Manager Iain Pyle joins the guys to discuss how Aberdeen Equity Income finds attractively-valued stocks which can pay their way via dividends while earnings growth delivers capital gains. Iain also highlights the advantages of the investment trust structure, including the ability to borrow money or ‘gear’, and how the merger with Shires has broadened the trust's toolkit by adding exposure to preference shares and fixed income. Finally, Iain sets out the bull case for two recent purchases, namely consumer packaged goods business Coca-Cola HBC (LON:CCH) and metal flow engineering leader Vesuvius (LON:VSVS).
