Episode 43 The Investment Company Showcase Review

This month the Cuddle covers our visit to The Investment Company Showcase, the second year the Association of Investment Companies (AIC) have held their showcase event.  We talk through our best bits and cover the funds and managers that caught the eye.

 

Music by https://audionautix.com

 

Information links

Association of Investment Companies (AIC)

1. https://www.theaic.co.uk
2. The Investment Company Showcase 2023:
   https://www.theaic.co.uk/the-investment-company-showcase-2023

https://www.theaic.co.uk/the-investment-company-showcase-2023/mancy-room

3. The big income panel
   • Simon Gergel, Merchants Trust
   • Rebecca Maclean, Dunedin Income Growth
   • James de Uphaugh, Edinburgh Investment Trust
     
     
4. Keynote speaker: Lawrence Burns of Scottish Mortgage Investment Trust:
   
   
5. How small should you go?
   • Roland Arnold, BlackRock Smaller Companies
   • Jean Roche, Schroder UK Mid Cap Fund
   • Gervais Williams, Miton UK MicroCap Trust & Diverse Income Trust
     
     

https://www.theaic.co.uk/the-investment-company-showcase-2023/avize-room

6. It’s all about the dividends: Gervais Williams of Diverse Income Trust
7. Infrastructure - Built to last
   • Chris Morgan, International Public Partnerships
   • Edward Hunt, HICL Infrastructure
   • Steve Cook, Sequoia Economic Infrastructure Income

 

Keynote speaker: Nick Robinson, Presenter, The Today Programme