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In part two of our video interview, Smithson fund manager Simon Barnard explains that around a third of the shares in the current portfolio were selected around seven years ago when it raised the largest sum of money for a UK-domiciled investment trust in its initial public offering (IPO). Barnard discusses some of the long-term compounders he retains plenty of conviction in.
Manager Simon Barnard addresses performance almost seven years on from raising the most amount of money ever for a UK-domiciled investment trust in its IPO and shares his outlook for global medium- and smaller-sized companies.
Chairman Mike Balfour and Portfolio Manager Simon Barnard discuss Smithson’s performance in the first half of the year, recent strategy updates, the portfolio, share buybacks, and more.
Smithson Investment Trust’s high-conviction small cap strategy - One2One Investor Forum (video)
AJ Bell: Money & Markets podcast - Fundsmith’s small cap strategy
Fundsmith LLP (“Fundsmith”) is pleased to announce the expansion of its Smithson Investment Trust (“Smithson”) research capabilities with the appointment of Adam Gonzalez, CFA, as Research Analyst.
Since Warren Buffett announced his retirement from Berkshire Hathaway this month, financial commentators have been asking themselves the same question: can anyone live up to Buffett’s successes?
In this investment trust update, Investment Analyst Aidan Moyle shares our analysis on the manager, process, culture, ESG integration, cost, and performance of Smithson Investment Trust.
Video: Smithson Investment Trust
Smithson portfolio Manager Simon Barnard presented at the Shares Spotlight event.
Portfolio Manager Simon Barnard talks through the trust's investment objectives and more.
We have recently become aware of a fraudulent company called "Capitalsmith," falsely claiming to represent or be connected with Fundsmith. Please note that Capitalsmith has no affiliation whatsoever with Fundsmith.
Beware of fraudulent WhatsApp groups and text messages purporting to be from members of the Fundsmith team suggesting trading ideas, requesting money transfers, job offers or asking you to click a link to download a file.
Smithson Investment Trust (SSON) offers investors high-conviction exposure to a range of high-quality global equities at the small to mid-cap end of the market cap spectrum.
In an interview with interactive investor, Smithson fund manager Simon Barnard reflects on performance five years after the trust's IPO, and explains why he is ‘excited’ about how cheap valuations are looking.
Discover the biggest success stories in the portfolio and where they see the best opportunities now.
As Investment Manager at Smithson Investment Trust, a growth-focused fund run by the team behind Fundsmith Equity, Simon Barnard is a key player in companies that have “already won”.
Having spent the first decade of my career working in a bank and then becoming a top-rated bank analyst, I find that people often express surprise that I never invest in bank shares. But I think it is precisely because I understand banks that I never invest in their shares. The recent events surrounding the collapse of Silicon Valley Bank (“SVB”) and Credit Suisse reinforce this stance. Why?
Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Barnard, manager of the Smithson Investment Trust.
In this podcast, recorded last month before the mini-Budget, fund manager Simon Barnard tells Gavin Lumsden how he is keeping faith with his stock picks, including Fevertree (FEVR), which has struggled with shipping its premium tonics to the US.
