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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