Dave Baxter is joined by one of the managers of Migo Opportunities Investment Trust, an unusual fund which exploits valuation anomalies and discounts in other investment trusts.
Dave and Charlotte discuss where she looks for opportunities, interesting asset classes and the reason that share buybacks turn the trust’s head more than dividend increases. Listen to this and more.
Timestamps
00:34 Sectors of interest
6:34 Geopolitical risk
8:14 Worthy investments in private equity
10:38 M&A scale
12:49 Smaller trusts
14:59 Areas of innovation
18:09 Interesting asset classes
25:20 Share buybacks and capital allocation
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