Mettez-vous hors ligne avec l'application Player FM !
‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities
Manage episode 433934606 series 124416
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
Hosted on Acast. See acast.com/privacy for more information.
1027 episodes
Manage episode 433934606 series 124416
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
Hosted on Acast. See acast.com/privacy for more information.
1027 episodes
Toate episoadele
×Bienvenue sur Lecteur FM!
Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.