Lessons from the birthplace of closed-end funds

Piers Currie appeared on a lively radio podcast on Monday, interviewed by Chuck Jaffe from Money Life from Boston about the US closed-end fund industry and sharing thoughts about UK best practice. Warhorse Partners has been working with John Cole Scott to help modernise an identity for a new age, supported by Moritz Sell, Lewis Aaron, Georgina Rawkins and Christian Pittard.

The Active Investment Company Alliance (AICA) is a new organisation in the US, with an international focus to bring together stakeholders, managers and investors to help introduce fresh and modern thinking to governance and communications in the closed end fund space. Warhorse Partners has enjoyed helping to build its visual identity, difference and proposition.

http://thenavigator.libsyn.com/lessons-from-the-birthplace-of-closed-end-funds

"Piers Currie of Warhorse Partners discusses the long history of closed-end funds and unit investment trusts in England and what domestic investors can learn from the industry in Europe, as well as why closed-end funds are ideal for making international investments and how he thinks the financial industry will be affected by the resolution of Brexit"

The UK was the birthplace of investment companies, closed end funds or investment trusts as they are known here. Last year we celebrated 150 years of the founding fund, F&CIT, in London, but it was the redoubtable financier Robert Fleming who set off a series of such funds, many of which are still around today. Last year historian John Newlands was interviewed by Mark Colegate of Asset TV on the captivating story of Dunedin Income Growth Investment Trust, founded in 1873. What not to enjoy in a history with Nazi spies, James Bond and world wars and the continuity despite adversities in all weathers.

https://investor.asset.tv/video/history-dunedin-income-growth-investment-trust-book-club