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Portfolio positioning, valuations and global opportunities

Watch the latest manager update video from Samantha Fitzpatrick, Co-Manager of Murray International Trust.

Illustration of bright orange headphones, two overlapping speech bubbles, and a studio light on a stand against a blue background, representing audio recording or podcasting.

Duration: 8 Mins

In the latest manager update video, Samantha Fitzpatrick, Co-Manager of Murray International Trust, outlines current portfolio positioning, including a new investment in Blackstone, recent profit-taking across strong performers, and regional exposures.

She also discusses the trust’s focus on income generation, approach to valuations, and the importance of diversification and fundamentals in navigating ongoing market and geopolitical uncertainty.

Watch below.

 

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