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Inside Brunner Investment Trust: A Conversation with Julian Bishop

Inside Brunner Investment Trust A Conversation with Julian Bishop

Discover the story behind Brunner Investment Trust in this conversation with Co-lead Portfolio Manager Julian Bishop. Julian shares his personal journey to becoming a global equity investor, explaining how curiosity about the world shaped his investment approach.

Established in 1927, Brunner Investment Trust invests globally, aiming to provide shareholders with growth in capital and dividends over the long term. The Brunner family remain significant shareholders of the Trust, reflecting its origins in long-term intergenerational wealth management - principles that continue to guide the Trust today.

In this video, you'll hear about:

  • Julian's path from a passion for geography, to managing global equities
  • Brunner's "all-weather" investment philosophy balancing quality, value, and growth
  • The Trust's dual mandate of capital growth and dividend growth
  • How Brunner has achieved AIC Dividend Hero status with over fifty consecutive years of dividend increases
  • The importance of focusing on businesses with sustainable competitive advantages
  • Why the Trust takes a marathon approach, not a sprint, to wealth creation

Whether you're a current shareholder or considering an investment in Brunner, this video offers an insight into the people and principles guiding one of the UK's most established investment trusts.

Duration: 3 minutes 28 seconds

This is a marketing communication. Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors may not get back the full amount invested.

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Videos, Podcasts & Reading

Inside Brunner Investment Trust: A Conversation with Julian Bishop

Discover the story behind Brunner Investment Trust in this conversation with Co-lead Portfolio Manager Julian Bishop. Julian shares his personal journey to becoming a global equity investor, explaining how curiosity about the world shaped his investment approach. Established in 1927, Brunner Investment Trust invests globally, aiming to provide shareholders with growth in capital and dividends over the long term. The Brunner family remain significant shareholders of the Trust, reflecting its origins in long-term intergenerational wealth management - principles that continue to guide the Trust today.

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11/11/2025

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Global Trade, Local Groceries: Brunner’s Investment Lens

In this episode, Brunner Investment Trust’s Julian Bishop and James Ashworth unpack the economic and political forces shaping global markets – from US tariffs and trade tensions to the rationale behind one of their 2025 portfolio additions, Tesco. Tune in for a discussion on protectionism, inflation, and why cash flow still reigns supreme.

LISTEN TO THE PODCAST

28/08/2025

Videos, Podcasts & Reading

Optimism gives way to uncertainty

US company executives can tend to be ‘hardwired’ for optimism but, after the Trump rally at the end of 2024, euphoria has given way to an environment of disruption and uncertainty. Portfolio managers Julian Bishop and James Ashworth discuss how this is impacting global equity markets thus far this year, how it differs substantially from 2024 and what that might mean for the rest of the year.

LISTEN TO THE PODCAST

24/04/2025

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