This week, the BotNAV co-managers talk to Tyndall’s James Sullivan about how his four-premium set-up and focus on the ‘points-per-million’ metric has propelled his team towards the top of our league.
PA Plus
In the Hot Seat: Andy Draycott and Abhinav Mehra, Chikara India Investment Team
The Chikara Indian Subcontinent Fund investment team discuss India’s evolving middle class consumer story, Modi’s impact on corporates and GDP doubling over the next decade.
Back of the NAV Season 2: Episode 16
The BotNAV co-managers cover the main discussion points of the last two gameweeks, including the attractions of a concentrated portfolio – also known as ‘not being able to field a full team of players’.
Trust Talk with William MacLeod, managing director, commercial, Gravis
With the deadline to respond to the FCA’s CCI consultation approaching on 20 March, Gravis managing director William Macleod discusses how the Cost Disclosure campaign group will respond, and why he believes investment trusts should not fall under the new regime’s scope.
Back of the NAV Season 2: Episode 15
‘Back to Pickford’ has been doing far too well in recent weeks so what else could the BotNAV co-managers do but invite manager Craig Allen from Julius Baer on to the pod as a guest?
Back of the NAV Season 2: Episode 14
Reflecting on some improved performance, the BotNAV co-managers conclude the assistant manager chip maybe wasn’t so bad after all.
Trust Talk with Richard Stone, CEO, AIC
In the first episode of this new series, the AIC’s Richard Stone discusses shareholder engagement and whether there are any lessons to be learned from shareholder activism in the investment trust sector.
Green Dream with Olly Hughes of Gresham House
Gresham House’s director of forestry, Olly Hughes, offers an update on the International Sustainable Forestry Coalition, discusses the EU Deforestation Regulation and considers how COP30 being hosted in Brazil could be the catalyst for high-level discussions on finding the balance between timber production and nature restoration.
