Bull, Bear & Beyond by Edison Group

In this interview, Dylan Carter, CFO of Freelancer, discusses the group’s three main businesses: Freelancer, Loadshift and Escrow.com. In the core Freelancer platform, management is addressing SEO disruption, payment acceptance issues and the impact of enhanced security measures, with improvements expected to support conversion and revenue over time. Loadshift continues to grow transaction volumes...

In this interview, Carl Herberger, CEO of Corero Network Security, discusses the strong operating leverage evident in the company’s H1 results. Revenue grew 42% y-o-y, adjusted EBITDA reached $2.7m and gross margin was 93%, despite a higher proportion of capex-related sales. Annual recurring revenue grew 12%, while operating costs increased by only 5%. This produced a c $4m y-o-y increase in net r...

In this interview, Otech CEO Maqbool Al Wahaibi outlines how Omantel’s unified digital platform is bringing together the group’s capabilities across data centres, cloud, AI and IoT, cybersecurity and managed services to support its transition from telco to techco. He highlights the accelerating demand for digital transformation in Oman, alongside the role Otech can play in supporting Oman Vision 2...

Hear from Edison’s Dan Ridsdale on Noctiluca, a Polish deeptech company developing advanced OLED materials, whose independently validated technology could address the industry’s critical blue-pixel challenge and support a significant commercial growth inflection from 2028. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, B...

In this interview, Dan Ridsdale, global head of technology and communications, speaks with Ben Wilkinson, CEO of Molten Ventures, about the company's new growth fund, institutional and pension capital, investments in ICEYE and Isar Aerospace, and its approach to space, SaaS, AI and other technology themes. Molten Ventures is a UK 250, London-based VC firm that invests in the European technology se...

Get the lowdown from Edison's Milosz Papst on IP Group, which gives investors access to innovative private companies and IP rights across themes like anti-obesity drugs, quantum computing and fusion energy. IP Group's NAV per share increased by 13% in FY25, boosted by its royalty exposure to Pfizer's Metsera-derived obesity pipeline. ****************************************************************...

In this interview, we speak with Mads Bjerregaard, chief business officer of SynAct Pharma, about the latest analysis from the Phase IIb ADVANCE study and why it could shape the path forward for resomelagon in rheumatoid arthritis. Mads discusses how temporary inflammatory flare-ups may have distorted the placebo response, the statistically significant benefit seen after affected patients were exc...

In this interview, Richard Shepherd-Cross, the fund manager of Custodian Property Income REIT (CREI), discusses the company’s recent quarterly update, the resilient occupier market that is supporting rental growth across the portfolio, and the potential for further private company portfolio acquisitions, a key part of CREI’s growth strategy. In the three months to 30 June (Q127) the NAV total retu...

In this interview, we speak with Sten Sörensen, CEO of Cereno Scientific, about the strong momentum across the company’s clinical pipeline following its Q2 results. He emphasised the start of the global Phase IIb programme for lead asset CS1 in pulmonary arterial hypertension, with the first US site now activated and top-line data remaining on track for Q428, despite a modest shift in first-patien...

In this interview, Pathos Communications founder and CEO Omar Hamdi outlines the company’s strategy to make PR accessible to small- and medium-sized enterprises by combining technology-enabled workflows with a highly distributed client base. Pathos serves clients in 80 countries and is using targeted outreach, its proprietary Pathos Mind AI-agent stack and virtual publicist Pressella to increase s...

In our interview with Global Fashion Group’s (GFG’s) CEO, Christoph Barchewitz, and CFO, Helen Hickman, they focus on the group’s H126 results, which represents an important milestone as it was the group’s first profitable first half with its current footprint, despite a lower net merchandise value. We explore how a sharper focus on value over volume is improving unit economics and strengthening t...

In this interview, Capita’s chief product and AI officer, Sameer Vuyyuru, discusses how AI is being embedded across the group’s complex public-sector and shared-services operations to reduce cost to serve, improve productivity and support higher win rates. He highlights Capita’s focus on combining process engineering, automation, human judgement and AI rather than treating AI as a universal soluti...

In this interview, we speak with SynAct Pharma CBO Mads Bjerregaard about the proposed co-development and commercial partnership with Hipolabor for resomelagon in dengue and other viral infections in Brazil, the world’s largest dengue market. He discusses why growing momentum from the RESOVIR collaboration and ongoing RESOVIR-2 Phase II study made this the right time to establish a commercial path...

Edison’s investment companies team recently published a review on Templeton Emerging Markets Investment Trust (TEMIT). The trust’s performance has considerable momentum with strong absolute and relative results in FY26, adding to a positive long-term record. TEMIT has outperformed its MSCI Emerging Markets Index benchmark and ranks highly versus its diversified peers. Lead portfolio manager Chetan...

In this interview, Jamie Hossain, managing director from Amber Infrastructure, investment adviser to International Public Partnerships (INPP), talks about the company’s strategy, performance and outlook. He describes INPP’s consistent lower-risk investment approach that aims to deliver resilient and predictable income, with a high level of inflation linkage, alongside capital growth. The comp...

In this interview, Kenneth MacKenzie, CEO of Target Fund Managers, talks about the latest quarterly update from Target Healthcare REIT and the outlook. The three months to 30 June 2026 (Q426) was another strong period for financial performance and rounded off a very successful FY26 year. Q4 showed the familiar pattern of inflation-linked rental growth and active asset management consistently drivi...

In this Vantage interview, Edison's Neil Shah speaks with Richard Staveley, fund manager of Rockwood Strategic, about what sets the c £200m UK small-cap investment trust apart from its peers. Richard explains Rockwood's concentrated, value-and-recovery approach, its active (though not activist) engagement with investee companies and its focus on absolute rather than benchmark-relative returns. He...

In this interview, we talk with Michael Carey and Nat Markham about Living REIT. Both are from Atrato, the external manager to the company, where Michael has responsibility for Living REIT’s overall strategy and Nat is CFO. Living REIT is the former Social Housing REIT, rebranded and with a broader investment remit that now includes a range of complementary, structurally supported living sectors a...

Trade Estates REIC (TRESTATES), listed on the Euronext Athens market, is a fast-growing real estate investment company focused on modern retail parks and new-generation logistics assets in Greece, Cyprus and Bulgaria. Edison has initiated coverage of Trade Estates and in this interview, Mr Dimitris Papoulis, CEO, discusses the company’s performance, strategy and prospects. He highlights how the st...

In this interview, Dr John Reader, co-founder and CSO of Sareum, discusses the publication of the Phase I data for lead candidate SDC-1801 in the British Journal of Clinical Pharmacology and explains why the results strengthen confidence in the programme as it advances towards Phase II. He highlights the drug’s favourable safety profile, once-daily dosing potential and evidence of selective TYK2/J...

In this interview, Quadient CEO Geoffrey Godet and CFO Laurent du Passage provide an introduction to the business. Geoffrey describes the group’s evolution from a mail equipment supplier to a global automation platform powering secure and sustainable business connections. He talks through the growth opportunities for the Digital Solution, driven by mid-sized enterprises digitalising their business...

In this interview, PZ Cussons CEO Jonathan Myers reflects on how the business has evolved since he joined six years ago, highlighting the shift towards a clearer strategic focus on locally loved brands across personal care, home care and baby care in the group’s four lead markets, which account for 85% of sales. Jonathan discusses progress in strengthening the balance sheet, with net debt in Niger...

In this interview, we speak with SynAct Pharma CEO Jeppe Øvlesen and CBO Mads Bjerregaard about the strong momentum generated at the BIO International Convention in San Diego and what it means for the partnering prospects for lead asset resomelagon. They discuss the strong interest from global pharmaceutical companies following the ADVANCE Phase IIb data, why resomelagon’s differentiated non-immun...

Get the lowdown from Edison’s Arron Aatkar on Worldwide Healthcare Trust (WWH), which delivered a meaningful return to form in FY26. WWH is a specialist investment trust offering diversified exposure to global healthcare. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations wit...

In this interview, we speak with Dr Marc Gitzinger, founder and CEO of BioVersys, about the strong momentum across the company’s antibiotics pipeline and the milestones shaping its next phase of growth. Marc discusses the advancement of lead candidate BV100 into the global Phase III RIV-TARGET trial for carbapenem-resistant Acinetobacter baumannii (CRAB) infections, the strategic significance of t...