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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
Transportation
Interest Rate Environment
Ironstone Asset Management
Janus Henderson
UK Market
North America
Asia
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

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Artwork for JohnBaronPortfolios.co.uk

Latest Episodes

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

BRAI is a systematic, active equity investment companytargeting US value stocks with the dual aim of delivering consistent returns and a 6% annual dividend yield. The trust applies four decades of BlackRock’s systematic investing expertise, combining... more

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

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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 former Investors' Chronicle editor providing expertise in investment analysis and commentary.

Chart Rankings

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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.

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This podcast focuses on investment strategies, highlighted by discussions with leading investment trust managers and insights into current market themes. It features conversations around specific investment trusts, market conditions, and the performance of various asset classes, backed by expert opinions. Notably, the hosts offer a range of perspectives on portfolio management, emphasizing the importance of dividends and income generation for private investors. With a practical approach, the content is aligned with the financial needs and interests of both seasoned investors and those seeking to deepen their understanding of investment opportunities.

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2. Merryn Talks Money
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JohnBaronPortfolios.co.uk launched a year ago and published 82 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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