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Monthly round-up of investment trust news
Description
Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news, reviews and interviews in the investment trust world in July.
We discuss how the sale of one of Hg Capital’s holdings could be a positive sign for the private equity sector and what implications the biggest one-day gains in US small companies’ history could have on the asset class.
We also bring you the highlights from the second round of our small-cap webinar series with Gabriel Sacks, manager of abrdn Asia Focus, Robin West, manager of Invesco Perpetual UK Smaller Companies and, finally, Christopher Berrier of Brown Advisory US Smaller Companies.
We round things off with the key talking points from our recent interview with Olivia Markham, manager of BlackRock World Mining.
0:00 Welcome
0:18 Hg Capital disposal
02:43 Sale of Graphcore
05:34 Performance of US small-cap equities
06:59 Small-cap event round-up
07:25 abrdn Asia Focus
10:31 Invesco Perpetual UK Smaller Companies
13:55 Brown Advisory US Smaller Companies
16:28 Interview with Olivia Markham, BlackRock World Mining
20:11 Risk warning