Gervais Williams, Fund Manager at Premier Miton Investors shares why The Diverse Income Trust plc (LON:DIVI) is outperforming the FTSE, AIM and even US indices, and what’s fuelling its latest surge. In this revealing interview, he breaks down the sector bets that are working, from surging gold miners to overlooked US gas players like Diversified Energy, plus why he’s backing Victorian Plumbing’s bold turnaround and seeing tech-style upside in CMC Markets.
He also flags hidden value in Record plc, as currency volatility returns, and highlights copper supply shocks that could supercharge Atalaya Mining. Watch for the insight, and the income.
Key Moments
- 00:11 – What The Diverse Income Trust invests in
- 00:38 – Performance update: Beating the FTSE, AIM and US markets
- 01:27 – Financials, miners, and gold: standout sectors
- 02:07 – Diversified Energy: Uplisting to US and yield potential
- 03:40 – CMC Markets: Westpac win and tech-like growth strategy
- 05:06 – Victorian Plumbing: Single warehouse strategy and MFI acquisition
- 06:51 – Record plc: Why currency volatility makes it one to watch
- 08:02 – Atalaya Mining: Copper tailwinds and Indonesian supply shock
- 09:37 – Thor Explorations: Nigerian gold mine generating strong cash
The Diverse Income Trust invests in quoted or traded UK companies across a wide range of market caps, with a strategic long-term bias toward small and mid-cap equities. The trust aims to provide rising income and capital growth, delivering diversification for income-focused investors.
