185: RIT Capital Partners: Global, Unconstrained, Undervalued? A Conversation with Maggie Fanari (RIT CEO)
Money Maze Podcast16 Loka 2025

185: RIT Capital Partners: Global, Unconstrained, Undervalued? A Conversation with Maggie Fanari (RIT CEO)

Founded in 1971 as the Rothschild Investment Trust, RIT Capital Partners PLC, continues today with a mandate to preserve and grow capital across generations through a multi-asset, global and unconstrained strategy.

As one of the UK’s largest investment trusts, with total assets of approximately £4bn (over 20% of which is owned by family members), RIT targets CPI + 3% as one of its benchmarks, aiming to meet those real return objectives for long-term wealth preservation.

In this conversation Maggie explains the asset allocation, where private assets represent 30% of the assets, public equities at 40%, and uncorrelated nearly 20%.

She discusses their approach to the asset classes, the network of partners that offers them unusual access, why Hedge Funds play an important role and how they look at currency exposures and hedging and to whom such an approach makes sense.

Finally, she assesses the 30% discount to NAV, which although part of a wider UK problem, might seem unusually compelling, and the actions they are taking to try to close the gap.
NOTE - This podcast was recorded in September 2025, and therefore all RIT data is provided as at 31/08/2025. Statistics cited in this description by Simon are all approximations and for general information purposes only. Please find RIT’s regulatory disclosures here. Money Maze Podcast disclaimer here.

The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube

Jaksot(231)

189: From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest

189: From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest

When we interviewed Howard Marks in March of 2025, he observed, “It's the pioneers who get the arrows”. Many consider a 21st century investment pioneer to be Cathie Wood. She embraces disruptive inno...

4 Joulu 20251h 22min

188: Yield, Shield, and Scale: Inside the Ares Management Playbook (With Blair Jacobson, Co-President)

188: Yield, Shield, and Scale: Inside the Ares Management Playbook (With Blair Jacobson, Co-President)

Ares is recognised as one of the leading global alternative investment managers, investing across credit, real estate, private equity and infrastructure.Listed on the NYSE, it has over 4,000 employees...

27 Marras 202555min

187: Investing & Philanthropy - With Sir Chris Hohn, Founder, TCI Fund Management & CIFF

187: Investing & Philanthropy - With Sir Chris Hohn, Founder, TCI Fund Management & CIFF

In September we held our inaugural Money Maze Allocator Summit and over the two days there was fantastic discussion, debate, insights, disagreement and a lot of learning. It proved incredibly popular...

13 Marras 202549min

186: Rare Earths, Energy, and the Green Agenda (Money Maze Allocator Summit 2025)

186: Rare Earths, Energy, and the Green Agenda (Money Maze Allocator Summit 2025)

On 30th September and 1st October 2025 we held our inaugural Money Maze Allocator Summit (MMAS). We gathered 120+ global investors & allocators - many of whom have been previous guests - for 2 days of...

30 Loka 202552min

184: From Westminster to Silicon Valley: A Connected World at Risk - Sir Nick Clegg on threat to Global Connection in the Age of AI & Political Conflict.

184: From Westminster to Silicon Valley: A Connected World at Risk - Sir Nick Clegg on threat to Global Connection in the Age of AI & Political Conflict.

It’s not every guest who would admit in their new book, with brutal honesty, “I’ve been vilified, satirised, protested against- a hate figure both on left and right.”  But it is also uncommon, if not...

18 Syys 20251h 18min

183: How Good of a Communicator Are You? Messaging, Reputation, Trust & Strategy in the Age of AI - With Jen Prosek, CEO and Founder of Prosek

183: How Good of a Communicator Are You? Messaging, Reputation, Trust & Strategy in the Age of AI - With Jen Prosek, CEO and Founder of Prosek

Today’s episode started as “Good Investor, Poor Communicator”, but as we researched this topic ahead of the conversation it became a bigger theme than simply, why at times, great investment managers a...

9 Syys 202552min

182: Private Credit: Hype, Hazard, or the Next Big Thing in Long-Term Growth? With Huw Van Steenis, Vice Chair of Oliver Wyman.

182: Private Credit: Hype, Hazard, or the Next Big Thing in Long-Term Growth? With Huw Van Steenis, Vice Chair of Oliver Wyman.

When someone speaks with a deep of understanding of the banking and finance systems, is widely respected, and then expresses a strong but debatable view, about a developing asset class, we think it’s ...

28 Elo 202551min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
herrasmieshakkerit
rahapuhetta
rss-laakispodi
rss-sisalto-kuntoon
rss-sami-miettinen-neuvottelija
leadcast
rss-lahtijat
rss-bisnesta-bebeja
rss-seuraava-potilas
sijoituspodi
rss-karon-grilli
rss-juurisyy-johtamisesta-kilpailuetua
rss-draivi
rss-johtoajatuksia