Interactive Investor interview with Maggie Fanari

In a two-part interview series, Maggie Fanari, CEO of our Manager, J. Rothschild Capital Management Limited, speaks with Sam Benstead at Interactive Investor about RIT’s diversified and resilient global portfolio and performance.

In the first conversation, our CEO discusses RIT Capital Partners’ objective of growing wealth meaningfully over time and how the trust acts as a core diversifier in an equity portfolio. She explains the three key pillars of the company’s investment strategy – Quoted Equities, Private Investments and Uncorrelated Strategies – and highlights the “secret sauce” of the trust – unique relationships with managers around the world giving a strong team of investors unrivalled access to some of the best opportunities.

In the second conversation, Maggie outlines how the business is taking proactive steps to close the share price discount to NAV and is enhancing investor communications, for example through the new website. The interview highlights how RIT has delivered a 10.5% annualised return for investors, or almost 112% total return, over the last decade and is buying back its stock with the aim of enhancing performance.