Jan 22 2025 26 mins 4
Host Stuart Fieldhouse meets Martin Connaghan, co-manager of the Murray International Trust. Murray International, listed in London and acquired by abrdn in 2001, is regarded as a sector leader in terms of the dividend yield it is able to deliver to investors.
But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how that fits into the Murray International strategy, and in particular about the red hot Asia tech stock sector.
Stuart and Martin also chat about the fund’s overall strategy and some recent new additions to the portfolio. How do the managers make the case of buying a new position for the fund? Martin also explains how the managers have designed the defensive characteristics of the portfolio, and what this means in practice.
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00:00 Intro to the Murray International Trust
02:21 What the trust invests in
03:51 When companies suspend dividends
06:11 Secret to a great dividend yield
08:17 Emerging markets allocation
11:32 Asia Pacific tech sector growth
14:26 Are Asian stocks consistent dividend payers vs Europe/US stocks?
16:55 Adding Mercedes-Benz to the portfolio
19:49 Macroeconomic factors in stock selection
22:24 Why is the trust rated as defensive?
But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how that fits into the Murray International strategy, and in particular about the red hot Asia tech stock sector.
Stuart and Martin also chat about the fund’s overall strategy and some recent new additions to the portfolio. How do the managers make the case of buying a new position for the fund? Martin also explains how the managers have designed the defensive characteristics of the portfolio, and what this means in practice.
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/
For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register
00:00 Intro to the Murray International Trust
02:21 What the trust invests in
03:51 When companies suspend dividends
06:11 Secret to a great dividend yield
08:17 Emerging markets allocation
11:32 Asia Pacific tech sector growth
14:26 Are Asian stocks consistent dividend payers vs Europe/US stocks?
16:55 Adding Mercedes-Benz to the portfolio
19:49 Macroeconomic factors in stock selection
22:24 Why is the trust rated as defensive?
