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Kepler Trust Intelligence Podcast

Kepler Trust Intelligence Podcast

Trust Issues: investing in digital infrastructure equity with CORD’s Steven Marshall

Kepler Trust Intelligence Podcast · Dec 9, 2024 · 17:36

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In this episode of Trust Issues, we speak to Steven Marshall, Chairman of Cordiant Digital Infrastructure Management. We discuss what CORD offers retail investors, how the portfolio is structured, risk management, performance and the outlook for the sector.

00:00 Introduction 00:20 Overview of digital infrastructure 00:59 Objective of the fund 01:32 Key attributes for investments 02:34 How the portfolio is structured 03:16 Managing downside risk for investors  05:03 Investment case for digital radio and broadcast TV 07:56 Overview of performance  11:08 Refinancing of debt facilities and current gearing 12:41 Growth drivers for data centres 16:30 Further information 16:47 Risk warning

Our latest research on CORD - https://www.trustintelligence.co.uk/investor/articles?fund_id=1808   CORD website - https://www.cordiantdigitaltrust.com/ 

Episodes: Kepler Trust Intelligence Podcast

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