reports
- Pedro Fonseca
Murray International Trust - Attractive offering of income and capital...
Murray International Trust’s (MYI’s) three managers, Bruce Stout, Martin Connaghan and Samantha Fitzpatrick, have worked closely together since 2001, so it will be business as usual when Stout retires at the end of June. The trust has amassed considerable revenue reserves (equivalent to around one year’s annual dividend) so was able to continue its progressive dividend policy during COVID; MYI returned to a covered dividend in FY22. Despite high inflation preventing real (above inflation) divide...
- Pedro Fonseca
Murray International Trust - Business as usual at Murray International
The board of Murray International Trust (MYI) has been planning for manager Bruce Stout’s end-June 2024 retirement for a long time. He and the trust’s other two co-managers, Martin Connaghan and Samantha Fitzpatrick, have worked together for many years and they all share the same investment philosophy, so following Stout’s departure it will be business as usual. MYI returned to a covered dividend in FY22 following a two-year period where the trust’s income was negatively affected by COVID. Altho...
- Pedro Fonseca
Murray International Trust - Things looking good for MYI’s shareholder...
Murray International Trust (MYI) is managed by members of abrdn’s global equity team, Bruce Stout (lead manager), Martin Connaghan and Samantha Fitzpatrick. Things are progressing well for the trust, which meaningfully outperformed its global reference index in FY22. MYI’s income during the period exceeded the managers’ expectations and the proposed annual dividend was c 1.1x covered. Performance has been enhanced by portfolio activity undertaken during the global pandemic, due to successful sto...
Murray International Trust: 1 director
A director at Murray International Trust maiden bought 2,000 shares at 1,298p and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last t...
- Pedro Fonseca
Murray International Trust - Big improvement in relative performance
Murray International Trust (MYI) employs a team-based approach, headed up by Bruce Stout working closely with Martin Connaghan and Samantha Fitzpatrick, who are part of abrdn’s global equity team. The trust offers investors a globally diversified portfolio of primarily equities (c 90%) with the balance in fixed income securities and cash, broadly split 50:50 between developed and emerging markets. MYI’s portfolio is constructed independently on a bottom-up basis without consideration of the make...
- Pedro Fonseca
Murray International Trust - Sticking to the funds income and growth c...
Murray International Trust (MYI) is managed by Bruce Stout, who is supported by Martin Connaghan and Samantha Fitzpatrick; they are part of abrdn’s global equity team. The fund provides a differentiated offering for investors as emerging markets make up close to 50% of the portfolio as the managers favour these regions in terms of their higher growth potential and reasonably attractive valuations. A higher focus on real assets in recent years should stand the trust in good stead in the current i...
- Pedro Fonseca
Murray International Trust - Real income fund with diversified revenue...
Murray International Trust (MYI) is managed by abrdn’s (formerly Aberdeen Standard Investments) global equity team, which is headed by Bruce Stout; he is supported by Martin Connaghan and Samantha Fitzpatrick. The fund continues to have a large weighting to emerging markets as these are where the managers see the most attractive growth prospects along with reasonable valuations. Stout refers to 2021 being a ‘year of repair and recovery’, and he is encouraged by the improvement in the trust’s inc...
- Pedro Fonseca
Murray International Trust - Real income fund with diversified revenue...
Murray International Trust (MYI) is managed by abrdn’s (formerly Aberdeen Standard Investments) global equity team, which is headed by Bruce Stout; he is supported by Martin Connaghan and Samantha Fitzpatrick. The fund continues to have a large weighting to emerging markets as these are where the managers see the most attractive growth prospects along with reasonable valuations. Stout refers to 2021 being a ‘year of repair and recovery’, and he is encouraged by the improvement in the trust’s inc...
- Pedro Fonseca
Murray International Trust - Manager took advantage of 2020 market vol...
Murray International Trust (MYI) is managed by the Global Equity team at Aberdeen Standard Investments (ASI), led by Bruce Stout and supported by Martin Connaghan and Samantha Fitzpatrick. Stout says ‘it was a humbling experience to manage an income fund in 2020 as so many companies had to cut, cancel or suspend their dividends’. Last year, global stock market leadership was narrow as ‘when growth is scarce investors are prepared to pay any price for growth businesses’. Once vaccine programmes g...
- Pedro Fonseca
Murray International Trust - Manager took advantage of 2020 market vol...
Murray International Trust (MYI) is managed by the Global Equity team at Aberdeen Standard Investments (ASI), led by Bruce Stout and supported by Martin Connaghan and Samantha Fitzpatrick. Stout says ‘it was a humbling experience to manage an income fund in 2020 as so many companies had to cut, cancel or suspend their dividends’. Last year, global stock market leadership was narrow as ‘when growth is scarce investors are prepared to pay any price for growth businesses’. Once vaccine programmes g...
- Pedro Fonseca
Murray International Trust - Committed to paying the dividend
Murray International Trust (MYI) provides investors with a diversified portfolio of global equities and fixed income securities. Lead manager Bruce Stout aims to generate an above-average dividend yield, with long-term growth in dividends and capital ahead of inflation. While there have been unprecedented pressures on dividends globally, and many businesses have suffered due to the current healthcare crisis, the overall focus of the portfolio remains on companies with robust cash generation, und...
- Pedro Fonseca
Murray International Trust - Significant exposure to emerging markets
Murray International Trust (MYI) is managed by Bruce Stout and the global equity income team at Aberdeen Standard Investments (ASI). They aim to generate an above-average dividend yield, and long-term income and capital growth, from a diversified portfolio of global equities and fixed income securities. The manager has an unconstrained investment approach, and favours emerging over developed markets, highlighting these regions’ above-average growth prospects and orthodox monetary and fiscal po...
- Pedro Fonseca
Murray International Trust - Continuing to favour emerging markets
Murray International Trust (MYI) is a well-established investment trust, launched in 1907. Manager Bruce Stout runs a diversified portfolio of global equities and fixed income securities, aiming to achieve long-term capital growth while protecting capital during periods of market weakness, and generate an above-average level of income (the current dividend yield is 4.4%). The majority of the portfolio is invested in emerging markets: regions where the manager finds the most attractive opportunit...
- Mel Jenner
Murray International Trust - Disciplined investment process
Murray International Trust (MYI) is managed by Bruce Stout at Aberdeen Standard Investments. He stresses the importance of sticking to his disciplined investment process, regardless of stock market gyrations, to achieve the trust’s objectives of long-term growth (and protection) of capital while delivering an above-average level of income. Stout is very positive on the prospects for emerging markets, suggesting that now the US has backed away from raising interest rates there is potential for ...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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