Greyinvestor
14 Aug 2018
First purchase Made a fairly chunky first purchase of these today, August 14th. Pity the market is so high but I’ve spent two years waiting…
II Editor
22 Nov 2017
NEW ARTICLE: Five 'value' trusts that invest against the crowd "There is no perfect way of picking the best shares. Certain investment styles come into fashion and then fall out again. So, when it comes to choosing investment trusts, it is a good idea to hold a mixture of trusts run by managers with different ..."[link]
casabanker
14 Nov 2017
Re: Article on BTEM strategy Unfortunately I've only just noticed your post, holland44. BTEM is such a safe stock to hold that I rarely look at the bulletin board. The reason for me calling in today is that Money Week has done a double page article on this Trust. Joe Bauernfreund looks to be doing well, concentrating in small stocks as well as medium size ones with high potential for growth and usually at a discount to NAV. He doesn't worry about closing the gap as long as the NAV rises. He is also interested in Japanese stocks that have huge piles of cash, taking their CAPE into single figures. I already hold a portion of BTEM but have topped up today as well. It stands at 10% discount to NAV itself.Casa.
holland44
06 Oct 2016
Article on BTEM strategy Here's a useful article on the relative performance of BTEM since the new manager Joe Bauernfreund took over at the start of October 2015: [link] Investor also has interesting things to say about the unusual emphases of the portfolio and its potential as a diversifier. I'm new to BTEM: what do longer-term investors think about this article?
