Charlotte Cuthbertson

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.