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Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk . Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfo...

PPET is a UK-listed investment company offering liquidaccess to European mid-market private equity. Managed by Patria Investmentssince 2024, with Alan Gauld continuing to lead the long-standing team, thetrust aims to deliver long-term total returns through a diversified mix ofprimary fund commitments, secondaries and an increasing allocation to directco-investments. Its focus is on mid-market busi...

Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk . Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfo...

FGEN is a London-listed investment company managed by Foresight Group, targeting a sustainable,progressive dividend alongside long-term capital preservation. Formerly knownas JLEN Environmental Assets, the trust invests in a highly diversifiedportfolio of environmental infrastructure aligned with decarbonisation andresource efficiency. Its assets span renewable energy generation - includingwind, s...

BIOG is a specialist, pure-play investment trust focused on achieving long-term capital growth from the global biotechnology sector. Managed by OrbiMed, one ofthe world’s leading healthcare investors, the trust combines deep scientific, clinical, and financial analysis to identify companies developing innovative new medicines. Its portfolio is deliberately biased towards emerging and mid-cap biote...

Welcome toThe Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk .Each month, John Baron joins former Investors' Chronicle editor John Hughman todiscuss the big themes dominating the investment landscape and the importantissues affecting the sector, while explaining how these are influencing the waythe website's ten live investment trust portfolios...

Launched in1891, CTY is one of the UK’s oldest and best-known investment companies, with along-standing focus on delivering a rising income alongside long-term capitalgrowth. The trust invests predominantly in UK-listed equities, although many ofits holdings generate a significant proportion of revenues overseas, and it hasthe flexibility to invest up to 20% of assets in overseas stocks. CTY ispar...

FGT is oneof the UK market’s largest and most established investment trusts, aiming todeliver long-term capital growth and a growing income stream from aconcentrated portfolio of predominantly UK-listed companies. Managed since 2000by Nick Train , the trust follows a distinctive conviction-ledphilosophy, investing in high-quality businesses with strong brands, durablecompetitive advantages, and th...

Welcome toThe Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk .Each month, John Baron joins former Investors' Chronicle editor John Hughman todiscuss the big themes dominating the investment landscape and the importantissues affecting the sector, while explaining how these are influencing the waythe website's ten live investment trust portfolios...

Launched in 2021, SSIT is the world’s first listed investment trust dedicated solely to SpaceTech. Managed by Seraphim Space, the specialist investor seeks to deliver long-term capital growth by backing a concentrated portfolio of later-stage space technology companies with proven products and commercial traction. With around $480m of assets under management across its platforms, Seraphim focuses...

Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk . Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfo...

BIPS aims to deliver a high level of income with thepotential for capital growth from a diversified portfolio of corporate bonds. The trust primarily invests in sterling and other major-currency bonds issued by companies, combining higher-yielding credits with investment-grade holdings to balance risk and return. Its closed-ended structure allows the use of modest gearing - typically around 10–15%...

MYI is a diversified global equity income investmenttrust managed by abrdn’s Samantha Fitzpatrick and Martin Connaghan. With a globally unconstrained remit, the trust aims to deliver an above-average dividend yield alongside long-term real growth in both income and capital. The managers build a high-conviction portfolio of around 50 high-quality businesses from across developed and emerging market...

Welcome toThe Two Johns, the investment trust podcast brought to you by the website  www.johnbaronportfolios.co.uk . Each month,John Baron joins former Investors' Chronicle editor John Hughman to discuss thebig themes dominating the investment landscape and the important issuesaffecting the sector, while explaining how these are influencing the way thewebsite's ten live investment trust portfolios...

Formerly Aberdeen Asian Smaller Companies, AAS is an investment company focusing on high-quality small caps across Asia ex-Japan through a concentrated, high-conviction portfolio of roughly 50 names, built from deep, on-the-ground research and a quality-first philosophy. The portfolio is deliberately differentiated from its benchmark, the MSCI AC Asia ex Japan Small Cap Index, and diversified acro...

BRAI is a systematic, active equity investment companytargeting US value stocks with the dual aim of delivering consistent returns and a 6% annual dividend yield. The trust applies four decades of BlackRock’s systematic investing expertise, combining advanced data science, AI, and portfolio construction discipline to outperform the Russell 1000 Value Index. Its structure allows for long-term capit...

Welcome to The Two Johns, the investment trust podcastbrought to you by the website www.johnbaronportfolios.co.uk . Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust...

JEDT aims to deliver long-term capital growth by investing in high-quality smaller companies across continental Europe. Rebranded from the Small Cap Trust, its new identity reflects its focus on uncovering under-researched and overlooked businesses with strong growth potential. With a benchmark of the MSCI Europe ex-UK Small Cap Index, the trust is managed by Jon Ingram, Jules Bloch and Jack Feath...

Welcome to The Two Johns, the investment trust podcast brought to you by the website  www.johnbaronportfolios.co.uk . Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portf...

Launched in 2023 in the teeth of volatile conditions marked by rising interest rates, the Ukraine crisis, and banking sector turmoil, ONWD is one of only a handful of UK investment companies to have made it to market in recent years. Under the leadership of manager Laurence Hulse, the trust’s focus is on smaller UK companies, applying a contrarian philosophy that seeks value in overlooked or misun...

In this episode, John Hughman welcomes back Keith Watson and Robert Crayfourd from New City Investment Management to discuss GCL, a UK-listed investment trust focused on the global nuclear energy sector. Managed by Keith and Robert, the trust is uniquely positioned to capitalise on the resurgence of nuclear power, with a mandate that allows them to invest across the full supply chain. As governmen...

Welcome to The Two Johns, the investment trust podcast brought to you by the website  www.johnbaronportfolios.co.uk . Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portf...

MTE is managed by George Cooke at Montanaro Asset Management and focuses on delivering capital growth through investments in high-quality, niche smaller companies across continental Europe. The company is held in a number of portfolios and aims to identify well-managed businesses with strong balance sheets, sustainable profitability, and clear structural growth opportunities. Its approach delibera...

SOI is a UK-listed investment company which aims to deliver income and capital growth through investments in dividend-paying companies across the Asia Pacific region, excluding Japan. Lead manager Richard Sennitt, who has over 30 years of experience in Asian markets, has managed the trust since 2020. The fund adopts a bottom-up, fundamentally driven approach supported by a large team of analysts b...

<p>Welcome to The Two Johns, the investment trust podcast brought to you by the website <a href="http://www.johnbaronportfolios.co.uk/" target="_blank">www.johnbaronportfolios.co.uk</a>. Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues aff...