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Murray International Trust (MYI)
MYI is a high-conviction portfolio that invests principally across global equity markets
with the option to introduce fixed income instruments. Its aim is to deliver an
above average dividend yield alongside dividend and capital growth ahead of
inflation. The near 120-year-old trust is run by a trio of managers, Bruce
Stout, Martin Connaghan and Samantha Fitzpatrick, with Mr Stout set to retire
this summer.
In this
interview we talk to co-manager Samantha Fitzpatrick about the impact of
inflation on the trust’s ability to deliver on its income growth objective; the
advantages of the company’s free ranging global remit, and why it’s currently
overweight in emerging markets; the importance of capital preservation in the
strategy and why the managers are happy to accept the ‘defensive’ label; using
ESG analysis as a risk management tool; and why a potentially new interest rate
paradigm is unlikely to bring a change to the managers’ approach.
View all episodes
By John HughmanMYI is a high-conviction portfolio that invests principally across global equity markets
with the option to introduce fixed income instruments. Its aim is to deliver an
above average dividend yield alongside dividend and capital growth ahead of
inflation. The near 120-year-old trust is run by a trio of managers, Bruce
Stout, Martin Connaghan and Samantha Fitzpatrick, with Mr Stout set to retire
this summer.
In this
interview we talk to co-manager Samantha Fitzpatrick about the impact of
inflation on the trust’s ability to deliver on its income growth objective; the
advantages of the company’s free ranging global remit, and why it’s currently
overweight in emerging markets; the importance of capital preservation in the
strategy and why the managers are happy to accept the ‘defensive’ label; using
ESG analysis as a risk management tool; and why a potentially new interest rate
paradigm is unlikely to bring a change to the managers’ approach.