Far From The Finishing Post

Sanjay Ayer is a portfolio manager at WCM Investment Management, a California-based asset manager investing in good quality companies with strong cultures and improving competitive moats.  Sanjay talks about his evolution as an investor, how a good culture can reinforce a company's competitive advantage, and why it is so important for investors to learn from mistakes and compound knowledge to...

Brinton Johns is a co-founder of NZS Capital, a US-based investment boutique applying lessons from nature to invest in companies with the capacity to thrive in a complex adaptive world.  As the future is inherently unpredictable, Brinton and his colleagues believe it is best to focus on adaptable and innovative businesses that create more value than they take, whilst structuring the portfolio to e...

In this episode of Far From The Finishing Post we speak to Gabrielle Boyle.  Gabrielle heads up Troy's investment research and manages the Trojan Global Equity Fund and Electric & General Investment Fund.  Gabrielle discusses her evolution as an investor and how being an outsider has helped her recognise and adapt to change to deliver strong compound returns.  Show notes: [1:09] Gabrielle...

In this episode of Far From The Finishing Post we speak to Gary Channon. Gary founded Phoenix Asset Management in 1998 and is one of the UK's leading value investors. Gary discusses his early career as an investor and the development of Phoenix’s distinct investment philosophy and approach. He emphasises the importance of instilling a culture of continuous learning and improvement, as well as...

In this episode of Far From The Finishing Post we speak to Nick Martin.  Nick manages Polar Capital's Global Insurance strategy and has been investing in the insurance industry for 20 years.  Nick does a great job of demystifying a complex industry and explaining why the best property & casualty insurers are strong and durable compounding machines.   Show notes: [ 1:30] Nick talks about b...

In this episode of Far From The Finishing Post we speak to Anthony Kingsley.  Anthony is Chief Investment Officer at Findlay Park and has a wealth of experience investing in the US.  Anthony discusses a range of topics; his career as an investor, Findlay Park's evolved approach of investing in higher quality businesses, and an investment philosophy that emphasises the avoidance of steep losse...

In this episode of Far From The Finishing Post we speak to Peter Singlehurst. Peter heads up Baillie Gifford's private companies team and manages the Schiehallion Fund, which invests in private businesses such as Stripe and Space X. Peter discusses Baillie Gifford's development investing in private companies and how a long-term and supportive approach aligns with the ambitions of some of...

In this episode of Far From The Finishing Post we speak to Blake Hutchins, co-portfolio manager of the Trojan Income Fund.  Blake discusses his upbringing in a family of professional tennis players, drawing analogies between sport and investing, before diving deeper into his investment philosophy of owning good quality businesses that can sustain and grow dividends over the long term. Show notes:...

In the inaugural episode of Far From The Finishing Post we speak to Sebastian Lyon, founder and chief investment officer of Troy Asset Management.  In our conversation, we discuss the  formative experiences Sebastian had when he first joined the industry, the founding of Troy Asset Management and how his investment philosophy and approach has evolved over the arc of his career. Show notes: [1:01]...