focusIR Fireside Chat

Can turnaround investing outperform the market in 2026? In this episode of focusIR Fireside Chats, Karl West speaks with Emily Barnard, Deputy Portfolio Manager of the Edinburgh Investment Trust (EIT), managed by Liontrust, about portfolio positioning, UK equities, defensive investing, and why long-term stock picking still matters in volatile markets. Emily explains why EIT remains underweight ban...

In this episode of FocusIR Fireside Chats, we sit down with Charles Jillings, Portfolio Manager of the Utilico Emerging Markets Trust (FTSE 250), to uncover how infrastructure and utilities investments are delivering strong growth, resilient income, and long-term value across emerging markets. With over 30 years of experience in global financial markets, Charles shares how his team identifies high...

Karl West sits down with Thuy Anh Nguyen, Product Specialist at Vietnam Enterprise Investments Limited (VEIL) — the £1.3 billion FTSE 250 investment trust managed by Dragon Capital Management and listed on the London Stock Exchange. With deep roots in Vietnamese finance and a career spanning Credit Suisse in London and Hong Kong, Novaland, and now Dragon Capital, Thuy Anh offers a rare combination...

In this episode of focusIR Fireside Chat, host Karl West sits down with Richard Penny, Senior Fund Director at Oberon Investments and manager of the TM Oberon UK Smaller Companies Fund, to unpack one of the most compelling opportunities in equities today: UK small-cap stocks. After what Richard describes as the worst downturn in 35 years, UK small caps and AIM-listed companies have experienced a p...