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Uncovering Trusts by Edison Group
Edison Group
45 episodes
4 days ago
Discover the world of investment trusts in the 'Uncovering Trusts' podcast series by Edison Group. Hear from Edison’s analysts and trusts’ management and gain insights into how these trusts, covered by Edison, effectively manage assets to maximize returns, aligning with the risk appetite and diverse requirements of both commercial and retail clients. Edison is a leading investor relations business, operating across all major capital markets. We help create optimal valuations for client stocks, deploying our award-winning combination of intelligent strategic advice, equity research, investor marketing and direct investor engagement. To find out more about investment trust covered by Edison, please visit: https://www.edisongroup.com/equities/investment-companies/
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Investing
Business
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All content for Uncovering Trusts by Edison Group is the property of Edison Group and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Discover the world of investment trusts in the 'Uncovering Trusts' podcast series by Edison Group. Hear from Edison’s analysts and trusts’ management and gain insights into how these trusts, covered by Edison, effectively manage assets to maximize returns, aligning with the risk appetite and diverse requirements of both commercial and retail clients. Edison is a leading investor relations business, operating across all major capital markets. We help create optimal valuations for client stocks, deploying our award-winning combination of intelligent strategic advice, equity research, investor marketing and direct investor engagement. To find out more about investment trust covered by Edison, please visit: https://www.edisongroup.com/equities/investment-companies/
Show more...
Investing
Business
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37. Uncovering Trusts – The Biotech Growth Trust (BIOG)
Uncovering Trusts by Edison Group
7 minutes
3 months ago
37. Uncovering Trusts – The Biotech Growth Trust (BIOG)
In this episode, healthcare analyst Dr Arron Aatkar provides an overview of the Biotech Growth Trust, the London-listed investment company that seeks capital appreciation by investing in the worldwide biotechnology industry. He discusses the stock selection process, which involves a bottom-up approach, and comments on how the trust favours smaller, emerging biotechs. He also provides an overview of the current portfolio, highlighting the notable increase in exposure to Chinese biotechs during the first half of 2025. The discussion then moves on to the trust's performance in recent years, from the highs seen across the sector during the COVID-19 pandemic to the flight of capital and rightsizing. He concludes with the managers' outlook on the healthcare sector, commenting on how the current landscape may be perceived as a compelling mix of attractive valuations and increasing demand for new biotech innovations. *********************************************************** About 'Uncovering Trusts' 'Uncovering Trusts': is a podcast run by Edison analysts released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/
Uncovering Trusts by Edison Group
Discover the world of investment trusts in the 'Uncovering Trusts' podcast series by Edison Group. Hear from Edison’s analysts and trusts’ management and gain insights into how these trusts, covered by Edison, effectively manage assets to maximize returns, aligning with the risk appetite and diverse requirements of both commercial and retail clients. Edison is a leading investor relations business, operating across all major capital markets. We help create optimal valuations for client stocks, deploying our award-winning combination of intelligent strategic advice, equity research, investor marketing and direct investor engagement. To find out more about investment trust covered by Edison, please visit: https://www.edisongroup.com/equities/investment-companies/