Shares Spotlight Webinar

City of London Investment Trust, JPMorgan European Growth and Income, Orbis Global Balanced Fund and Pacific Assets Trust

Shares Spotlight webinars feature presentations from directors of companies explaining their investment propositions followed by an opportunity for you to ask questions. This is your chance to hear first-hand from the directors of companies and how they are going to generate shareholder value.

The following companies will be presenting:

City of London Investment Trust (CYT) is an investment trust with the objective of providing long-term growth in income and capital by harnessing the potential of leading businesses, listed on the London Stock Exchange, and with a bias towards large, international companies. The long-running trust has weathered multiple market cycles since it became an investment trust in 1932, with a 58-year record of dividend growth, making it the investment trust with the longest record of annual increases. The trust’s manager, Job Curtis, who is supported by David Smith, manages the portfolio in a conservative way, focusing on cash-generative businesses able to grow their dividends sustainably. A long history of delivering returns to investors through a disciplined and prudent approach has made the trust a well-known, well-regarded name.

JPMorgan European Growth & Income (JEGI) plc has a distinctive strategy for investing in Europe – with an enhanced dividend policy. The investment managers focus on building a core portfolio of European equities comprising well managed companies with improving prospects and attractive valuations

The Orbis OEIC Global Balanced Fund seeks to balance investment returns and risk of loss using a diversified global portfolio. The Fund targets outperformance of the returns of its Benchmark, 60% MSCI World Index and 40% JP Morgan Global Government Bond Index hedged into Sterling. The Fund was launched in 2014, with its portfolio driven by bottom-up security selection across asset classes.

Pacific Assets Trust (PAC) The aim of the Trust is to achieve long-term capital growth through investment in selected companies in the Asia Pacific region and Indian Subcontinent. Stewart Investors believes the best way to achieve that aim is by investing in high-quality businesses that contribute to, and benefit from, sustainable development. Companies that combine these attributes are particularly well-positioned to generate long-term returns and deliver positive social and environmental outcomes.

Click here for further details and to register

March 18, 2025

Group description:	A small group whose primary interests are equity and Investment Trusts.
Meeting Type/Venue:	Meetings are online using Skype.
Meeting Frequency/Timing:	Meetings are held fortnightly on Tuesday mornings.

Group description:	We welcome anyone interested in investments regardless of their level of knowledge and experience.
Meeting Type/Venue:	Meetings are held in a function room of a pub in Beaconsfield New Town.
Meeting Frequency/Timing:	Monthly on the 1st Wednesday of each month at 6pm.

Group description:	Investors of all levels of experience are welcome to join the Farnham (Surrey) group. Convened by David Stredder, who will be known to many as the founder of Mello, organiser of in person investment conferences and virtual Mello Mondays. David is also a director at ShareSoc and has been investing in quoted shares since the 1980s, with a focus on UK small caps. He has an extensive knowledge of UK companies and network of contacts in the investing universe.
Meeting Type/Venue:	Meetings are held at a pub near to the railway station in Farnham, GU9.
Meeting Frequency/Timing:	Meetings are held monthly on the 2nd Tuesday of the month from 11am to 3pm with a break for lunch.

Group description:	Our Group considers both US Small Caps (up to $2bn Market Cap) and Mid Caps (up to $10bn market Cap). Meetings include discussions around buys / sells / watchlists, a short Macro discussion and discussions led by group members on companies or topics of their choice.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held on the 3rd Monday of the month from 7pm.

Group description:	Our group is interested in sustainable investing and our goal is to identify and evaluate businesses that will thrive through innovation and their transition to a ‘One Planet Economy’. By leveraging the skills of group members, we aim to deeply understand these businesses, particularly focusing on how they develop long-term valuable benefits for their customers. Each year, we plan to evaluate around seven businesses to identify opportunities where our valuation exceeds the market price. A successful outcome is defined as achieving a compound annual growth rate (CAGR), including dividends, of 10% over a decade.
Meeting Type/Venue:	Meetings are in-person in a pub near to Waterloo station in London.
Meeting Frequency/Timing:	Meetings are bi-monthly on a Monday from 10:45am to 4:30pm. Members are expected to also pay for their own lunch which secures the group free use of a private room in the pub. The cost is expected to be £35-40 per person, per meeting, in addition to your SIGnet membership fee.

Group description:	An online group for those who are new to investing, or have only been investing for a few years. Including topics such as: – What is a share or a bond, why and how to buy them. – Comparing funds, unit trusts, Investment trusts and exchange traded funds. – Portfolio management and diversification. – ISAs, pensions, SIPPS and how to save tax. – How terms such as PE ratio and dividend yield are used to value a share. – How to use technical analysis or charting.
Meeting Type/Venue:	Online using Zoom.
Meeting Frequency/Timing:	Meetings are usually held on the last Monday of the month at 7:00pm.

Group description:	Our focus is on UK listed, high dividend yield individual stocks, although high yield investment trusts/REITS which are of interest to members will also be covered. This group is suitable for members with existing fundamental investing experience (at least 2 years), with a keen interest in discussing in some detail the underlying business, financial performance and future prospects of individual income stock ideas.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held every 6 weeks from 4pm to 6pm on a Monday.

Group description:	A welcoming group open to all types of investors. Typical meeting content is to have a deep dive presentation on a topic selected by the participants and a session on buy/ sell/ key lessons learnt last month.
Meeting Type/Venue:	In person at a friendly pub close to Piccadilly Circus
Meeting Frequency/Timing:	Monthly during the evening on the first Wednesday of the month.

Group description:	Our group is a broad church that contains investors of varying experience. Our members’ backgrounds are diverse and include corporate banking, engineering, teaching and the leisure industry. We generally pick a discussion topic for every meeting, e.g. housebuilders or the defence industry, and members are invited to research and discuss different aspects or companies within that industry. We also discuss stocks and investment trusts that we have bought, sold or are interested in and the reasons behind our decisions, and try to make sense of the ever changing investment environment. Discussions are robust and challenging but we are a friendly and approachable group who welcome investors of all levels – we just ask that you contribute, at whatever level you can.
Meeting Type/Venue:	Our meetings are held in a private room at a nice pub near to South Ealing tube station (Piccadilly Line), not far from Ealing Broadway (District, Central and Elizabeth Line).
Meeting Frequency/Timing:	We meet every 2 months, usually on a Wednesday morning at 11am.