Money Makers Podcast - Smithson
Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Barnard, manager of the Smithson Investment Trust.
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Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Barnard, manager of the Smithson Investment Trust.
In this podcast, recorded last month before the mini-Budget, fund manager Simon Barnard tells Gavin Lumsden how he is keeping faith with his stock picks, including Fevertree (FEVR), which has struggled with shipping its premium tonics to the US.
I suspect you have all heard about the gilt market’s impact on UK pension funds’ liability driven investment (LDI) strategies. Why did this meltdown happen and who is to blame?
Beware of emails purporting to be from Fundsmith which have fake reply addresses using the domain fundsmithequity.com
Simon Barnard discusses Smithson and his view of recent financial market turbulence at length with Jonathan Davis, editor of the Investment Trusts Handbook and the Money Makers newsletter (www.money-makers.co).
The trust has been a strong performer and is sticking to a tried and tested strategy.
The Times' Tempus column discusses Smithson Investment Trust.
Beware of emails purporting to be from Fundsmith which have fake reply addresses using the domains; FUNDSMITH-CO.UK and ONLINE-FUNDSMITH.CO.UK
6 September 2021: Fundsmith LLP, the fund manager founded by Terry Smith in 2010, has been confirmed by the Financial Reporting Council (FRC) as a signatory to the UK Stewardship Code.
It follows the same process as the popular Fundsmith Equity Fund but invests in different stocks.
A fast-food chain that specialises in chicken wings and a rapidly growing pest-control business are the latest stocks to form part of the giant investment trust overseen by the star fund manager Terry Smith.
Fundsmith Equity Fund, the fund founded by Terry Smith in 2010, has been awarded a AAA Rating by Square Mile Research.
Questor investment trust bargain: Smithson, the Fundsmith for smaller stocks, proved itself during the pandemic last year
Fundsmith LLP, the fund management company founded by Terry Smith, announces the appointment of Paul Mainwaring as Chief Financial Officer.
Smithson Investment Trust: two favourite stocks
Daily Mail - The Smithson Investment Trust: Terry Smith's listed fund focuses on small and mid-sized companies around the world including Fevertree. Read the Daily Mail's article on the Smithson Investment Trust.
Global smaller companies investment trust Smithson (SSON) smashed its benchmark in the first half of this year, outperforming by a wide margin despite market turmoil due to the coronavirus pandemic.
Smithson Investment Trust manager Simon Barnard says he felt “comfortable buying heavily” in the first six months of the year during which he added two names to the portfolio and the trust handsomely outperformed its benchmark.
There is a lot to lose and little to gain from market timing
I last wrote about the problems of so-called market timing in these pages in 2013 (Market timing: don't try this at home). With the Covid-19 pandemic dominating the news and recent volatility on world stock markets, you may have heard a lot about market timing again.
You may have seen some media articles about a new fund that we have recently registered, the Fundsmith Long/Short Fund. The fund has been set-up to manage a portion of Terry’s assets that had hitherto been invested in bonds where yields are now near zero. The fund is not run by Terry Smith or being marketed to investors.
Read the full statement...