23 min listen
James De Uphaugh: "We like companies to stay public, bar a stupendously compelling offer"
James De Uphaugh: "We like companies to stay public, bar a stupendously compelling offer"
ratings:
Length:
30 minutes
Released:
Jul 9, 2021
Format:
Podcast episode
Description
James De Uphaugh and his team might have questioned their luck when they took over the running of the Edinburgh Investment Trust in March 2020. Sixteen months on, the trust has both outperformed its benchmark and recovered its pandemic losses, all with a UK-dominated equity portfolio.In this conversation with the IC, the Majedie Asset Management chairman and co-founder gives his take on the Morrisons takeover battle, inflationary pressures, and why he is selling out of Associated British Foods and Hargreaves Lansdown. Hosted on Acast. See acast.com/privacy for more information.
Released:
Jul 9, 2021
Format:
Podcast episode
Titles in the series (100)
Personal Finance Show 13 March 2015: On this week's show Moira O'Neill talks to guests about investing for income – drawing it from a pension and diversifying the sources of your income. See acast.com/privacy for privacy and opt-out information. by Investors' Chronicle