Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.
In this episode, they discuss why small companies could be about to stage a long-overdue fightback, the inconvenient market truth behind the research of leading finance academic Hendrik Bessembinder, and the reasons for Saba’s 7-0 defeat while acknowledging this doesn’t mean activism and investment companies don’t mix.