Trust Update Video

Brunner 2019 AGM Presentation

Lucy Macdonald
04/04/2019

Watch portfolio manager Lucy MacDonald present her investment decisions and outlook for the Trust. Lucy also answers key questions on stocks and portfolio positioning.

Edison Research: Debt refinancing provides more flexibility

Following Brunner’s debt refinancing in 2018, Lucy Macdonald highlights increased flexibility to focus on higher-conviction, more interesting quality growth companies.

The best of most worlds

Lucy Macdonald talks longevity and long-term conviction in the context of building a global equity portfolio. She also discusses the team’s aim of discovering stocks that can be future winners and the importance of doing this ahead of the crowd. 

Brunner slashes cost of its debt and income investors should benefit

The Trust was positively profiled in Richard Evans’ Questor column. Evans focuses on the benefits to investors of the recent paying off of expensive borrowings, the increased globalisation of the trust and the move from two portfolios to one.

Brunner: the search for future winners ahead of the crowd

Lucy Macdonald considers how stock selection can cope with momentary unrest in markets and explains how her priority for Brunner is to build a concentrated global equity portfolio of around 70 strongly financed companies with good growth prospects that are trading on sensible valuations.

Mail on Sunday: 'We may look like two cautious females but we are very active'

The Brunner Investment Trust PLC was positively profiled in the Fund Focus column in a piece by Jeff Prestridge. Prestridge focuses on the rarity of the two most powerful positions on a trust’s board – chairperson and investment manager – to be held by females.


Warming to investment trusts

150 years since the first investment trust was launched, Adam Gent (AllianzGI’s Head of Retail/Wholesale Northern Europe) looks at how these closed-ended funds have adapted to investors’ needs over time.

© Allianz Global Investors GmbH 2019, Registered Office: Frankfurt am Main, Register: HRB 9340, Local court: Frankfurt am Main. All Rights Reserved. The Brunner Investment Trust PLC is incorporated in England and Wales. (Company registration no. 226323). Registered Office: 199 Bishopsgate, London, EC2M 3TY. VAT registration no. 244 7355 54. The Company is a member of the Association of Investment Companies - Category: Global Growth.