Matthew Tillett, lead portfolio manager of The Brunner Investment Trust (BUT), provides an update on the market outlook and recent developments at the trust, which aims to provide investors with a one-stop-shop for global equities. Questions include: 00:55 - Background to Matthew Tillett. 01:40 - Can you summarise the outlook for global equities? 03:59 - How many stocks are in the portfolio and what are the sector and geographical weightings? 06:35 - What have been the recent changes to the portfolio? 09:00 – Please give some examples of companies added to the portfolio. 11:53 - What is the portfolio turnover? 12:42 - What has been the dividend track record? 14:30 - Why is the trust trading at a wide discount to NAV? See more at: https://www.edisongroup.com/edison-tv/
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