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. 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. Timestamps  00:34 Sectors of interest 6:34 Geopolitical risk 8:14 Worthy investments in private equity  10:38 M&A scale  12:49 Smaller trusts 14:59 Areas of innovation 18:09 Interesting asset classes 25:20 Share buybacks and capital allocation Hosted on Acast. See acast.com/privacy for more information.