IC Interviews: James de Uphaugh and Imran Sattar of Edinburgh Investment Trust

In this episode of The IC Interviews, personal finance writer Val Cipriani sits down with James de Uphaugh and Imran Sattar of Edinburgh Investment Trust, managed by Liontrust. Boasting 50 years of investment experience between them, James and Imran have worked together in various firms since the 1990s, including BlackRock and Majedie. In this conversation, they explore how the portfolio will deal with a period of economic stagnation, discuss holdings including M&S and new addition Admiral, and explain what investors should expect when Imran takes over from James as head of Global Fundamental in February next year. Listen to our podcasts: https://www.investorschronicle.co.uk/... Follow us on Twitter:   / ichronicle   Follow us on Instagram:   / investorschronicle   01:15 How has running the fund been since 2021? 03:39 Advice James would have liked when he began in the industry 06:50 What it will take to make UK equities attractive again 10:14 The trust and the change occurring within it 15:24 The portfolio 19:12 The metrics they look at 20:06 M&S 23:42 UK banks 26:08 When do they decide to sell 29:44 New companies in the portfolio 31:12 What 2024 may look like