John Baron's Investment Trusts Portfolio

May 10, 2022
Investment trust portfolio: Commercial property blues
John Baron takes a contrarian view of the sector
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
February 14, 2022
Investment trust portfolio: Navigating turbulent waters
John Baron considers portfolio construction given further market volatility is expected
January 13, 2022
Investment Trust Portfolio: Maintaining investment discipline
John Baron reflects on 2021 and the importance of portfolio discipline given expected volatility
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
November 17, 2021
Achieving good 'green' returns
John Baron describes his company’s investment approach to climate change
October 27, 2021
The case for private equity
John Baron highlights the attractions of an unloved sector and reports on Q3 activity
September 16, 2021
Achieving diversification as the investment landscape evolves
John Baron explains his approach when seeking to protect past gains
August 17, 2021
Investment trust portfolios: Looking for healthier returns
John Baron explains why the portfolios’ healthcare exposure is being increased
July 14, 2021
Investment trust portfolio: Rebalancing defensively
John Baron highlights the reasoning behind some recent changes to his portfolios that give them a more defensive bent

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