PA TV
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PA TVBack of the NAV Season 2: Episode 19
With two weeks left to go of the season, the BotNAV co-managers welcome back guest Chelsea Financial Services and FundCalibre MD Darius McDermott, and report themselves to the FCA for a portfolio mishap.
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PA TVTrust Talk with Charlotte Cuthbertson, co-manager, MIGO Opportunities Trust
With the average investment trust trading at a double-digit discount, MIGO Opportunities Trust co-manager Charlotte Cuthbertson discusses how she weighs up whether a trust represents an opportunity or a value trap
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PA TV
Back of the NAV Season2: Episode 18
With the decision to play two chips in two weeks paying off, the BotNAV co-managers begin to dream of a first-quartile finish.
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InvestmentsView from the top: Kiran Nandra, Jupiter Asset Management
Jupiter Asset Management’s head of equities Kiran Nandra on how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients.
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PA TV
Back of the NAV Season 2: Episode 17
Ahead of ‘leveraging’ their bench boost, the BotNAV managers console themselves that, while they may not have much a strategy, boy, can they stick to it.
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PA TVSpring Congress 2025: Interview with Nick Dumas-Williams
Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.
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PA TVIn 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.
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PA TV
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’.
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PA TVTrust 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.
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PA TV
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?
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PA TV
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.
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PA TVTrust 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.