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AJ Bell - Fund overview of Smithson Investment Trust

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Portfolio Manager for Smithson Investment Trust, Simon Barnard talks AJ Bell through the trust's investment objectives, their investment process, new discoveries and more.
 
00:11 – Simon's background and role
00:25 – What are the trust's investment objectives?
01:15 – Investment process and how an idea is generated
02:50 – Any new exciting discoveries?
05:00 – Discount control policy?
 
Watch the interview with Simon here: https://www.ajbell.co.uk/video/smithson-investment-trust-simon-barnard-portfolio-manager-2025