/resources, and regional equities). The format often includes practical examples, management access insights, and real-world considerations like gearing, discount control, and issuer risk. A standout aspect is the heavy emphasis on due diligence, ownership mindset, and ... more

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JohnBaronPortfolios.co.uk launched a year ago and published 97 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. Alan Gauld
2. Charlie Wright
3. Geoffrey Hsu
4. Nick Train
5. Mark Boggett
6. Rhys Davies
7. Gabriel Sacks
8. Muzo Kayacan

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