Ranked #1
Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies
Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies
Stuart Widdowson founded Odyssean Capital, is co-manager of the Odyssean Investment Trust, and has a wealth of experienc... Read more
10 Nov 2023
•
47mins
Ranked #2
Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders
Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders
In this episode we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages... Read more
11 Sep 2023
•
40mins
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Ranked #3
Kiril Sokoloff (13D Research) - An Insidious Environment
Kiril Sokoloff (13D Research) - An Insidious Environment
Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a n... Read more
21 Jul 2023
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43mins
Ranked #4
Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities
Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities
Prashant Khemka has a strong track record managing capital in India and global emerging markets. He established Goldman ... Read more
2 Jun 2023
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39mins
Ranked #5
Paul Major (Bellevue) - Innovations To Fix a Broken System
Paul Major (Bellevue) - Innovations To Fix a Broken System
Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discu... Read more
18 Apr 2023
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46mins
Ranked #6
Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income
Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income
Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We discuss the c... Read more
24 Mar 2023
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31mins
Ranked #7
Swetha Ramachandran (GAM) - Luxury's Broadening Appeal
Swetha Ramachandran (GAM) - Luxury's Broadening Appeal
Swetha Ramachandran manages GAM's luxury brand strategy and knows the luxury industry inside out. We discuss Swetha's de... Read more
10 Feb 2023
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44mins
Ranked #8
Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out
Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out
Ben Rogoff is co-head of Polar Capital's Global Technology team. Having joined the industry just before the technology ... Read more
20 Dec 2022
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45mins
Ranked #9
Gerard Minack (Minack Advisors) - The End of Secular Stagnation
Gerard Minack (Minack Advisors) - The End of Secular Stagnation
Gerard Minack has a wealth of experience as a macro strategist and founded Minack Advisors in 2013. Gerard has been par... Read more
15 Nov 2022
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41mins
Ranked #10
Andrew Brenton (Turtle Creek) - A Different Kind Of Value Investing
Andrew Brenton (Turtle Creek) - A Different Kind Of Value Investing
Andrew Brenton co-founded Turtle Creek, a Toronto-based asset manager, in the late 1990s. Since its inception, Turtle C... Read more
2 Sep 2022
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40mins