• ‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities

  • Aug 13 2024
  • Length: 31 mins
  • Podcast

‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities

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  • Summary

  • 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 interest

    6:34 Geopolitical risk

    8:14 Worthy investments in private equity

    10:38 M&A scale

    12:49 Smaller trusts

    14:59 Areas of innovation

    18:09 Interesting asset classes

    25:20 Share buybacks and capital allocation




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