In this episode, Milosz dives into the bottom-up, unconstrained, contrarian approach of Invesco Asia Trust, which looks for ‘unloved’ investments across Asia with strong fundamentals that are trading at undemanding valuations. He discusses the trust’s current overweight position to China and South Korea, as well as its cyclical bias at present. He also elaborates on the trust’s dividend policy and performance-related conditional tender offer.-----------------------------------------------------------------About Uncovering Trusts:Uncovering Trusts is a podcast run by Edison analysts, released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.About Edison:Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: Engage and build bigger, better-informed investor audiences for our clients.Edison covers 50+ investment trusts. Read about them here: https://www.edisongroup.com/equities/investment-companies/

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related