Disclaimer
Disclosure – Independent Investment Research
This is independent research issued by Kepler Partners LLP. The analyst who has prepared this research is not aware of Kepler Partners LLP having a relationship with the company covered in this research report and/or a conflict of interest which is likely to impair the objectivity of the research and this report should accordingly be viewed as independent.
Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss some of the most notable news stories in the investment trust world over the past month.
We talk about the latest news for Scottish Mortgage, Janus Henderson and Pantheon International, as well as results for Schroder AsiaPacific and Schroder Oriental Income.
We also bring you some of the highlights from our recent podcasts with Richard Staveley, manager of Rockwood Strategic, and Christopher Berrier, manager of Brown Advisory US Smaller Companies.
0:00 Welcome
0:17 Scottish Mortgage
4:43 Janus Henderson
6:34 Pantheon
7:54 Rockwood (UK small-caps)
10:52 Brown Advisory US Smaller Companies
13:42 Schroders AsiaPacific & Schroder Oriental Income
16:11 Risk warning