“What a difference a quarter makes”, as Dinah Washington’s accountant used to sing. When last we updated on our investment trust picks for 2020 at the end of March, it is fair to say that collective optimism was thin on the ground. However, we all retained ultimate conviction in our selections (or else had grown so despairing at the market environment that we had settled into a kind of other-worldly fatalism), keeping faith that our initial logic had been ultimately sound. This has proved a good ....
21 Jul 2020
A game of four quarters
Blackrock World Mining Trust PLC (BRWM:LON), 518 | Impax Environmental Markets PLC (IEM:LON), 402 | JPMorgan Emerging Europe Middle East & Africa Securities PLC Shs GBP (JEMA:LON), 0 | Oakley Capital Investments Ltd Registered (OCI:LON), 466 | Tetragon Financial Group Limited (TFG:LON), 980 | NB Private Equity Partners Limited Class A (NBPU:LON), 2,050 | JPMorgan UK Small Cap Growth & Income plc GBP (JUGI:LON), 292
A game of four quarters
Blackrock World Mining Trust PLC (BRWM:LON), 518 | Impax Environmental Markets PLC (IEM:LON), 402 | JPMorgan Emerging Europe Middle East & Africa Securities PLC Shs GBP (JEMA:LON), 0 | Oakley Capital Investments Ltd Registered (OCI:LON), 466 | Tetragon Financial Group Limited (TFG:LON), 980 | NB Private Equity Partners Limited Class A (NBPU:LON), 2,050 | JPMorgan UK Small Cap Growth & Income plc GBP (JUGI:LON), 292
- Published:
21 Jul 2020 -
Author:
Callum Stokeld -
Pages:
6
“What a difference a quarter makes”, as Dinah Washington’s accountant used to sing. When last we updated on our investment trust picks for 2020 at the end of March, it is fair to say that collective optimism was thin on the ground. However, we all retained ultimate conviction in our selections (or else had grown so despairing at the market environment that we had settled into a kind of other-worldly fatalism), keeping faith that our initial logic had been ultimately sound. This has proved a good ....