While the TM RWC Global Equity Income fund itself may be new, the team – led by Nick Clay – is highly experienced, and the investment strategy is well-proven. It has a true contrarian nature backed up by a logical and disciplined philosophy. This leads to an attractively yielding income fund (every holding must yield at least 25% more than the broader market at the point of purchase) that also allows for capital return from a concentrated portfolio.
Read more about TM RWC Global Equity Income
What’s covered in this podcast:
- The type of company the manager likes to invest in [0:16]
- Why ‘buying the controversy and selling the consensus’ doesn’t make the fund risky [1:43]
- Which old favourites the new fund invests in [3:41]
- Whether it’s been easy to find income opportunities in the pandemic [4:41]
- How the fund achieves a yield 25% greater than the market [6:02]
- Why the fund is currently underweight energy and financials [7:03]
- Why the manager thinks interest rates will remain low [8:13]
- What the one lasting change from the pandemic will be [9:22]
- Why the manager is finding more opportunities in the US, India and technology sector [11:53]
- The outlook for the second half of the year [11:59]
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