The UK Investor Magazine was delighted to welcome Martin Connaghan, Co-Portfolio Manager of the Murray International Trust, for a deep dive into the trust and its approach to building a high-conviction global income portfolio.
Find out more about the Murray International Trust here.
We start by exploring the trust’s geographical weighting and why the Murray International Trust is underweight the United States.
Martin provides insight into the trust’s stock selection process and how they blend bottom-up research with positioning for macro influences such as tariffs and AI.
We discuss individual portfolio companies, including Broadcom and Taiwan Semiconductor and how the trust has been managing its positions in some of the portfolio’s largest holdings.
Martin finishes off by outlining what excites him about the year ahead and what keeps him up at night.
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