Video•Feb 19, 2026
Seeking Resilient Income and Capital Growth with Dunedin Income Growth Investment Trust
Dunedin Income Growth Investment Trust, a 150‑year‑old UK‑centric trust, targets long‑term income and capital growth by investing in high‑quality companies able to withstand political, economic and technological shocks. Co‑manager Ben Richie says the portfolio is built around strong business models, balance sheets, cash flow and governance, diversified across cycles, geographies and business models. He argues valuation premiums for quality stocks have collapsed, making the trust’s focus on resilient growth companies more attractively priced relative to the broader market. The trust also emphasizes long‑term themes—technology adoption, demographics and consumer health—and has adjusted its distribution policy to reflect buybacks and other returns of capital.
