In our latest Podcast special, Ian Conway and James Crux welcome Iain Pyle, co-manager of Aberdeen Equity Income Trust (LON:AEI), which aims to deliver an above-average yield. Iain was previously manager of Shires Income, which merged with AEI, and he also manages UK and global income portfolios.
Our special guest talks us through Aberdeen Equity Income’s ‘Focus on Change’ philosophy. Iain explains why cash flows and cash flow yields are important to him when looking for investment ideas.
He also highlights the advantages of the investment trust structure including the ability to borrow money or ‘gear’. In addition, Iain tells us how the merger with Shires broadened the toolkit for the enlarged trust 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).
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Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.
