Majedie Investments' 3-pronged approach to diversification

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7d ago 10:33

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Majedie Investments PLC (LSE:MAJE) manager Dan Higgins takes Proactive's Stephen Gunnion through the investment trust's unique investment strategy and its appeal to shareholders seeking diversified, long-term returns. Higgins outlined Majedie’s three complementary strategies: external managers, direct investments, and special investments. He explained that external managers make up around 60% of the portfolio, with allocations to specialist equity and credit strategies, including mid-cap biotech, Japan small cap activism, and stressed debt. “Most of the managers that we allocate to are completely off the radar screen of other investors,” Higgins said. Direct investments involve a concentrated selection of 10 to 12 stocks, primarily in Europe, the UK, and Asia, focusing on quality growth companies that are not widely held elsewhere. Special investments, the most differentiated component, involve co-investing alongside trusted partners in high-conviction opportunities such as activist positions in Shake Shack, distressed debt in Metro Bank, and equity positions in CVS Corporation. Higgins also described Majedie’s ‘liquid endowment’ philosophy, emphasising long-term, fundamental investing without relying on illiquid assets like private equity or real estate. He stressed that Majedie is fully aligned with shareholders, with management incentivised through market capitalisation and holding personal investments in the trust. For more videos like this, visit Proactive's YouTube channel. Don’t forget to like the video, subscribe to the channel, and enable notifications for future content. #MajedieInvestments #DanHiggins #InvestmentStrategy #DiversifiedPortfolio #LiquidEndowment #ExternalManagers #DirectInvestments #SpecialInvestments #ProactiveInvestors #FinancialInterview

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