FREQUENTLY ASKED QUESTIONS
How long has the newsletter been published?
We started in November 1996, since when we have seen all manner of market conditions, the split-capital crisis, the TMT boom and bust, the rise of alternative asset investment trusts, all kinds of innovations, and some good long-term capital appreciation.
Do you conduct your own research?
Yes, we do. Our long standing in the industry means coupled with our regulated status means we have the privilege of being able to meet many trust managers face to face, and we also attend industry seminars and conferences. This first-hand research allows us to develop a deeper understanding of exactly how trusts achieve their returns, and what risks are involved. We are constantly on the lookout for price anomalies and for value from overlooked trust shares.
Why do you include research notes from stockbrokers?
We recognise that a lot of the research produced by investment trust analysts at major forms of stockbrokers is extremely valuable. The majority of private investors cannot gain access to this research directly, so our monthly round-up enables our subscribers to read this otherwise inaccessible material. We receive the research from all of the leading firms in the sector.
Is the advice unbiased?
It is very important to us that our advice is completely independent. We are regulated by the Financial Conduct Authority and required to offer our best advice. We do not accept any advertising from investment trust companies or their managers. Our only income from the newsletter is from your annual subscription fees. Our only interest is in generating profits for our subscribers.
How good is your track record?
The newsletter is much more than simple buy or sell advice, so it would be difficult to create a defined track record. Quite often we hope to add value with our background advice, steering you away from some less attractive opportunities, and of course we include all of the brokers' advice as well. It is entirely up to you which parts of the newsletter you decide to act upon. What we would say is that we have been in business continuously since 1996, and that a very high proportion of our subscribers renew year after year. We know that they find our service invaluable.
How is the newsletter delivered?
You can choose to have the newsletter delivered by post in printed form, or electronically as a PDF, whichever you find the most convenient. From 2023 we also offer a premium subscription for both formats.
Can I ask you to look at a particular trust in which I am interested?
You'll see that we cover a very large number of trusts, and hope to cover most interesting situations. We welcome all subscriber feedback though, so please feel free to get in touch.
Once you have recommended a trust, do you update the advice?
Absolutely. We write about certain trusts very regularly, and always try to revisit those we have recommended so that we can provide updates.
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