Description
Book Synopsis John Baron is a columnist, author and the founder of the investment trust website.
He is best known to readers of the FT's Investors Chronicle for having successfully managed two real investment trust portfolios since 2009 - as measured by their respective MSCI PIMFA benchmarks. His popular monthly column is closely followed and helps investors - private and professional - with their investments.
John has used investment trusts for over 35 years. After university and the Army, in a career spanning 14 years, he ran a broad range of charity and private client portfolios as a director of both Henderson Private Clients and then Rothschild Asset Management (RAM).
Table of Contents
- 1 What are investment trusts?
- 2 Better performance
- 3 Competitive fees
- 4 Structural advantages
- 5 Geared tailwinds
- 6 Discount opportunities
- 7 Dividend heroes
- 8 Independent board
- 9 Good communication
- 10 Comparing investment trusts
- 11 Perspectives – three fund managers
- 12 Perspectives – the AIC and a board director
- 13 Perspectives – an analyst, a shareholder and an editor
- 14 Deciding investment objectives
- 15 Accessing markets
- 16 First principles
- 17 More considerations
- 18 Further considerations
- 19 The Summer portfolio
- 20 Recent commentaries
