A Different Perspective

This week, Nick speaks to serial technology entrepreneur and author, Michael Tobin OBE. With over 30 years’ experience in the telecoms and technology sector, Michael is the former CEO of Telecity. Michael built Telecity from a £6m market cap to a £2.6bn business. Michael has since founded Tobin Ventures, and holds multiple NED and Chairman roles with progressive businesses in the datacentre and te...

This week Nick talks to James Ashton, an author and CEO of the Quoted Companies Alliance.   James has been a financial journalist for over 20 years was City Editor and Executive Editor at the Evening Standard, and has also worked at Reuters and the Sunday Times. James is also the CEO of the Quoted Companies Alliance (QCA), which is an enabling, principles-based, corporate governance code for compa...

With Nick this week is Harris 'Kuppy' Kupperman, Founder & Chief Investment Officer of Praetorian Capital Fund LLC. Harris Kupperman is a renowned investment manager who specializes in leveraging changing trends to guide stock selection and Event-Driven strategies. He is the founder of Praetorian Capital Management LLC and actively shares his investment process and insights on his blog, Kuppy'...

Listen to last week’s live recording of A Different Perspective podcast, featuring host Nick Searle with guests, macro trading legends Hugh Hendry and Barry Norris. This episode was recorded in front of a live audience at St Ethelburga's in the City of London on 21 st ’ June. Nick, Hugh and Barry discussed the rate rise dilemma faced by the FED and Bank of England and what needs to break, are we o...

Join us for a live recording of Zeus' popular podcast, A Different Perspective, hosted by Nick Searle, featuring special guests, Hugh Hendry and Barry Norris. - Wed, 21 Jun 2023 18:00 - 21:00   Barry Norris is the Founder of Argonaut Capital, an equity fund management company based in London. Barry is the Fund Manager of the Argonaut Absolute Return Fund, a leading equity long/short fund, managed...

This week Nick talks to George Latham, Managing Partner at WHEB Group George has over 25 years of experience in sustainable investment. He currently holds the position of Managing Partner and Chief Risk Officer at WHEB Asset Management since 2012. Prior to that, he led the sustainable investment team at Henderson Global Investors which established the positive impact investment strategy that conti...

This week Nick talks to Isobel Stirling, Founder of Inner Friend, a holistic health, wellbeing and spirituality company. Isobel is a successful corporate fashion and media executive and entrepreneur who worked in publishing prior to founding her own company. She worked with Anna Wintour at Conde Nast in a high-performing and competitive environment and learnt the skills of brand building and story...

This week Nick talks to Jason Tebb, CEO of OnTheMarket. Jason has a wealth of experience in property having previously been Group COO of Ultimate Holdings, Founder of Ivy Gate (an estate and letting agency backed by former Dragon, James Caan) and as Regional Managing Director at LSL Property Services PLC. He was also an area director at Chestertons, and held various positions at Foxtons. Jason and...

This week Nick talks to Ken Wotton, Managing Director, Public Equity at Gresham House. A renowned investor, Ken trained as an accountant and worked as an equities analyst before running client money. Ken now heads up the Gresham House Public Equity Team that manages c. £1bn. of assets across three open-ended funds. Ken and Nick discuss Ken’s background and career, his investment strategy at Gresha...

This week Nick talks to Jasmine Skee, CEO of Guild Esports. Jasmine has had a distinguished career, working in music marketing and sponsorship. She was responsible for masterminding the rebranding of 15 UK music venues, including the O2 Arena. She also launched the O2 Academy TV YouTube channel, creating bespoke content with artists such as Kasabian. Jasmine and Nick discuss Jasmine's background a...

This week Nick talks to Mark Costar, Senior Fund Manager at JO Hambro. Mark, along with his colleague Vishal Bhatia run the JO Hambro UK Growth Fund. Mark and Vishal aim to identify mispriced or undiscovered growth stocks with a smaller company bias, the fund also contains stocks which have a high margin of safety but significant upside potential. Mark and Nick discuss what first interested Mark i...

Hugh, on this birthday, made a very timely surprise, in person, appearance yesterday to talk with Nick about the financial woes of the last week.  The discussion includes the Federal Reserve's expected response to the liquidity crisis, the imminent downfall of venture capitalists, private equity and commercial real estate, inflation, interest rates and what Hugh's been trading and what he's lookin...

Ian is one of the Founders of Equals Group and previously held a number of senior banking roles, including at Morgan Stanley, where he worked from 1985 to 1992. Following this, Ian moved to UBS where he worked for 13 years as Managing Director and Global Head of Securities Borrowing & Lending, Fixed Income Repo and Prime Brokerage. Ian is a chartered accountant, qualifying with Arthur Andersen...

This week Nick talks to Richard Staveley, Lead Fund Manager of Rockwood Strategic. Richard Staveley has over twenty years’ experience of equity investment and fund management. Rockwood Strategic Plc is an Investment Trust which invests in a focused portfolio of smaller UK public companies. The strategy identifies undervalued shares, where the potential exists to improve returns and where the compa...

This week Nick talks to Mark Cutler, CEO of Van Elle Holdings. AIM listed Van Elle are the UK’s largest ground engineering contractor, offering end-to-end capabilities across residential, infrastructure and construction. A graduate of Imperial College London, Mark is a chartered civil engineer with over 30 years’ experience in the infrastructure, construction and utility sectors and has held vario...

This week Nick talks to Zoe Watkiss, Co-Founder of SunGod , the performance eyewear brand for Bike, Run, Snow & Everyday.   Zoe is a serial entrepreneur having launched Hats for the Hill whilst at university. She now divides her time between London and Verbier. Zoe founded SunGod with her now husband Ali to build a better performance eyewear company, through community and sustainability. Colla...

In this extended episode, Nick Searle speaks to William Green, Author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life . William also hosts a podcast, the Richer, Wiser, Happier podcast. Over the past twenty five years, William has interviewed many of the world’s best investors. He shares insights from his career and the best advice he has received from the gre...

In this episode, Nick Searle speaks to Bobby Vedral, Partner and Portfolio Manager at Toscafund Asset Management. Bobby has over 20 years of financial market experience. Prior to Toscafund was a Partner at Goldman Sachs and worked at UniCredit/HVB and Deutsche Bank. He is the author of the macro-political newsletter, MacroEagle. Bobby shares insights on his strategy for the past decades, his views...

In this episode, Nick Searle speaks to Barry Norris, Founder of Argonaut Capital Partners. Argonaut Capital is a specialist equity fund management company based in London, managing both long only and long/short equity funds.  Barry talks us through his journey to starting his own fund, explains what motivated him to create a documentary titled ‘What have fossil fuels ever done for us’ and why he i...

In this episode, Nick Searle speaks to Tim Steer, former top-ranked UK fund manager and author. Tim started his career as sound engineer to the stars – touring with the likes of Meat Loaf, Diana Ross, Leo Sayer and Thin Lizzy.   He then qualified as an accountant before moving into investment analysis and fund management, becoming one of the most highly rated fund managers in Britain. Since 2000 h...

In this episode, Nick Searle speaks to Helena Marston, CEO of Purplebricks. Helena joined Purplebricks in May 2020 as Chief People Officer and took on the role of Chief Operating Officer at the end of 2021 before becoming Chief Executive Officer in April 2022. Prior to Purplebricks, a passion for driving significant performance improvements in leadership and organisational culture led Helena to ho...

In this episode Nick speaks with Alex Hoye the co-founder of the disruptive ski brand The Faction Collective. After a conventional path of Stanford, Harvard Business School, Disney, McKinsey and even an AIM listing Alex co-founded The Faction Collective. These are the skis your kids want to ski. The conversation takes in the ethos and strategy of Faction with strong shadows of Alex's inspiration Y...

Nick Searle speaks to Simon Young, UK Fund Manager. An extremely experienced portfolio manager, Simon has focused on income mandates for many years. Following Cambridge University, Simon joined Mercury Asset Management which became Blackrock, and has also worked at Aviva and AXA Asset Management. Simon and Nick discuss Simon’s background and career progression, the appeal income mandates and cash...

Nick Searle speaks to Richard Simpson, CEO of Watkin Jones Group. Richard moved into real estate after starting his career in the British Army. He describes his career progression as Unite expanded and the transition to becoming CEO at Watkin Jones.  Nick and Richard discuss the current economic backdrop and the impact on the business, the outlook and the commercial real estate sector following Co...

This week the legendary Acid Capitalist Hugh Hendry joins Nick for a truly different perspective. Previously at Baillie Gifford and Odey Asset Management Hugh’s Eclectica macro hedge fund was famously up 50% in 2003 and up 50% in the month of October in 2008. Monikered as a contrarian investor Hugh certainly has some very different views as Nick runs through a tally of macro thoughts and themes. H...