The UK Investor Magazine was delighted to welcome Dan Higgins and James Bloomer from Marylebone Partners to discuss Majedie Investments’ deeply diversified approach to delivering value to shareholders.
Majedie Investments is an investment trust like no other.
Dan provides an overview of their differentiated approach, which allocates the portfolio across direct investment, special investments, and external fund managers.
The portfolio contains UK stocks such as Weir Group, a copper-focused ETF, and uranium investments that can’t be named, as well as investments with deeply specialised fund managers that UK retail investors simply don’t have direct access to.
Find out more about Majedie Investments here
The conversation explores their contrarian philosophy. Most investors forecast markets. Marylebone doesn’t. Their portfolio deliberately diverges sharply from global equity indices. They explain why non-consensual thinking matters and why they’ve avoided the mega-cap U.S. stocks that dominate benchmarks.
The U.S. has led global markets for over a decade. But Higgins and Bloomer question whether this regime is permanent. They dig into America’s position as a net debtor to the world and explain why the net international investment position should matter to investors.
Emerging markets have disappointed for years. Yet that long underperformance may be the opportunity.
Bloomer, fresh from another research trip to China, addresses what investors misunderstand about Chinese policymakers and outlines the country’s deep appeal. We explore ideological risks shaping markets today.
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