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Introducing The Investing Collective
In this episode, Jock Glover, founder of The Investing Collective is interviewed about what the channel does and why any one interested in investing ought to use it to get better informed about their investments.
James Sym from Goodhart Partners, one of the team that manages of the Global Opportunities Trust plc, explains why Dassault Aviation is in the portfolio and why he believes the holding looks good value and why it might perform differently from other stocks in a more volatile market environment.
In this interview, Jock Glover from The Investing Collective interviews Alan Bartlett from Goodhart Partners, one of the managers of the Global Opportunities Trust plc, reminds listeners what the trust aims to achieve, on why he thinks the traditional way of building multi asset portfolios will struggle in these markets, misconceptions around diversifying your portfolio and why cash is often overlooked as a portfolio tool.
James Sym from Goodhart Partners, one of team that manages the Global Opportunities Trust plc. James talks about one of the larger holdings in the portfolio, Danieli, an Italian company that leads the world in improving the CO2 emissions for steel production. He explains why the company appears to be underappreciated by the wider market and how it fits into the portfolio.
In this episode, Jock Glover from The Investing Collective interviews Alex Illingworth & Simon Edleston from Goshawk Asset Management, fund managers of the Goshawk Global Balanced UCITS ETF.
In this episode, Jock Glover from The Investing Collective interviews Sandy Nairn & Alan Bartlett from Goodhart Partners, fund managers of the Global Opportunities Trust plc about unconstrained investing, the importance of compounding over time and the surprising reason Alan got into fund management.
