{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/a4c5de36-8260-4222-8e38-ff997dc73436/66ba2cb27807a62ff2dbb76f?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/61b9b44742e856e989985776/1734447763515-1db51275-51ee-471c-8329-475b063e04ff.jpeg?height=200","description":"<p>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.</p><p><br></p><p>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. </p><p><br></p><p><strong>Timestamps&nbsp;</strong></p><p>00:34 Sectors of interest</p><p>6:34 Geopolitical risk</p><p>8:14 Worthy investments in private equity&nbsp;</p><p>10:38 M&amp;A scale&nbsp;</p><p>12:49 Smaller trusts</p><p>14:59 Areas of innovation</p><p>18:09 Interesting asset classes</p><p>25:20 Share buybacks and capital allocation</p><p><br></p><p><br></p>","author_name":"Investors' Chronicle"}