North American Income Trust | Research

The ‘Magnificent 7’ might dominate headlines, but they’re just 7 names in the S&P 500. That leaves 493 companies across the US and Canada, many already generating cash and delivering growth. The North American Income Trust (NAIT) searches beyond the obvious, finding opportunities wherever they are found.

Fran Radano, fund manager of the North American Income Trust, presents his thoughts on dividend outlook in the US and how the trust is positioned given the economic environment. Fran also discusses the FAANG stocks in the context of income generation.

Fran Radano, fund manager of The North American Income Trust, describes activity in the portfolio over the first part of 2023 explaining why valuation discipline is of particular importance in an environment where the cost of capital has risen so sharply. Fran highlights FMC Corp and Analog Devices as current holdings which illustrate the stock selection process.

The North American Income Trust has remained more defensively positioned in the early part of 2023. Fund manager, Fran Radano, provides more insight into the portfolio changes and his outlook for the American economy.