HeyJaredUncovering 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…
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 23, 2026
Latest episodes
62. Uncovering Trusts – Baker Steel Resources Trust (BSRT): Capturing value along the mining development curve (opens the original)
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In this episode, our director of content for investment companies, Milosz Papst, talks about Baker Steel Resources Trust (BSRT), a closed-end investment company targeting long-term capital growth through a concentrated portfolio of natural resources investments, spanning listed and unlisted equity, convertible loans and royalties. Milosz covers BSRT's 15.4% NAV total return in H126, ahead of its mining benchmarks, and the further 17.3% NAV increase in August driven largely by Tungsten West's agr
61. Uncovering Trusts – VinaCapital Vietnam Opportunity Fund (VOF): A year of transformation (opens the original)
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In this episode, our director of content for investment companies, Milosz Papst, talks about VinaCapital Vietnam Opportunity Fund (VOF), a FTSE 250 constituent investing across Vietnam's public and private markets and applying private equity disciplines to both. Milosz covers VOF's results for the financial year to 30 June 2026, including a 9.5% NAV total return in US dollar terms and an 11.9% share price total return in sterling, and explains why the VN Index's 36.5% return was unusually concen
60. Uncovering Trusts – Worldwide Healthcare Trust (WWH): New-look investment team aims to build on recent momentum (opens the original)
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In this episode, Dr Arron Aatkar, director and analyst covering healthcare and investment companies at Edison, discusses Worldwide Healthcare Trust (WWH), a specialist trust investing across the global healthcare sector and managed by OrbiMed. Arron covers WWH's recent leadership transition, with Trevor Polischuk becoming lead manager alongside new co-manager Geoff Hsu following Sven Borho's departure after more than 30 years at the helm. He also discusses the trust's strong recovery through FY2
59. Uncovering Trusts – Patria Private Equity Trust (PPET): Resilient portfolio earnings through a volatile half (opens the original)
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In this episode, our director of content for investment companies, Milosz Papst, talks about Patria Private Equity Trust (PPET), a UK 250 vehicle investing predominantly in European private equity funds and direct investments through a concentrated group of core managers. Milosz covers PPET's results for the six months to 31 March 2026, including 13.7% revenue growth and 13.4% EBITDA growth across its top 100 underlying holdings, alongside a 5.5% share price total return, achieved despite Middle
58. Uncovering Trusts – Deutsche Beteiligungs (DBAN): Succession deals and a discount opportunity in DACH private equity (opens the original)
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In this episode, our director of content for investment companies, Milosz Papst, talks about Deutsche Beteiligungs (DBAN), a German-based listed private equity and fund management company focused on mid-sized DACH businesses, often through succession-driven management buyouts. Milosz covers DBAG's Q126 update, including a 3.0% NAV decline driven by lower valuation multiples amid the Middle East conflict, alongside FY26 NAV-per-share guidance of €36–40. He discusses the portfolio's shift away fro
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