PIWORLD Investor Podcasts Reg Hoare: Investment Trusts - An investing panacea for pandemics update
Reg’s Investment Trust performance during 2020 played out very positively. Here, Reg follows-up on some of the Investment Trusts he mentioned in his last presentation (given May 2020), he tells us what he top sliced and what he’s bought into, his top pick, and the market outlook. If you didn’t see the original presentation it’s worth a look. It provides a comprehensive guide to buying Investment Trusts, what they are, selection criteria, Reg’s preferences, and what to expect. Click here to watch it. For now, here’s the update:
How did investment trusts perform in 2020? – 00:33
Reg’s performance 2020 - 03:36
Performance of the cashed-up ITs - 04:53
IT laggards in 2020 - 07:34
What’s Reg been buying or selling? - 10:00
Reg’s IT picks for 2021 - 16:20
Mercia Asset Management - 17:30
The market outlook for 2021 - 20:35
Other Investment Trusts mentioned 16:28: Chrysalis Investments (CRS), Allied Minds (ALM), BP March (BPM), Schroder UK Public Private (SUPP) Tetragon Financial Group (TFG), Macu Property Opportunities (MPO), Crystal Amber (CRS), Dunedin Enterprise (DNE), EPE Special Opportunities (ESO), Hansa Investment Company (HANA)
About Reg Hoare
Reg is a Managing Director of Engine MHP Communications, the leading Financial & Corporate PR firm where he specialises in advising mid-market companies, from FTSE 250 to AIM 100. He has over 35 years’ City experience including a decade in investment banking and securities. In his spare time he is an active private investor, managing his own SIPP and other investments. Reg can be followed on twitter @reghoare