Monday Dec 09, 2024

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

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/ 

Comments (0)

To leave or reply to comments, please download free Podbean or

No Comments

Copyright 2022 All rights reserved.

Podcast Powered By Podbean

Version: 20241125