Name
Driving change in investment trusts
Date & Time
Friday, November 6, 2026, 2:55 PM - 3:15 PM
Speakers
Tom Treanor, Portfolio Manager, MIGO Opportunities Trust (MIGO), AVI
Charlotte Cuthbertson, Portfolio Manager, MIGO Opportunities Trust (MIGO), AVI
Charlotte Cuthbertson, Portfolio Manager, MIGO Opportunities Trust (MIGO), AVI
Description
UK investment trusts have faced a number of headwinds in the last few years, but this has also created opportunities to buy in at a discount to fundamental value. Managers and boards have now begun to focus on improving performance and discounts have begun to close significantly in many areas once the right steps are taken. Investors should look for situations where there is a key catalyst for extracting value.