11 episodes

Discover the world of investment trusts in the 'Uncovering Trusts' podcast series by Edison Group. Hear from Edison’s analysts and trusts’ management and gain insights into how these trusts, covered by Edison, effectively manage assets to maximize returns, aligning with the risk appetite and diverse requirements of both commercial and retail clients.

Edison is a leading investor relations business, operating across all major capital markets. We help create optimal valuations for client stocks, deploying our award-winning combination of intelligent strategic advice, equity research, investor marketing and direct investor engagement.

To find out more about investment trust covered by Edison, please visit: https://www.edisongroup.com/equities/investment-companies/

Uncovering Trusts by Edison Group Edison Group

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    • 5.0 • 1 Rating

Discover the world of investment trusts in the 'Uncovering Trusts' podcast series by Edison Group. Hear from Edison’s analysts and trusts’ management and gain insights into how these trusts, covered by Edison, effectively manage assets to maximize returns, aligning with the risk appetite and diverse requirements of both commercial and retail clients.

Edison is a leading investor relations business, operating across all major capital markets. We help create optimal valuations for client stocks, deploying our award-winning combination of intelligent strategic advice, equity research, investor marketing and direct investor engagement.

To find out more about investment trust covered by Edison, please visit: https://www.edisongroup.com/equities/investment-companies/

    11. Uncovering Trusts – Canadian General Investments (CGI)

    11. Uncovering Trusts – Canadian General Investments (CGI)

    In this episode, our director of content, investment trusts Milosz Papst explores Canadian General Investments, which aims to generate above-average total returns from a diversified portfolio of North American (predominantly Canadian) equities. He talks about CGI's unconstrained investment approach, its track record of outperformance, as well as major active sector weights. He delves into CGI's recent investment in two uranium producers. He also comments on the company's dividend distributions, gearing and discount to NAV.

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    About 'Uncovering Trusts'

    'Uncovering Trusts': is a podcast run by Edison analysts released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.

    About Edison:

    Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

    Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    • 9 min
    10. Uncovering Trusts – UIL (UTL)

    10. Uncovering Trusts – UIL (UTL)

    In this episode, our director of content, investment trusts Milosz Papst explores UIL, an investment company whose aim is to maximise shareholder returns by identifying investments worldwide where the estimated underlying value is not fully recognised. He talks about ICM, the company's investment manager, and its stock selection process based on the following three medium-term views: 1) the world's financial markets are over indebted; 2) technological change offers strong investment upside; and 3) emerging markets offer better GDP growth opportunities than developed markets. He delves into UIL's investment portfolio, including its four major platforms. He also comments on the company's leverage, dividend policy and discount to NAV.

    ***********************************************************

    About 'Uncovering Trusts'

    'Uncovering Trusts': is a podcast run by Edison analysts released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.

    About Edison:

    Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

    Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    • 10 min
    9. Uncovering Trusts – abrdn Asian Income Fund (AAIF)

    9. Uncovering Trusts – abrdn Asian Income Fund (AAIF)

    In this episode, our director of content, investment trusts Milosz Papst discusses the abrdn Asian Income Fund, an investment company which offers the prospects of both capital and income growth and which could be considered as a core offering for investors seeking diversification through Asian equity exposure. He covers the company's bottom-up stock selection process and how it aims to benefit from the underlying growth themes across Asia. He also discusses the company's strong track record of dividend payments, as well as the recent measures to drive alignment with shareholders, including a fee reduction and the reinvestment of management fees program.

    ***********************************************************

    About 'Uncovering Trusts'

    'Uncovering Trusts': is a podcast run by Edison analysts released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.

    About Edison:

    Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build  bigger, better-informed investor audiences for our clients.

    Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    • 8 min
    8. Uncovering Trusts – Princess Private Equity (PEY)

    8. Uncovering Trusts – Princess Private Equity (PEY)

    In this episode, our director of content, investment trusts Milosz Papst focuses on Princess Private Equity, an investment company which offers a balanced exposure across private developed markets. He talks about how the investment approach of Partners Group (its investment manager) translates into revenue and earnings growth across the company's portfolio. He also comments on the company's dividend policy, its recently introduced buyback framework, its track record in terms of portfolio exits, as well as balance sheet headroom.

    ***********************************************************

    About 'Uncovering Trusts'

    'Uncovering Trusts': is a podcast run by Edison analysts released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.

    About Edison:

    Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

    Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    • 10 min
    7. Uncovering Trusts - Murray Income Trust (MUT)

    7. Uncovering Trusts - Murray Income Trust (MUT)

    In this episode, Edison analyst Joanne Collins discusses Murray Income Trust, which invests in high-quality, mainly UK-listed stocks, outlining its long term performance record and the rationale for holding some overseas stocks. The episode highlights the Board's commitment to maintaining the Company's 50 year track record of continuously rising dividends and explains why the managers are confident about the outlook for the sector and the Company.

    ***********************************************************

    About Uncovering Trusts

    The Uncovering Trusts podcast is run by Edison analysts and released every two weeks. Subscribe to hear analyst talk about how investment trusts maximise returns while managing risks for investors.

    About Edison

    Edison is a content-led IR business. We believe high-quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

    Edison covers 50+ investment trusts. Read about them here: www.edisongroup.com [http://www.edisongroup.com/]

    • 11 min
    6. Uncovering Trusts – Deutsche Beteiligungs

    6. Uncovering Trusts – Deutsche Beteiligungs

    In this episode, our director of content, investment trusts Milosz Papst dives into Deutsche Beteiligungs and its unique business model as an investor and asset manager focused on the private equity mid-market in the DACH region (Germany in particular) and neighbouring countries. He discusses the company's portfolio shift in terms of sector exposure, as well as its latest entrance into the private debt business. He also talks about the company's track record and its policy on dividends and buybacks.

    ***********************************************************

    About Uncovering Trusts

    The Uncovering Trusts podcast is run by Edison analysts and released every two weeks. Subscribe to hear analyst talk about how investment trusts maximise returns while managing risks for investors.

    About Edison

    Edison is a content-led IR business. We believe high-quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

    Edison covers 50+ investment trusts. Read about them here: www.edisongroup.com [https://www.edisongroup.com/equities/investment-companies/]

    • 10 min

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