Bull, Bear & Beyond by Edison Group

In our interview, Global Fashion Group’s CEO, Christoph Barchewitz, and CFO Helen Hickman discuss the FY25 results, progress made in its three geographic regions during the year, as well as the outlook for the current year and the medium term. FY25 was an important year for Global Fashion Group as the restructuring and transformation delivered an overall adjusted EBITDA profit, as well as a profit...

In this video, we speak with Marc Desrayaud, CEO of Mikron. Marc provides an introduction to the company, outlining the operations of the two divisions, Mikron Automation and Mikron Machining Solutions. He discusses the end markets they serve, highlighting the company’s strong position in the Pharma/Medtech market, and the trends Mikron is seeing. With FY25 results recently released, he discusses...

In this new Vantage interview, Edison's Neil Shah (managing director, market strategist) discusses with Siddarth Chand Lall, fund manager of Canaccord Wealth, the philosophy behind his multi‑cap income approach. Sid explains how disciplined balance‑sheet analysis, sustainable dividend coverage and broad sector diversification have guided the fund through every market cycle since 2011. He also shar...

In this interview, we speak with Sten Sörensen, CEO of Cereno Scientific, about the key takeaways from the company’s FY25 results and recent progress across its cardiopulmonary pipeline. Sten outlines the rationale behind Cereno’s HDAC inhibition platform and its lead programmes CS1 and CS014, which target underlying disease mechanisms in pulmonary hypertension and related conditions. The discussi...

In this interview, Zalaris founder and CEO Hans-Petter Mellerud introduces the company and provides the highlights of the company’s recent FY25 results. He discusses the company’s geographic expansion plans and provides an update on progress in Asia Pacific.  He explains that he sees AI as a structural margin and competitiveness enhancer, reducing manual work, shortening implementation timeli...

In this interview, Khanh Vu, portfolio manager of VinaCapital Vietnam Opportunity Fund (VOF), and Michael Kokalari, chief economist at VinaCapital, discuss the drivers of the remarkable strength of the Vietnamese economy despite the tariff turmoil. They also provide an update on Vietnam’s progress towards an emerging market status and becoming an investment-grade country. They then comment on VOF’...

Get the lowdown from Edison’s Milosz Papst on this proven 'all-weather' Asian trust with a greater scale following last year's merger. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring...

In this video, we speak with Carl Herberger, CEO of Corero Network Security. Carl discusses the market background that is giving rise to the strong demand for the company’s solutions that protect customers against distributed denial of service attacks. Carl also discusses why 2025 was a transitional year for the business as Corero experienced a major shift in customer demand to procure solutions o...

In this interview with VinFast, we are joined by Anne Pham, deputy CEO of investments, and Lan Anh, CFO. VinFast is a pure-play electric vehicle manufacturer with a line-up of electric cars, e-scooters and e-buses. The company has established itself as Vietnam’s dominant automotive brand with approximately 39% domestic market share and it is continuing to expand internationally into India, Indones...

In this interview, Richard Shepherd-Cross, fund manager of Custodian Property Income REIT (CREI), discusses the £36m corporate acquisition of a highly complementary, diversified family owned portfolio, its second such transaction in the past nine months. The acquisition provides a further demonstration of CREI’s ability to effectively marry its investment strategy and listed REIT structure to faci...

In this video, we speak with Alan Gauld, senior investment director in the Patria Global Private Market solutions team and lead portfolio manager of Patria Private Equity Trust (PPET). Alan discusses why PPET is a good choice for retail investors in their asset allocation and diversification. He covers the highlights of PPET’s FY25 results, including the revenue and EBITDA performance of its under...

In this video, we interview Kenneth MacKenzie who founded Target Healthcare REIT (THRL) in 2013 and who is CEO of THRL’s manager. THRL had another strong quarter, extending its consistent record of financial returns since it launched. Kenneth discusses how THRL’s focus on modern, purpose-built and future-proof homes, active asset management and a diversified income base all contribute to its perfo...

In this interview, we speak with Dr Marc Gitzinger, CEO, and Hernán Levett, CFO of BioVersys, about the company’s strategy to address the growing global challenge of antimicrobial resistance through its pipeline of novel antibacterial therapies. Management outlines BioVersys’s key value drivers, led by BV100, a late-stage asset targeting carbapenem-resistant infections, one of the most critical un...

In this interview, Mateusz Nowak, Noctiluca’s CCO and board member, outlines how the company has evolved from a single‑material proposition into an OLED material platform developer, synthesising and scaling families of emitter and functional materials. Noctiluca now has c 1,200 compounds, 10 patent families and strong relationships across the display industry. Mateusz discusses the industry’s ‘rac...

In this interview, John Mills, CEO of Xaar, outlines the steps management has taken to transform the company by focusing on applications where Xaar’s ability to print high‑viscosity, high‑pigment‑load fluids provides a clear competitive advantage. He explains how the business has significantly diversified its market exposure and now operates across 21 markets, with more than 100 original equipment...

In this interview, one of Baillie Gifford US Growth Trust’s (USA) managers, Kirsty Gibson, introduces the trust, the portfolio of which is made up of both listed and private companies. She then explains the strategy for finding outliers, which are growth companies that can generate disproportionate outcomes over the long term. While these businesses may not look inexpensive on traditional measures...

In our interview, Phil Richards, CFO of GiG Software, gives an overview of the company, its markets and growth outlook. Phil begins by describing GiG’s products and the services it provides, as well as an overview of the industry and customers it serves. He highlights what he believes distinguishes GiG from its peers. Phil provides insight on the company’s financial characteristics including the n...

In this interview, Johannes Laumann, CIO of Mutares, discusses with Edison’s Neil Shah Mutares’ record-breaking $400m acquisition of the regional engineering thermoplastics business in the Americas and Europe of SABIC, its ambitious US expansion strategy and how Mutares is positioning itself for the next phase of global growth. From navigating carve-outs to capital allocation and future exits, Joh...

In this video, we speak with Dr Christian Koch, head of BB Biotech at Bellevue Asset Management. Dr Koch discusses the increasingly positive sentiment towards the biotech sector, following the recent JP Morgan healthcare conference. He also covers some of the transactions that have benefited BB Biotech’s portfolio in recent periods, provides a summary of how the company uses agentic AI to support...

In this interview, Matthias Stadelmeyer, CEO of Tradedoubler, discusses industry dynamics, including how AI is bringing about a new wave of rapid transformation to the industry and how Tradedoubler is leveraging it. He discusses the relationship between affiliate networks, affiliates and advertisers, noting that affiliates often work across multiple networks, while brands prefer single-network par...

LM PAY is a Polish fintech specialising in consumer financing for beauty and healthcare services via business-to-business partnerships. In this interview, Jakub Czarzasty, CEO of LM PAY, explains how medical and beauty treatment financing works in Poland and how it supports LM PAY’s business model. He talks about the company’s competitive advantages, including its embedded finance model and well-e...

In this interview, we speak with Pascal Hamelin, the president and CEO of Abcourt Mines, an emerging Canadian gold producer with strategically located mining properties in the famed Abititi region of Quebec. Pascal outlines how he is navigating the key transition from exploration to production at the company’s flagship Sleeping Giant (Geant Dormant) gold mine as well as the development possibiliti...

From business model to growth ambitions – in this interview, Matthias Stadelmeyer, CEO of Tradedoubler, introduces the company and shares its path forward. He explains its unique value proposition: risk-free, outcome-based advertising through partner and influencer networks supported by proprietary technology. Matthias outlines Tradedoubler’s ambitious growth plans, including expansion into new ma...

In this interview, Matt Barrie, CEO of Freelancer, discusses the transformative potential of agentic AI, a technology designed to automate repetitive workflows such as customer support and sales. He explains that agentic AI represents the next major wave of business transformation after web and app development, delivering hyper-realistic, multilingual interactions available 24/7 and enabling busin...

In this interview, Charles Jillings, who along with Jacqueline Broers manages Utilico Emerging Markets (UEM), which has just celebrated its 20th anniversary, discusses why he thinks global investors should consider an allocation to emerging markets. He also highlights that a continuation of long-term growth trends, such as urbanisation, contributed to strong emerging markets performance in 2025. J...