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PORTFOLIOS:
John Baron's Investment Trust
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Expert Portfolios
John Baron's Investment Trust
February 21, 2024
Three trusts to take advantage of the rising Japanese market
John Baron, our investment trust expert, explains why his portfolios have increased their exposure to Japan
Bearbull Income Fund
January 25, 2024
Bearbull Portfolio: Even a poor year has silver linings
The Bearbull income portfolio failed to beat its benchmark for the second year in a row – but is poised to bounce back
Private Investor's Diary
January 24, 2024
Private Investor's Diary: Stock market hangover was inevitable – but don't lose hope
John Rosier says it is far too soon to feel pessimistic despite the turbulent start to the year
John Baron's Investment Trust
January 17, 2024
John Baron: Why I'm buying smaller companies
Our investment trust expert picks out funds to add global small caps to his portfolio
Private Investor's Diary
December 27, 2023
Private Investor's Diary: Why I'm optimistic going into 2024
John Rosier remains happy to be fully invested going into 2024
John Baron's Investment Trust
December 20, 2023
When is a cost not a cost?
John Baron issues a call to arms to resolve the cost disclosure issue that is bedeviling the sector
Bearbull Income Fund
December 07, 2023
Bearbull Portfolio: Which holdings are private equity circling?
Private equity’s attack dogs are prowling around Bearbull holdings
Bearbull Income Fund
November 23, 2023
Bearbull Portfolio: Why adding weak links helps your portfolio
Markowitz's theory stands true today as it ever has: distance between two securities matters
Private Investor's Diary
November 22, 2023
Private Investor's Diary: A high-quality addition to my portfolio
John Rosier adds another quality pick and thinks rate cuts may not be far off
John Baron's Investment Trust
November 15, 2023
Why renewable investment trust doom and gloom is overdone
John Baron explains why he favours the sector and discusses recent purchases
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