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Inside the Special Investments Strategy of the Majedie Investment Trust | Arjun Menon Interview

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Manage episode 487146894 series 2806295
Content provided by Investing, Markets and Money and The Armchair Trader. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing, Markets and Money and The Armchair Trader or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, we're diving deeper into the Majedie Investment Trust, with a special focus on a unique part of the portfolio — special investments. Joining us is Arjun Menon from Marylebone Partners, the trust’s investment advisor. Arjun breaks down what special investments are, how they’re sourced, and why they play a crucial role in delivering high-conviction, high-return opportunities — all while maintaining the trust’s commitment to liquidity and risk management. We’ll also hear about two real-world examples from the portfolio: 📈 An activist play in US restaurant chain Portillo’s, 💼 And a credit-focused opportunity involving Metro Bank’s bonds. Whether you're an experienced investor or just curious about how institutional-grade deals are put together, this episode offers valuable insights into how a blend of external managers, direct equities, and special investments creates a truly distinctive strategy. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Majedie Investment Trust 02:47 What is a Special Investment? 04:43 Criteria for selecting a new investment 05:17 Activist campaigns: Portillo's 09:34 Metro Bank bond investment 14:01 What asset classes do you invest in? 14:34 Network is everything 15:33 Staying on top of liquidity 17:45 Can these investments be accessed by retail investors? 19:22 How unique is the Majedie trust's portfolio?
  continue reading

142 episodes

Artwork
iconShare
 
Manage episode 487146894 series 2806295
Content provided by Investing, Markets and Money and The Armchair Trader. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing, Markets and Money and The Armchair Trader or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, we're diving deeper into the Majedie Investment Trust, with a special focus on a unique part of the portfolio — special investments. Joining us is Arjun Menon from Marylebone Partners, the trust’s investment advisor. Arjun breaks down what special investments are, how they’re sourced, and why they play a crucial role in delivering high-conviction, high-return opportunities — all while maintaining the trust’s commitment to liquidity and risk management. We’ll also hear about two real-world examples from the portfolio: 📈 An activist play in US restaurant chain Portillo’s, 💼 And a credit-focused opportunity involving Metro Bank’s bonds. Whether you're an experienced investor or just curious about how institutional-grade deals are put together, this episode offers valuable insights into how a blend of external managers, direct equities, and special investments creates a truly distinctive strategy. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Majedie Investment Trust 02:47 What is a Special Investment? 04:43 Criteria for selecting a new investment 05:17 Activist campaigns: Portillo's 09:34 Metro Bank bond investment 14:01 What asset classes do you invest in? 14:34 Network is everything 15:33 Staying on top of liquidity 17:45 Can these investments be accessed by retail investors? 19:22 How unique is the Majedie trust's portfolio?
  continue reading

142 episodes

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