

‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities
Aug 13, 2024
Charlotte Cuthbertson, a manager at Migo Opportunities Investment Trust, dives into the fascinating world of investment trusts. She discusses the hunt for valuation anomalies and why she finds share buybacks more appealing than dividends. The conversation covers the impact of rising interest rates on sectors like infrastructure and biotech, as well as innovative alternative investments like music royalties. Cuthbertson also highlights the importance of private equity trusts and the influence of activist investors in shaping trust strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 3min
Navigating Investment Trusts in a Rising Rate Environment
02:30 • 12min
Exploring Innovation and Opportunities in Investment Trusts
14:38 • 3min
Navigating Alternative Investments and Activism
18:07 • 11min
Engaging Shareholders: The Shift to Buybacks and Dividends
28:40 • 2min