In our latest Podcast special, Steven Frazer and James Crux welcome Samantha Fitzpatrick, co-manager of investment trust Murray International (LON:MYI). This global equity income fund offers an above average dividend yield. The trust seeks to generate long term growth in dividends and capital ahead of inflation. Murray International has prized AIC dividend hero status, having delivered more than 2 decades of uninterrupted dividend growth. The fund is also the best one-year share price total return performer in the AIC Global Equity Income sector. Our special guest explains why she has confidence in the sustainability and growth of the portfolio’s underlying dividends, even if the global economy slows. Samantha discusses how she balances the opportunity in AI and technology with her focus on income and valuation discipline. She also outlines why the managers have dialled down the trust’s emerging markets exposure. Counter-intuitively, the best opportunities they have found this year have been in the US.
