Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income
Far From The Finishing Post - A podcast by Troy Asset Management
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Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We discuss the changing investment environment, why it could be good for high-quality, dividend-paying companies, and where Blake is finding value in the UK market today.Show notes:[1:16] Being deliberate and patient during tough times[3:30] Equity income investing in a different environment[6:50] Striking the right balance between yield and dividend growth[9:38] Why Blake doesn’t invest in banks and commodity businesses[13:31] The power of incumbency[16:27] The impact of higher inflation[18:33] UK equity valuations[21:30] UK domestic exposure[23:58] How the portfolio has evolved[25:39] The attractiveness of UK-listed consumer staples companies[27:34] Dividends are on a more stable footing following the pandemic[30:31] Growing the dividend in a resilient and consistent way
