Investor Insights – Martin Connaghan & Samantha Fitzpatrick, Murray International Trust

Episode #52 features a discussion with Martin Connaghan & Samantha Fitzpatrick, both Senior Investment Directors at Aberdeen and the portfolio managers of the Murray International Trust (MYI-LON).

Introduction
Ch.1 Opening anecdote
Ch.2 The main features of the MYI approach
Ch.3 Geographic positioning
Ch.4 How to achieve balance within an equity income portfolio
Ch.5 Observations from recent market events
Ch.6 Asset allocation and the flexibility of the investment trust structure
Ch.7 The opportunity set for equity income investing
Ch.8 Highest conviction area
Ch.9 Disclaimer and risk warnings

In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues. The series can also be accessed on YouTube and Spotify by searching for ‘Killik & Co’s Investor Insights’.

Please get in touch via investorinsights@killik.com for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co.

This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).