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Artwork for Uncovering Trusts by Edison Group

Uncovering Trusts by Edison Group

Edison Group
Utilico Emerging Markets Trust
Latin America
Emerging Markets
CGI
Orbimed Capital
Worldwide Healthcare Trust
Law Debenture Corporation
Murray International Trust
Edinburgh Worldwide Investment Trust
Scottish Mortgage Investment Trust
Baillie Gifford US Growth Trust
Finsbury Growth & Income Trust
Tariffs
Biotechnology
Hgt
Technology
Partners Group Private Equity Limited
Nvidia
Ho Chi Minh City Stock Exchange
Vietnam Enterprise Investments

Discover the world of investment trusts in the 'Uncovering Trusts' podcast series by Edison Group. Hear from Edison’s analysts and trusts’ management and gain insights into how these trusts, covered by Edison, effectively manage assets to maximize returns, aligning with the risk appetite and diverse requirements of both commercial and retail clients.

Edison is a leading investor relations business... more

PublishesTwice monthlyEpisodes57Founded2 years ago
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Artwork for Uncovering Trusts by Edison Group

Latest Episodes

In this episode, our director of content for investment companies, Milosz Papst, talks about Murray International Trust (MYI), one of the oldest investment trusts in the market, managed by Martin Connaghan and Samantha Fitzpatrick at Aberdeen. Listed... more

YouTube

In this episode, Liam O'Byrne, a member of Edison's investment company content team, discusses Canadian General Investments (CGI). Established in 1930, CGI is one of North America's oldest closed-end funds and has been managed by Morgan Meighen & Ass... more

YouTube

In this episode, our director of content for investment companies, Milosz Papst, talks about Utilico Emerging Markets Trust (UEM), a specialist investment trust focused on infrastructure and utility companies across emerging markets. He introduces th... more

YouTube

In this episode, our director of content for investment companies, Milosz Papst, talks about Finsbury Growth & Income Trust (FGT), a UK Equity Income trust celebrating its centenary in 2026. He introduces the trust and its managers’ long-term, high-c... more

YouTube

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Recent Guests

Milosz Papst
Director of Investment Company Content at Edison
Edison Group
Episode: 41. Uncovering Trusts – HgT: A deep dive into selected portfolio holdings and H125 results
Arron Aatkar
Healthcare analyst at Edison
Edison Group
Episode: 39. Uncovering Trusts – Worldwide Healthcare Trust (WWH)
Michal Mordel
Investment trust analyst at the Edison Group
Edison Group
Episode: 36. Uncovering Trusts – A closer look at Vietnam

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Apple Podcasts
#121
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

38. Uncovering Trusts – The Diverse Income Trust (DIVI) – An exciting time for UK investors – enjoy the ride
Q: Remind listeners how stocks are selected for DIVI.
The managers use a bottom-up approach based on thorough fundamental research, favoring smaller, under-researched firms with sustainable cash flows that can support growing dividends, guided by a traffic-light assessment across five key questions including turnover prospects, margin sustainability, team capability, balance sheet headroom, and whether the share price reflects low expectations.
50. Uncovering Trusts – Partners Group Private Equity (PEY): Providing balanced exposure to direct private equity investments
Q: How did the 2025 exit activity translate into benefits for shareholders?
Realization proceeds exceeded 200 million euros, aligning with the historical average, and the board has implemented a structured capital allocation framework to balance distributions with reinvestment opportunities.
50. Uncovering Trusts – Partners Group Private Equity (PEY): Providing balanced exposure to direct private equity investments
Q: You mentioned the manager, who's responsible for running this portfolio?
PEY is managed by Partners Group, a leading global private markets firm with substantial assets under management and a broad, hands-on approach to growing portfolio companies.
41. Uncovering Trusts – HgT: A deep dive into selected portfolio holdings and H125 results
Q: Can you give an example of a more recent investment besides the earlier holdings?
AuditBoard, invested in July 2024 with over 100 million pounds, is highlighted as a modern cloud-native risk platform with high recurring revenue, a large enterprise client base, and substantial M&A and international expansion opportunities.
41. Uncovering Trusts – HgT: A deep dive into selected portfolio holdings and H125 results
Q: How long has HgT been invested in IEFS?
HgT first invested in IEFS in July 2022 as a significant minority alongside a majority stake by EQT and a minority stake by TA Associates, with a later follow-on investment in 2025 expanding HgT's stake and accretion in value.

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Frequently Asked Questions About Uncovering Trusts by Edison Group

What is Uncovering Trusts by Edison Group about and what kind of topics does it cover?

The show analyzes the investment-trust landscape through Edison Group's research lens, inviting Edison analysts and fund managers to dissect portfolio construction, governance actions, and market drivers. Episodes routinely cover a mix of long-term, high-conviction strategies, the role of private-market tilts, valuation frameworks, and regional themes (notably US and Latin American markets). Notable strengths include the depth of trust-specific fundamentals, transparent discussion of fees and risk, and practical takeaways for investors considering diversified, actively managed trusts. A recurring edge is the emphasis on data-driven insights and governance outcomes, making it useful for institutions and sophisticated individual investors eva... more

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Uncovering Trusts by Edison Group launched 2 years ago and published 57 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on Uncovering Trusts by Edison Group include:

1. Milosz Papst
2. Arron Aatkar
3. Michal Mordel

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