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PORTFOLIOS:
John Baron's Investment Trust
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Expert Portfolios
Bearbull Income Fund
June 15, 2023
Where to find quality and stable US income stocks
Bearbull explains the rationale behind his income portfolio’s latest acquisition
John Baron's Investment Trust
June 14, 2023
Investment trusts to ride out choppy waters
John Baron focuses on two pockets of value as he increases the portfolios’ equity exposure
Private Investor's Diary
May 23, 2023
Private Investor’s Diary: Two new high-quality bargain stocks
John Rosier has found two new holdings that meet key quality and value requirements
Bearbull Income Fund
May 10, 2023
The UK companies most attractive to private equity investors
Bearbull: Here's how to find out which portfolio holdings have the best characteristics
John Baron's Investment Trust
May 10, 2023
Why I'm buying equity investment trusts
John Baron: It was right for my portfolios to be defensive, but the time has come to re-risk
Expert Portfolios
May 03, 2023
The stocks benefiting from America's infrastructure boom
Trillions must be spent to replace unsafe bridges, old dams and mediocre roads
Private Investor's Diary
April 24, 2023
Private Investor’s Diary: Commodities caused damage – but I won't sell
The holdings had worked well over the prior 18 months, but are now a hindrance
John Baron's Investment Trust
April 18, 2023
Investment trust discounts are about to turn a corner
John Baron highlights the investments that are ready to rebound
John Baron's Investment Trust
March 28, 2023
Falling inflation creates investment trust bargains
Some investment companies with earnings linked to inflation are available at near-record discounts, John Baron writes
Private Investor's Diary
March 20, 2023
Private Investor’s Diary: Evidence supports the commodities supercycle
With more than 40 per cent of his portfolio committed to one sector, John Rosier outlines the thinking behind his conviction
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