356: Money Makers Investment Trusts Podcast - Tom Burnet and Kirsty Gibson (03 Oct 2026)

As Saba Capital takes aim once again at Baillie Gifford US Growth (ticker: USA), chairman Tom Burnet and co-manager Kirsty Gibson are this week's guests on the Money Makers Investment Trusts Podcast with Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award, now for three years running), where they discuss Saba's requisition at the upcoming AGM and the importance of shareholder participation in the vote, as well as the trust's performance and portfolio holdings.

This discussion was recorded on Monday 28 September 2026.

Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow!

*** OUT NOW: The 2026 Investment Trusts Handbook ***

Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358

The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City’s best-kept secret, or the connoisseur’s choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. It is available through bookshops and extensively online. The next edition of the Handbook, an independent educational publication, is now in preparation. With articles by 30 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector.

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Timestamps

0:00:37 - Introduction

0:01:56 - The upcoming vote at USA

0:05:11 - The importance of voting

0:11:39 - Performance and volatility