JohnBaronPortfolios.co.uk
Episodes
The Biotech Growth Trust (BIOG)
11 May 2026
Contributed by Lukas
BIOG is a specialist, pure-play investment trust focused on achieving long-term capital growth from the global biotechnology sector. Managed by OrbiMe...
The Two Johns
09 May 2026
Contributed by Lukas
Welcome toThe Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk.Each month, John Baron joins former ...
City of London (CTY)
23 Apr 2026
Contributed by Lukas
Launched in1891, CTY is one of the UK’s oldest and best-known investment companies, with along-standing focus on delivering a rising income alongsid...
Finsbury Growth & Income Trust (FGT)
03 Apr 2026
Contributed by Lukas
FGT is oneof the UK market’s largest and most established investment trusts, aiming todeliver long-term capital growth and a growing income stream f...
The Two Johns
20 Mar 2026
Contributed by Lukas
Welcome toThe Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk.Each month, John Baron joins former ...
Seraphim Space Investment Trust (SSIT)
13 Mar 2026
Contributed by Lukas
Launched in 2021, SSIT is the world’s first listed investment trust dedicated solely to SpaceTech. Managed by Seraphim Space, the specialist investo...
The Two Johns
27 Feb 2026
Contributed by Lukas
Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins forme...
Invesco Bond Income Plus (BIPS)
13 Feb 2026
Contributed by Lukas
BIPS aims to deliver a high level of income with thepotential for capital growth from a diversified portfolio of corporate bonds. The trust primarily ...
Murray International Trust (MYI)
03 Feb 2026
Contributed by Lukas
MYI is a diversified global equity income investmenttrust managed by abrdn’s Samantha Fitzpatrick and Martin Connaghan. With a globally unconstraine...
The Two Johns
28 Jan 2026
Contributed by Lukas
Welcome toThe Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month,John Baron joins former...
Aberdeen Asia Focus (AAS)
14 Jan 2026
Contributed by Lukas
Formerly Aberdeen Asian Smaller Companies, AAS is an investment company focusing on high-quality small caps across Asia ex-Japan through a concentrate...
BlackRock American Income Trust (BRAI)
04 Jan 2026
Contributed by Lukas
BRAI is a systematic, active equity investment companytargeting US value stocks with the dual aim of delivering consistent returns and a 6% annual div...
The Two Johns
12 Dec 2025
Contributed by Lukas
Welcome to The Two Johns, the investment trust podcastbrought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins former...
JPMorgan European Discovery Trust (JEDT)
24 Nov 2025
Contributed by Lukas
JEDT aims to deliver long-term capital growth by investing in high-quality smaller companies across continental Europe. Rebranded from the Small Cap T...
The Two Johns
10 Nov 2025
Contributed by Lukas
Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins form...
Onward Opportunities (ONWD)
03 Nov 2025
Contributed by Lukas
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 o...
Geiger Counter (GCL)
13 Oct 2025
Contributed by Lukas
In this episode, John Hughman welcomes back Keith Watson and Robert Crayfourd from New City Investment Management to discuss GCL, a UK-listed investme...
The Two Johns
06 Oct 2025
Contributed by Lukas
Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins form...
Montanaro European Smaller Companies (MTE)
22 Sep 2025
Contributed by Lukas
MTE is managed by George Cooke at Montanaro Asset Management and focuses on delivering capital growth through investments in high-quality, niche small...
Schroder Oriental Income Fund (SOI)
08 Sep 2025
Contributed by Lukas
SOI is a UK-listed investment company which aims to deliver income and capital growth through investments in dividend-paying companies across the Asia...
The Two Johns
01 Sep 2025
Contributed by Lukas
<p>Welcome to The Two Johns, the investment trust podcast brought to you by the website <a href="http://www.johnbaronportfolios.co.uk/&q...
JPMorgan European Growth & Income (JEGI)
22 Aug 2025
Contributed by Lukas
JEGI is a London-listed investment company offering investors diversified access to European equities outside the UK and is a core holding within seve...
Impax Environmental Markets (IEM) – part 2: the managers
12 Aug 2025
Contributed by Lukas
IEM is a specialist investment company that provides investors with exposure to businesses delivering solutions to global environmental challenges, in...
The Two Johns
04 Aug 2025
Contributed by Lukas
Welcome to The Two Johns, the investment trust podcast brought to you by the website. Each month, John Baron joins former Investors' Chronicle editor ...
Impax Environmental Markets (IEM) - part 1: the Board
22 Jul 2025
Contributed by Lukas
IEM is a specialist investment company that provides investors with exposure to businesses delivering solutions to global environmental challenges, in...
Schroder Oriental Income Fund (SOI)
14 Jul 2025
Contributed by Lukas
SOI is a UK-listed investment company which aims to deliver income and capital growth through investments in dividend-paying companies across the Asia...
CQS New City High Yield Fund (NCYF)
07 Jul 2025
Contributed by Lukas
NCYF is a closed-ended investment company focused on generating a high level of income, primarily through a diversified portfolio of high-yielding fix...
The Two Johns
30 Jun 2025
Contributed by Lukas
Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins form...
Montanaro UK Smaller Companies (MTU)
23 Jun 2025
Contributed by Lukas
Montanaro Asset Management, founded in 1991 by anthropologist-turned-investor Charles Montanaro, has carved a distinctive niche in UK small-cap invest...
CVC Income & Growth (CVCG)
13 Jun 2025
Contributed by Lukas
CVCG is an investment company specialising in Europeancorporate debt, with a core focus on senior secured loans and sub-investment grade credit. Its p...
The Two Johns
04 Jun 2025
Contributed by Lukas
Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins form...
The Mercantile Trust (MRC)
23 May 2025
Contributed by Lukas
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 generatin...
North American Income Trust (NAIT)
12 May 2025
Contributed by Lukas
NAIT, now managed by Janus Henderson since August 2024, is designed to offer investors a disciplined portfolio that blends income and growth within th...
The Two Johns
05 May 2025
Contributed by Lukas
Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins forme...
CQS Natural Resources Growth & Income (CYN) / Golden Prospect Precious Metals (GPM)
24 Apr 2025
Contributed by Lukas
CYN and GPM are investment trusts managed by New City Investment Management, which specialise in naturalresources and precious metals. CYN offers dive...
Vietnam Enterprise Investment Trust (VEIL)
15 Apr 2025
Contributed by Lukas
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 capit...
The Two Johns Episode 5: Light at the end of the Chunnel
07 Apr 2025
Contributed by Lukas
Welcome to The Two Johns, the investment trust podcastbrought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins former...
Temple Bar Investment Trust (TMPL)
01 Apr 2025
Contributed by Lukas
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 incom...
Abrdn New India Investment Trust (ANII)
14 Mar 2025
Contributed by Lukas
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 ...
The Two Johns
07 Mar 2025
Contributed by Lukas
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 joi...
Urban Logistics REIT (SHED)
25 Feb 2025
Contributed by Lukas
SHED is a real estate investment trust specializing in last-mile logistics used in supply chain fulfilment. The company focuses on ‘mid-box’ prope...
Bankers Investment Trust (BNKR)
11 Feb 2025
Contributed by Lukas
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-...
The Two Johns
24 Jan 2025
Contributed by Lukas
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...
Schroder Japan Trust (SJG)
23 Jan 2025
Contributed by Lukas
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 obj...
The Two Johns
13 Jan 2025
Contributed by Lukas
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...
Brunner Investment Trust (BUT)
03 Jan 2025
Contributed by Lukas
Established nearly a century ago, BUT is a long-standing, family-oriented investment company founded by Sir John Brunner, who reinvested the proceeds ...
The Two Johns
20 Dec 2024
Contributed by Lukas
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...
Henderson High Income (HHI)
16 Dec 2024
Contributed by Lukas
HHI is an investment company that aims to provide high income and capital growth by investing primarily in UK equities and fixed interest assets. Mana...
Merchants Trust (MRCH)
16 Dec 2024
Contributed by Lukas
MRCH is a long-established investment company that has been providing dependable income and long-term capital growth for its shareholders since 1889. ...
European Opportunities Trust (EOT)
03 Dec 2024
Contributed by Lukas
Established in 1996, EOT is a European focused investment company which looks for what it describes as ‘special’ growth companies that are expecte...
RTW Biotech Opportunities (RTW)
02 Dec 2024
Contributed by Lukas
RTW is a listed investment company focused on advancing medical innovation in order to transform patients' lives. Established in October 2019, it has ...
HydrogenOne Capital Growth (HGEN)
01 Dec 2024
Contributed by Lukas
HGEN is an investment company that aims to deliver capital growth by investing in hydrogen-focused assets while integrating ESG principles. The divers...
Schroder AsiaPacific Fund (SDP)
09 Oct 2024
Contributed by Lukas
SDP offers investors exposure to Asian equities (ex-Japan), targeting long-term growth. The fund, managed by Richard Sennitt and Abbas Barkhordar, emp...
Oakley Capital Investments (OCI)
09 Oct 2024
Contributed by Lukas
OCI is a private equity investment trust managed by Oakley Capital. The trust aims to deliver long-term capital appreciation by investing in middle-ma...
Henderson Smaller Companies (HSL)
09 Oct 2024
Contributed by Lukas
HSL focuses on achieving long-term capital growth by investing predominantly in UK smaller companies. Established in 1887, the trust aims to outperfor...
JPMorgan Global Core Real Assets (JARA)
09 Oct 2024
Contributed by Lukas
JARA is an investment company whose aim is to provide shareholders with stable income and capital appreciation from a globally diversified portfolio o...
HarbourVest Global Private Equity (HVPE)
09 Oct 2024
Contributed by Lukas
HVPE is a FTSE 250-listed investment company offering investors exposure to a portfolio of private companies, in effect opening access to what has bee...
Murray International Trust (MYI)
09 Oct 2024
Contributed by Lukas
MYI is a high-conviction portfolio that invests principally across global equity markets with the option to introduce fixed income instruments. Its ai...
City of London (CTY)
09 Oct 2024
Contributed by Lukas
Launched in 1891, CTY is one of London’s oldest investment companies, with a track record of 57 consecutive years of dividend increases, the longest...
Schroder Income Growth (SCF)
09 Oct 2024
Contributed by Lukas
SCF seeks to deliver income growth ahead of inflation by way of rising dividends, as well as capital growth – an objective it has achieved for 28 co...
Life Science REIT (LABS)
08 Oct 2024
Contributed by Lukas
LABS is a real estate investment trust focused on delivering strong total returns from a portfolio of properties leased to tenants operating in the UK...
Henderson Far East Income (HFEL)
08 Oct 2024
Contributed by Lukas
HFEL is an investment company that seeks to deliver a growing dividend for its shareholders along with capital growth from a portfolio of around 60 co...
Edinburgh Investment Trust (EDIN)
08 Oct 2024
Contributed by Lukas
EDIN appears on the Podcast page for the second time to coincide with a change of the company’s management this month. Retiring lead portfolio manag...
Aurora Investment Trust (ARR)
08 Oct 2024
Contributed by Lukas
ARR is an investment company that follows a value-led, high-conviction approach, typically holding between 12 and 20 investments. The company employs ...
Octopus Renewable Infrastructure Trust (ORIT)
08 Oct 2024
Contributed by Lukas
ORIT is an ‘impact’ investment company that aims to deliver capital growth and income to its investors by investing in a technologically and geogr...
Mobius Investment Trust (MMIT)
08 Oct 2024
Contributed by Lukas
MMIT is an investment company that offers a high conviction portfolio of 20-30 smaller companies across emerging and frontier markets. Managed by seas...
CQS Natural Resources Growth & Income Fund (CYN)
08 Oct 2024
Contributed by Lukas
CYN is an investment company focused on the natural resources sector, with the aim of providing investors with both capital and income growth through ...
Schroder UK Mid Cap_final.mp3
08 Oct 2024
Contributed by Lukas
SCP is an investment company focused on the UK's mid cap index, the FTSE 250. The company takes a high conviction approach, holding around 50 companie...
Ashoka WhiteOak Emerging Markets (AWEM)
08 Oct 2024
Contributed by Lukas
When it floated in May 2023, AWEM became the first investment company to join the London market in 17 months. The company’s aim is to generate long-...
Murray International Trust (MYI)
08 Oct 2024
Contributed by Lukas
MYI is a diversified investment company with a globally unconstrained remit, and a target of delivering long-term total returns from capital growth an...
Triple Point Energy Transition (TENT)
08 Oct 2024
Contributed by Lukas
TENT invests in a variety of renewable infrastructure assets that support the transition to a lower-carbon, more efficient energy system. It targets p...
CVC Income and Growth (CVCG)
08 Oct 2024
Contributed by Lukas
CVCG is an investment company focused on European corporate debt, through senior secured loans and sub-investment grade credit. The company’s primar...
Utilico Emerging Markets Trust (UEM)
08 Oct 2024
Contributed by Lukas
UEM is an investment company dedicated to equity investments in infrastructure, utility, and related sectors in the emerging markets. Supported by a t...
Downing Renewables & Infrastructure Trust (DORE)
08 Oct 2024
Contributed by Lukas
DORE is an investment company that aims to deliver steady returns by investing in a diversified portfolio of hydro, wind, solar, and other renewable e...
North Atlantic Smaller Companies (NAS)
07 Oct 2024
Contributed by Lukas
NAS invests in smaller companies across the UK and US, including both public and unquoted businesses either directly or via other investment companies...
Custodian Property Income REIT (CREI)
07 Oct 2024
Contributed by Lukas
CREI is a commercial property company that seeks to deliver a strong income return by investing in a diversified portfolio of smaller regional propert...
Odyssean Investment Trust (OIT)
07 Oct 2024
Contributed by Lukas
OIT is an investment company which aims to generate capital returns by investing in a concentrated portfolio of UK companies – currently fewer than ...
Gore Street Energy Storage Fund (GSF)
07 Oct 2024
Contributed by Lukas
Launched in 2015, GSF is the first of a handful of London-listed investment companies focused on the provision of grid-level energy storage and is hel...
MIGO Opportunities Trust (MIGO)
07 Oct 2024
Contributed by Lukas
MIGO invests in closed-ended funds across the London Stock Exchange with the aim of outperforming the 3-month SONIA interest rate benchmark plus 2 per...
An economic perspective
07 Oct 2024
Contributed by Lukas
As well as interviewing investment trust managers, this page will also include interviews with other commentators in order to add perspective. The obj...
Middlefield Canadian Income (MCT)
07 Oct 2024
Contributed by Lukas
MCT is one of a handful of investment companies listed in London offering direct exposure to Canadian equities. Since launch in July 2006, it has deli...
Worldwide Heathcare Trust (WWH)
07 Oct 2024
Contributed by Lukas
With a market capitalisation of almost £2bn, the WWH is the largest of several healthcare-focused investment companies listed in London. The company ...
Bluefield Solar Income Fund (BSIF)
07 Oct 2024
Contributed by Lukas
BSIF is the UK's oldest renewable energy investment company, celebrating 10 years of trading this year. Over that period, the company has delivered st...
VietNam Holdings (VNH)
07 Oct 2024
Contributed by Lukas
VNH is one of three London-listed investment companies targeting the high-growth potential of frontier market Vietnam. Launched in 2006, VNH invests i...
Edinburgh Investment Trust (EDIN)
07 Oct 2024
Contributed by Lukas
EDIN is a leading FTSE 250 Investment Trust which sits within the AIC UK Equity Income sector. The company is managed by James de Uphaugh and Chris Fi...
Menhaden Resource Efficiency (MHN)
07 Oct 2024
Contributed by Lukas
Managed by Ben Goldsmith, Luciano Suana and Graham Thomas and sitting withing the AIC’s Environmental sector, MHN is an investment trust focused on ...
Pantheon International (PIN)
05 Oct 2024
Contributed by Lukas
PIN is a leading FTSE 250 private equity investment trust which invests in a diversified mix of direct private company investments and ‘invitation o...
Abrdn Property Income Trust (API)
05 Oct 2024
Contributed by Lukas
API aims to provide an attractive level of income, alongside capital and income growth, by investing in a diversified portfolio of commercial property...
Temple Bar Investment Trust (TMPL)
01 Oct 2024
Contributed by Lukas
TMPL is a £750m investment company established in 1926 that takes a value investing approach combined with deep fundamental research focused on estab...
Impax Environmental Markets (IEM)
01 Oct 2024
Contributed by Lukas
IEM's two decades of experience of investing in sustainability position it at the forefront of the burgeoning ESG investing industry. The investment c...
Finsbury Growth and Income (FGT)
01 Oct 2024
Contributed by Lukas
FGT is one of the UK’s largest investment trusts, with a long-track record of delivering market beating returns from a concentrated portfolio of pre...
Augmentum Fintech (AUGM)
16 Dec 2022
Contributed by Lukas
In this podcast John Hughman speaks to Tim Levene, manager of fintech investor Augmentum Fintech (AUGM), which features in our Summer and Thematic por...