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Utilico Emerging Markets Trust (UEM)

EPISODE · Oct 8, 2024 · 35 MIN

Utilico Emerging Markets Trust (UEM)

from JohnBaronPortfolios.co.uk · host John Hughman

UEM is an investment company dedicated to equity investments in infrastructure, utility, and related sectors in the emerging markets. Supported by a team of specialist industry analysts, the company has been managed by Charles Jillings since it was established in 2011 and has beaten the global emerging markets benchmark over 1, 3 and 5 years, as well as offering an attractive dividend. In this interview, we talk to Charles about the sectors and regions favoured by the trust including transportation, utilities, and digital infrastructure; why the company takes a bottom up approach to stock selection, and how this fits into an overlay of the four megatrends shaping global infrastructure investment; the difficulties posed to investors by China; and why the integration of ESG, and particularly governance and good management, is a key aspect of the company's investment approach.

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Utilico Emerging Markets Trust (UEM)

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