In the Company of Mavericks

For this episode, I am joined by Jim Leaviss , one of the UK’s leading bond fund managers and the voice behind the podcast Uncle Jim’s World of Bonds .    I subscribe to a lot of podcasts, but there aren’t many that I always listen to. However, Uncle Jim’s World of Bonds is always a must-listen to. It's both entertaining and informative. It is typically just 10 minutes long and contains some real...

In this episode, Julian Collett of Blackdown Partners joins me for a conversation with Simon Phillips, the founder and CEO of CT Automotive , a £50m market cap, AIM-listed company.  Simon’s journey is a powerful example of how adverse circumstances, can be a fertile ground for learning and growth. His story underscores the crucial role of resilience in business success. The development of a busine...

This is a fascinating story of resilience, innovation, and raw entrepreneurialism. Simon’s journey is a powerful example of how adverse circumstances can be fertile ground for learning and growth. Living in China for 16 years, transforming CT from its tool-making roots into a global component supply business, Simon candidly discusses the challenges he faced and how he overcame them. Simon talks ab...

My friend Mark Atkinson invited me onto the Desert Island Investor  podcast, where we chatted with Miles Adcock, the CEO of Concurrent Technologies.  Mark introduced me to Miles in early 2023 where we spoke about the challenges of revitalising the defence electronics supplier amid component shortages.  https://share.transistor.fm/s/58cdae19 It was great catching up with Miles again, although the s...

Back in March this year, David Seaman of Alpha Cygni Asset Management joined me for a conversation with Adam Rackley , the founder and fund manager at Cape Wrath Capital . Adam epitomises the philosophy of doing things differently when it comes to investing in UK equities. He has pursued his unique approach since founding Cape Wrath in 2016 using what he describes as a behavioural value strategy. ...

Back in March this year, David Seaman of Alpha Cygni Asset Management joined me for a conversation with Adam Rackley , the founder and fund manager at Cape Wrath Capital . Adam epitomises the philosophy of doing things differently when it comes to investing in UK equities. He has pursued his unique approach since founding Cape Wrath in 2016 using what he describes as a behavioural value strategy. ...

For this episode, I am joined by Tom Like , an analyst at Singer Capital Markets , for a conversation with Nick Prest , the Founder and Chairman of the defence services and technology company Cohort PLC .  Prior to founding Cohort, Nick worked in the Ministry of Defence before joining United Scientific Holdings, later renamed Alvis. A few years later Nick became CEO.  Alvis was eventually acquired...

A few weeks ago, Tom Like of Singer Capital Markets joined me for a fascinating conversation with Nick Prest, the Founder and Chairman of defence technology provider Cohort. Nick provides a wealth of anecdotes and knowledge of the defence industry, the geopolitics that drives it, and how it will likely change in the years ahead. Coming soon on all good podcast apps. Made possible by Progressive Eq...

I sit on the Investment Committee of the AIM-listed Onward Opportunities investment fund managed by Dowgate Wealth. I have a personal investment in Onward. Dowgate Group owns 9.26% of Transense Technologies PLC, of which Onward Opportunities owns 6.96%. Last year, Onward's fund manager, Laurence Hulse , proposed an investment in Transense Technologies . My initial reaction could best be described...

I sit on the Investment Committee of the AIM-listed Onward Opportunities investment fund managed by Dowgate Wealth. I have a personal investment in Onward. Dowgate Group owns 9.26% of Transense Technologies PLC, of which Onward Opportunities owns 6.96%.  Last year, Onward's fund manager, Laurence Hulse , proposed an investment in Transense Technologies . My initial reaction could best be described...

Please subscribe to the Weekly Market Call on your normal podcast app. For this week's Market Call Gareth and Jeremy are joined again by Scott Evans of the London Business School and the Deutsche Numis Equity Indices. Scott talks about market performance in Q1 2024. Where have markets come from, how have they performed in Q1, and where are they going? Bond yields have risen, inflation is sticky, a...

In today’s episode, private investor Mark Atkinson and host of The Desert Island Investor rejoins me for a conversation with MPAC CEO Adam Holland.    Mark’s professional background was in the paper and packaging industry. He has been a shareholder in MPAC since 2013 when it was known as Molins.    Adam has enjoyed a varied engineering career, initially working in space technology, then with Rolls...

For today’s episode, I am joined by former fund manager and author Patrick Schotanus.     Patrick has extensive and varied experience analysing and investing in financial markets, culminating in 15 years of co-managing a large multi-asset fund.    Throughout his career, Patrick has questioned the relevance of mainstream economics in understanding the reality of financial markets and investment man...

For today’s episode, I am joined by David Seaman of Alpha Cygni Asset Management for a conversation with two mavericks, an entrepreneur and an investor.   Angus Thirwell is the co-founder and CEO of Hotel Chocolat and was on Episode 4 in December 2021. Angus has just completed the sale of Hotel Chocolat to Mars for a value of £534m and has decided to roll most of his stake in the company into the...

In today’s episode, I am joined by energy blogger and author Doomberg for a conversation about the necessity of energy in our lives, how we take it for granted and the implications for our economies and our politics. Doomberg is a pen name and alias assuming the form of a green chicken online. Originally on Twitter and now on Substack, Doomberg has become the most popular financial newsletter on t...

Jeremy McKeown and Gareth Evans are joined by Scott Evans of the London Business School and co-compiler of the Deutsche Numis Market Indices to discuss the performance of mid and small-cap last year, over the long term, and what might be driving equity market performance in 2024. In addition, they mention updates from Concurrent Technologies and Gamma Communications from last week.   

Jeremy McKeown & Gareth Evans discuss the macro drivers behind this week's equity markets and some company updates that caught their attention.  Companies mentioned this week include UK housebuilders, M&S, Marks Electrical, Sosander and Xaar. 

Jeremy McKeown and Gareth Evans discuss the main market trends from last year and the outlook for 2024. They discuss the October pivot on rate expectations, the rise of the Magnificent Seven AI wonder stocks, the outlook for Chinese and UK equities, and will a recovery in China be inflationary or deflationary. Will Trump win the US election, and what are the market implications? What about the UK?...

Tony Brewer of Likewise Group    Guest co-host James Wilson of Phoenix Asset Management, manager of the Huginn Fund.    A few weeks ago, James Wilson of Phoenix Asset Management joined me for a conversation with Tony Brewer, the founder and CEO of Likewise Group.   James had talked about Tony and his investment in AIM-listed Likewise on a previous episode, and I had been keen to get Tony on ever s...

Tony Brewer of Likewise Group  Guest co-host James Wilson of Phoenix Asset Management, manager of the Huginn Fund.  Have you ever wondered why small independent carpet shops can survive competing against the major multiple retailers? In a previous episode, James Wilson of Phoenix Asset Management talked about Tony Brewer previously of Headlam and now the founder and CEO of AIM-listed Likewise.  Co...

For this episode, I am joined by Gareth Evans , the founder and CEO of Progressive Equity Research for a conversation with Nils Gornall , the CEO of DP Poland, and a veteran Domino's Pizza operator.  Nils started as a pizza maker at the age of 15 and opened his first franchised store in Perth, Western Australia, just before his 22nd birthday.  It is fair to say Nils has pizza in his blood and give...

We had a great time chatting with Nils Gornall the CEO of DP Poland, a couple of weeks ago. This episode, dropping soon is a masterclass on how to run a delivered pizza shop and what makes Domino's Pizza a global success story.  

Earlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies.  On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK?      ...

Earlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies.  On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK?      ...

This episode was recorded on September 21, 2023. For today’s episode, I am joined by the private investor and host of the Desert Island Investor podcast , Mark Atkinson , for a conversation with the Chairman and CEO of Town Centre Securities , Edward Ziff .  Edward is the second-generation custodian of the family business with a rich history largely centred on the City of Leeds.  Edward talks cand...