DiscoverUK Investor MagazineA highly differentiated and diversified approach to securing inflation-beating returns with Majedie Investments
A highly differentiated and diversified approach to securing inflation-beating returns with Majedie Investments

A highly differentiated and diversified approach to securing inflation-beating returns with Majedie Investments

Update: 2025-04-29
Share

Description

The UK Investor Magazine was thrilled to welcome Dan Higgins, Founding Partner and Chief Investment Officer of Marylebone Partners, the manager of Majedie Investments, to the podcast for an in-depth exploration of the investment trust and its strategy.


This Podcast is essential listening for all individual equity and investment trust investors.


Dan starts by explaining their ‘liquid endowment’ approach to managing Majedie Investments, outlining their objective to deliver returns in excess of inflation through a deeply diversified and unique portfolio of equity-based investments.


Explore Majedie Investments here.


The Majedie Investments portfolio is constructed through allocations to three clear strategies: external managers, special investments and direct investments. Dan’s explanation of each strategy is truly fascinating, and the combination of the strategies creates a unique proposition for investment trust investors.


Dan explains why the trust should be considered by investors seeking an alternative to the US tech trade and why portfolios like Majedie’s could outperform over the next decade.


We address the current market volatility. Dan shares his views on navigating Trump-induced trade tensions and their implications for Majedie Investments.


Hosted on Acast. See acast.com/privacy for more information.

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

A highly differentiated and diversified approach to securing inflation-beating returns with Majedie Investments

A highly differentiated and diversified approach to securing inflation-beating returns with Majedie Investments