‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities
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 interest6:34 Geopolitical risk8:14 Worthy investments in private equity 10:38 M&A scale 12:49 Smaller trusts14:59 Areas of innovation18:09 Interesting asset classes25:20 Share buybacks and capital allocation Hosted on Acast. See acast.com/privacy for more information.