Master Investors

Gone is the helicopter money. Gone is the quantitative easing that supported U.K. plc, the general public and retail investors. What is here is volatility and the challenges high inflation presents. Charles White-Thomson is chief executive of Saxo Markets UK, and he assures investors they can navigate this new economic paradigm not just by demanding more from their wealth managers but adjusting th...

In the second part of this hour long two-part Q and A Jonathan Davis and Terry Smith, manager of the index-busting Fundsmith Equity Fund, discuss the fund's performance, why it was down sharply in the first half of 2022 after twelve consecutive years of positive returns, where it goes next and the future for its big tech and consumer holdings in particular. For more investment and economics analys...

In the first part of this hour long two-part Q and A Jonathan Davis and Terry Smith, founder and CEO of Fundsmith, as outspoken as ever, discuss bear markets, parallels with the 1970s, central bank mistakes and likely future market direction.  For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

It has been an eventful year so far for Tech Investing, Jonathan Davis find out what the LTC looks for and what they expect from the future. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

For 30 years tech company D4t4 Solutions Plc (LON:D4T4) has helped organisations get the best value from all their data assets. It's been recognised for its service winning many awards including Technology Company of the Year in the 2022 Small Cap Awards.    The company operates in 27 countries, and as chief executive officer Bill Bruno explains the business mantra is applicable to customers every...

Liontrust’s microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis what they look for in an investment and how the fund maintains a balanced portfolio. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Open Orphan PLC (AIM:ORPH) was the first contract research organisation (CRO) to conduct a Covid challenge trial, and in the words of chief executive Yamin 'Mo' Khan, it now has approximately 90% of the market in challenge studies whereby "we inoculate each healthy volunteer with a virus and then we test the drug under quarantine conditions." That’s a unique USP, and Mo talks about how the busines...

As it approaches its 36th birthday, Nigel Newton CBE the founder and chief executive of Bloomsbury Publishing PLC (LON:BMY), says the publisher has "Never been a more fun company to run and to work at."   One of the reasons for that he says is: "Success breeds success, and this 41% growth in sales that we’ve seen over the last two years and 70% increase in profits is a joy to manage."   Newton say...

Neal Gandhi founded TPXimpact Holdings (AIM: TPX) with a mission to reduce, and eventually eradicate the bureaucracy that paralyses government programmes at local and central level. The company is a technology-enabled services company focused on digital transformation which in Gandhi’s words: “Empower our teams at the edge to get the job done without bureaucracy.” TPX does that, he says, by pullin...

In our latest podcast, Mark Slater, founder of Slater Investments, and manager of the Slater Growth and Slater Recovery funds, talks bear markets and stock opportunities in conversation with Jonathan Davis. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE's liquid biopsy Parsortix initiative which in the U.S. alone has a $100 billion per annum addressable market.   "We're solving an enormously challenging and important medical question," says Newland who says the ultimate growth of Parsortix is unbounded. For more investment and...

CentralNic Group PLC (AIM:CNIC) global operator and developer of software systems reports on its fantastic start to the year. Revenues were up 86% to $156.6m ($84.4m), its adjusted EBITDA was 83% better at $18.5m ($10.1m), its operating profit was $10.0m ($1.4m), while its net debt was down 18% to $61.3m. The figures reflect the potential of its strong marketplace for Online Presence and Online Ma...

David Whelan was stony broke after the 2008 financial crash, but after a €1,000 loan from his sister, and an investment into Oculus headsets he is now the chief executive of dual-listed virtual reality software company ENGAGE XR Holdings PLC (LON:EXR) which is dedicated to the deployment of the metaverse. The metaverse, according to Whelan, is the evolution of how we communicate online. Currently...

The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises lucrative opportunities in a wide range of therapeutic areas, and the global keto market is expected to rise to $15 billion by 2027. Juvenescence has brought together the leading experts in the ketone metabolism research field for a panel discussion...

Nicola Foulston is wanting to accelerate growth at professional services group RBG Holdings plc (AIM:RBGP). As the chief executive she is driving the business that has the “best in class of professional services” brought together in a platform.  Her aim is to add other niche brands that are specialists in their field while focussing on share price growth and the maintenance of the dividend and its...

Do we lean into inflation or panic? Commodity investment expert Simon Popple advises invest in areas that are going to go up in price. Think fuel, think energy and think about the opportunities that some well-run mining companies will present to those not risk averse and those with the time to do their research. Popple is founder of Brookville Capital, a service dedicated to educating about commod...

Stephen Yiu, the manager of the Blue Whale Growth Fund, seeded in 2017 by Peter Hargreaves with £25 million of his own money, was a very popular speaker at the Master Investor show 10 days ago. Jonathan Davis, our newest contributor, caught up with him with a series of follow-up questions about this year's market sell-off and how the £960 million fund is responding to the challenges it poses. For...

Jonathan Davis and Charlie Morris, founder and CIO of ByteTree Asset Management, discuss the outlook for equities, precious metals and crypto-currencies in the wake of the Ukraine invasion. Jonathan Davis is the editor of the Investment Trusts Handbook and a regular contributor to Master Investor - catch him at the Master Investor show this year. Charlie Morris, former Head of Asset Allocation at...

Sarah Lowther interviews the CEO and CFO of Northcoders Group PLC, Chris Hill and Charlotte Prior to find out more about their growth plans, business model and what they are doing with the money raised from their 2021 IPO. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Sarah Lowther is joined by Derren Nathan of Hybridan who describes the advances being made in Fintech, and the companies engineering the industry’s progress. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Tax-free investments specialist Alex Davies, founder of the Wealth Club, tells Jonathan Davis why Venture Capital Trusts are pulling in record sums from savvy investors this year. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Following a strong year, are Smiths News Group shares now undervalued? Sarah Lowther interviews CEO, Jon Bunting and CFO, Paul Baker. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

2021 was a bumper year for IPOs, with Microlise Group PLC one of the most promising. Sarah Lowther interviews CEO, Nadeem Raza and CFO, Bill Wynn about the performance and the future of the business. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

2022 promises to be an 'interesting' year for investing. This webinar addresses the major themes and assesses how investors can make the most out of the year ahead. Sarah Lowther is joined by Victor Hill, Mark Watson-Mitchell and Jonathan Davis for a look at the major themes and opportunities that lie ahead. For more investment and economics analysis plus inspiration please visit our website maste...

SDI Group has enjoyed sustained growth with the pandemic seemingly unable to hold it back. Sarah Lowther speaks to CEO, Mike Creedon about cash generation and Covid-19. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.