Money Makers Podcast - Smithson

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Barnard, manager of the Smithson Investment Trust (SSON).

Listen to the Money Makers podcast here: https://money-makers.co/2023/02/18/money-makers-podcast-18-feb-2023/

00:28 – This week’s guest

01:06 – Who’s coming on in future weeks

01:23 – Money Makers Circle

02:03 – Review of the week

02:45 – Corporate news

07:57 – Results summary

10:24 – Q&A with Simon Barnard

11:19 – The impact of 2022 on the Smithson Investment Trust

14:08 – Core metrics at the end of 2022

17:12 – Have investors got it wrong?

19:14 – The current environment for growth investing

22:06 – Resilience of companies to recession or entrenched inflation

23:49 – Portfolio changes

28:20 – New acquisitions

31:51 – The impact of the dollar

33:13 – The investment trust and share buy backs

35:45 – The fee structure

36:14 – Plans for 2023

37:13 – Understanding the company

39:36 – The core message to shareholders in the trust

41:21 – Close