Everybody I know calls me a contrarian. I disagree. Nonetheless, the enduring popularity of our discount portfolio with readers can’t help but pique our interest in contrarian opportunities. With our discount opportunities portfolio, we look for opportunities in investment trusts where we can see a reasonable rationale for a wide discount narrowing and the potential for NAV outperformance too. Several investment managers, such as the managers of Miton Global Opportunities (MIGO) and AVI Global ....
02 Jun 2021
Fortune favours the brave (sometimes)
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Fortune favours the brave (sometimes)
CC Japan Income And Growth Trust (CCJI:LON), 0 | MIGO Opportunities Trust PLC GBP (MIGO:LON), 340 | AVI Japan Opportunity Trust Plc (AJOT:LON), 130 | AVI Global Trust PLC GBP (AGT:LON), 232
- Published:
02 Jun 2021 -
Author:
Callum Stokeld -
Pages:
9
Everybody I know calls me a contrarian. I disagree. Nonetheless, the enduring popularity of our discount portfolio with readers can’t help but pique our interest in contrarian opportunities. With our discount opportunities portfolio, we look for opportunities in investment trusts where we can see a reasonable rationale for a wide discount narrowing and the potential for NAV outperformance too. Several investment managers, such as the managers of Miton Global Opportunities (MIGO) and AVI Global ....