Relx is a primary holding where the creator has added to their position due to its strong business and unchanged profit estimates, seeing it as a survivor of AI-driven sell-offs.
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Investor Insights Podcast #74 – Job Curtis, City of London Investment Trust (CTY-LON)
Jun 18, 2026
This episode of the Investor Insights podcast features an interview with Job Curtis, lead portfolio manager of the City of London Investment Trust (CTY). The discussion highlights the trust's long history, conservative investment approach focused on UK large caps, and its impressive track record of increasing dividends for 59 consecutive years. The trust's structure, discount control policy, and low-cost debt facilities are also noted as key strengths.
Linked Mentions
Tickers discussed in this post
NatWest is mentioned as a UK bank that has taken over banking operations from Tesco and Sainsbury's, indicating an improved competitive position.
Shell is the biggest holding in the City of London Investment Trust's portfolio, despite cutting its dividend in 2020.
Total Energies is a French-based international oil company that has managed itself better than Shell and BP over the last 10 years, notably not cutting its dividend in 2020.
Chevron is mentioned as an exception to other major oil companies regarding oil stuck behind the Strait of Hormuz.
BP is a favored holding due to its reduced exposure to oil stuck behind the Strait of Hormuz and potential for debt reduction, leading to an increased weighting.
Schroders was mentioned as a company that received a bid for its subsidiary Navient from an American company.