169. Investing in public and private equity

Schroder British Opportunities Trust was launched just over a year ago in response to the pandemic. Portfolio manager Rory Bateman, and UK small and mid-cap analyst Uzo Ekwue, tell us more about the opportunities they are aiming to exploit. They discuss the differences between private and public equity investing, and give examples of the high growth and undervalued UK companies they are targeting.
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One of the few products to be launched in response to the Covid-19 pandemic, the Schroder British Opportunities Trust (SBOT) seeks to tap into the unloved status of UK equities by targeting companies which have been in the eye of the storm. The portfolio consists of 30-50 small and medium-sized public and private businesses requiring fresh injections of equity, with the trust aiming to provide a net asset value total return of 10% per annum.

What’s covered in this podcast:

  • Why the trust was launched and the opportunities it hopes to exploit
  • Examples of high growth UK companies
  • The type of undervalued companies the managers look for
  • If the trust has a shelf-life or if it is an evergreen strategy
  • How much is invested in private and public companies
  • The pros and cons of private equity
  • Schroders’ capabilities in the private equity space
  • The type of investor the trust may be suitable for
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