JohnBaronPortfolios.co.uk

JEGI is a London-listed investment company offering investors diversified access to European equities outside the UK and is a core holding within several portfolios. Managed by Tim Lewis alongside Zana Shuhabber and Alexander Fitzalan Howard, the company aims to deliver both capital growth and a reliable income stream, targeting a 4% dividend yield paid quarterly. The company employs a flexible an...

IEM is a specialist investment company that provides investors with exposure to businesses delivering solutions to global environmental challenges, in particular those that enable the more sustainable use of resources including energy and water. Unlike trusts heavily invested in renewable infrastructure, IEM invests directly in equities around the world to tap into long-term structural growth tren...

Welcome to The Two Johns, the investment trust podcast brought to you by the website. 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 portfolios are being managed. In this...

IEM is a specialist investment company that provides investors with exposure to businesses delivering solutions to global environmental challenges, in particular those that enable the more sustainable use of resources including energy and water. Unlike trusts heavily invested in renewable infrastructure, IEM invests directly in equities around the world to tap into long-term structural growth tren...

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...

NCYF is a closed-ended investment company focused on generating a high level of income, primarily through a diversified portfolio of high-yielding fixed income securities. Managed by Ian ‘Franco’ Francis of CQS, the fund targets opportunities in sub-investment grade credit, with a strong emphasis on capital preservation and careful risk management. With nearly 19 years of consistent performance un...

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...

Montanaro Asset Management, founded in 1991 by anthropologist-turned-investor Charles Montanaro, has carved a distinctive niche in UK small-cap investment. With a team of 39, including 18 long-serving analysts and fund managers, the firm manages approximately £3 billion in assets. Montanaro’s unconventional background and early experiences in private equity shaped his vision of applying a private...

CVCG is an investment company specialising in Europeancorporate debt, with a core focus on senior secured loans and sub-investment grade credit. Its primary objective is to generate a reliable income stream, but it also seeks capital growth by identifying undervalued credit opportunities - bonds and loans trading below par. The trust benefits from a dedicated team of analysts based in London and N...

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...

MRC has a long-standing reputation in the UK investment trust sector, having been established in 1884. Its core focus since 1994 has been on generating long-term capital growth and rising dividends from a 70-strong portfolio of UK-listed mid and small-cap companies. The company adopts a quality growth strategy, targeting high-return, competitively advantaged companies trading at attractive valuati...

NAIT, now managed by Janus Henderson since August 2024, is designed to offer investors a disciplined portfolio that blends income and growth within the North American market. Led by Fran Radano, the trust differentiates itself by seeking high-quality, dividend-paying companies, rather than simply following high-growth trends like the Magnificent Seven. With a focus on sustainable earnings, capital...

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...

CYN and GPM are investment trusts managed by New City Investment Management, which specialise in naturalresources and precious metals. CYN offers diversified exposure to global mining, energy, and commodity markets, including base metals, gold, and shipping, aiming to generate high yields and long-term capital growth. GPM, on the other hand, is a more focused trust dedicated to the precious metals...

Holding almost £1.5bn of assets, VEIL is the largest of three major trusts focusing exclusively on Vietnam, with a mandate of seeking long-term capital growth by investing in companies primarily operating in Vietnam. The company’s largest sector weightings are towards telecoms, technology, and financials. In this interview, Dominic Scriven OBE, Chairman and Founder of Dragon Capital, the asset man...

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...

Co-managed by Ian Lance alongside Nick Purves, TMPL is a prominent UK equity income fund best known for its value-investing approach. Focused on income and long-term growth, it targets investments in undervalued areas such as financials, energy, and turnaround situations, which has helped it deliver returns far in excess of the UK investment company average, including a 19% return in 2024, more th...

ANII is a single-county investment company focused on India's equity market. It aims for long-term capital growth by targeting high-quality companies with strong fundamentals, leveraging a bottom-up investment approach to identify ‘compounders’ — businesses capable of delivering consistent outperformance over time. India’s robust macroeconomic reforms, favourable demographic trends, and structural...

Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk . Each month, John Baron will be joining 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 inves...

SHED is a real estate investment trust specializing in last-mile logistics used in supply chain fulfilment. The company focuses on ‘mid-box’ properties (20,000–200,000 square feet) near urban areas and key transport hubs. Since its IPO in 2016, Urban Logistics has grown its portfolio to 134 properties worth £1.2 billion, with a strategy centred on active asset management, value creation, and low-r...

BNKR is a FTSE 250-listed investment company focused on delivering long-term capital growth in excess of its FTSE World Index benchmark and inflation-beating income growth to its shareholders. Established in 1888, it invests in a diversified portfolio of global equities aiming to tap into global trends in GDP growth, in particular the rapid growth on offer in Asia. That’s translated into a 57-year...

Welcome to The Two Johns, the new investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining 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...

SJG is an investment company whose aim is to deliver capital growth in excess of the Tokyo Stock Exchange’s First Section Total Return index, an objective it’s consistently delivered on over the last decade. The company runs a high-conviction portfolio of around 60 stocks across a range of sectors, taking a value-led, bottom-up approach to stock selection within thematic areas it’s identified as l...

Welcome to The Two Johns, the new investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining 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...

Established nearly a century ago, BUT is a long-standing, family-oriented investment company founded by Sir John Brunner, who reinvested the proceeds from selling his soda ash business to form the company. Primarily designed as a vehicle for wealth preservation across generations, the Brunner family retains a significant 28% stake in it. With assets exceeding £600 million, the trust has consistent...