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