James De Uphaugh: "We like companies to stay public, bar a stupendously compelling offer"

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Recorded09 Jul 2021

Publisherfeeds.acast.com ↗

Handlerec:10067684

Show notes

James De Uphaugh and his team might have questioned their luck when they took over the running of the Edinburgh Investment Trust in March 2020. Sixteen months on, the trust has both outperformed its benchmark and recovered its pandemic losses, all with a UK-dominated equity portfolio.In this conversation with the IC, the Majedie Asset Management chairman and co-founder gives his take on the Morrisons takeover battle, inflationary pressures, and why he is selling out of Associated British Foods and Hargreaves Lansdown. Hosted on Acast. See acast.com/privacy for more information.

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