The US is not the only game in town: Maggie Fanari of RIT Capital
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The US is not the only game in town: Maggie Fanari of RIT Capital
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このコンテンツについて
RIT Capital Partners is one of the UK’s largest investment trusts with over £4bn in assets under management. Maggie Fanari joined its investment manager, J. Rothschild Capital Management, as CEO in 2024. Her goal is to compound growth for investors without the risk that equity markets carry.
In the episode, Dan Jones and Fanari discuss the structure of the trust, which is split between private assets, listed equities and ‘uncorrelated’ assets, and the trust’s thus-far unsuccessful attempts to narrow the discount on which it trades. Fanari also shares the qualities she looks for when seeking out private assets (one recent addition being Elon Musk’s SpaceX) as well as the recent changes to the trust’s portfolio and her take on the AI market.
Timestamps
00:45 The structure of the trust
02:53 The discount
10:23 RIT’s dividend
11:26 Private assets
18:19 Recent asset allocation changes
22:22 Discerene
25:42 US tech
32:42 European markets
34:11 Asia
34:52 UK equities
35:41 AI
37:38 Overall investment picture
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