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Artwork for Uncovering Trusts by Edison Group

Uncovering Trusts by Edison Group

Edison Group
Utilico Emerging Markets Trust
Emerging Markets
Murray International Trust
Latin America
United States
Law Debenture Corporation
Scottish Mortgage Investment Trust
Finsbury Growth & Income Trust
Edinburgh Worldwide Investment Trust
Baillie Gifford US Growth Trust
CGI
Orbimed Capital
Worldwide Healthcare Trust
Canadian General Investments (CGI)
Canada
Hgt
Tariffs
Biotechnology
Technology
Partners Group Private Equity Limited

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 monthlyEpisodes58Founded2 years ago
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InvestingBusiness

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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 Deutsche Beteiligungs (DBAN), a German-based listed private equity and fund management company focused on mid-sized DACH businesses, often through succession... more

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

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Recent Guests

Liam O'Byrne
Portfolio management discussion on CGI
Morgan Meighen & Associates (MMA)
Episode: 56. Uncovering Trusts – Canadian General Investments (CGI): Unlocking long-term value in North American equities
Milosz Papst
Director of Investment Company Content at Edison
Edison Group
Episode: 42. Uncovering Trusts – Franklin Global Trust: An exciting new chapter in the trust's life
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

Chart Rankings

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Apple Podcasts
#60
Ireland/Business/Investing
Apple Podcasts
#239
Ireland/Business
Apple Podcasts
#240
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

55. Uncovering Trusts – Utilico Emerging Markets Trust (UEM): Riding infrastructure megatrends across emerging markets
Q: What is the manager's investment approach and how is it implemented in UEM?
The managers use a bottom-up, fundamental stock selection process, are benchmark-aware but unconstrained by it, and apply internal risk guidelines (e.g., position, country, and sector limits) to build a defensively positioned portfolio with strong stock-level research.
55. Uncovering Trusts – Utilico Emerging Markets Trust (UEM): Riding infrastructure megatrends across emerging markets
Q: Could you perhaps start with a brief introduction to the trust and its recent efforts to broaden its audience?
The trust launched in 2005, re-domiciled to the UK in 2018, and focuses on emerging market infrastructure and utilities, with management by ICM Group and a governance framework that supports long-term value creation and transparency.
57. Uncovering trusts – Murray International Trust (MYI): A dividend hero with a differentiated global portfolio
Q: Could you perhaps start the conversation today by giving a brief introduction to Murray International Trust and its current focus?
MYI is one of the longest-running investment trusts, aiming for above-average dividend yield with long-term dividend and capital growth, achieved through a differentiated global equity portfolio with a lighter US tilt, meaningful emerging markets exposure, and a disciplined, bottom-up stock-selection process supported by Aberdeen's research.
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.

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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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1. Money Makers
2. Invest in Progress
3. On The Money
4. Investors' Chronicle
5. The Personal Investor

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Uncovering Trusts by Edison Group launched 2 years ago and published 58 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. Liam O'Byrne
2. Milosz Papst
3. Arron Aatkar
4. Michal Mordel

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