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John Baron's Investment Trust Portfolio

  • Investment trust portfolio: Crises and opportunities
    June 22, 2022

    Investment trust portfolio: Crises and opportunities

    John Baron reflects on markets and the investment trust sector
  • Investment trust portfolio: Commercial property blues
    May 10, 2022

    Investment trust portfolio: Commercial property blues

    John Baron takes a contrarian view of the sector
  • Private Investor's Diary: Value back in vogue?
    February 18, 2022

    Private Investor's Diary: Value back in vogue?

    Former City fund manager John Rosier details his portfolio changes amid a rocky month for markets
  • Investment trust portfolio: Navigating turbulent waters
    February 14, 2022

    Investment trust portfolio: Navigating turbulent waters

    John Baron considers portfolio construction given further market volatility is expected
  • Investment Trust Portfolio: Maintaining investment discipline
    January 13, 2022

    Investment Trust Portfolio: Maintaining investment discipline

    John Baron reflects on 2021 and the importance of portfolio discipline given expected volatility
  • Investment trust portfolio: Elephants still don’t gallop
    December 14, 2021

    Investment trust portfolio: Elephants still don’t gallop

    John Baron explains why now may be a particularly good time to be overweight UK smaller companies
  • Achieving good 'green' returns
    November 17, 2021

    Achieving good 'green' returns

    John Baron describes his company’s investment approach to climate change
  • The case for private equity
    October 27, 2021

    The case for private equity

    John Baron highlights the attractions of an unloved sector and reports on Q3 activity
  • Achieving diversification as the investment landscape evolves
    September 16, 2021

    Achieving diversification as the investment landscape evolves

    John Baron explains his approach when seeking to protect past gains
  • Investment trust portfolios: Looking for healthier returns
    August 17, 2021

    Investment trust portfolios: Looking for healthier returns

    John Baron explains why the portfolios’ healthcare exposure is being increased
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