
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
| Publishes | Monthly | Episodes | 97 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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
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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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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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