The Art of Investment

Generative AI has stolen the headlines this year, and quite rightly so, but some AI applications that have been in the pipeline for years have fallen out of the limelight. Today we hope to shine a light back on these, focussing in particular on healthcare, creative industries and agriculture.   This week Alastair McRobert, Investment Manager at Vermeer Partners, discusses this highly topical subje...

This week Paul and Simon take a look back at the first half of the year and discuss what's worked, and what hasn't worked for investors. They then discuss what the investment team at Vermeer Partners will be focusing on during the second of the year, including the government bond market, alternative assets and high quality equities.  www.vermeerllp.com

This week Paul and Alastair McRobert, Investment Manager at Vermeer Partners, discuss why investors are worried about the commercial property market, and in particular whether this will push the economy into recession.

In this latest Art of Investment episode, the focus is definitely on Art rather than Investment, as Paul hands over the microphone to Simon Melling our CEO.   Vermeer Partners is delighted to be sponsoring this year's D Contemporary Gallery Summer Exhibition, and in this podcast Simon is in conversation with the Gallery Director and Curator: Irene Pouliassi.  Their wide-ranging discussion covers:...

The Bank of England's forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improve productivity, global geopolitical risks and fina...

This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market. www.vermeerllp.com

We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation on the fund's investments, why he likes infrastru...

Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in US markets for over 40 years. He explains why the...

We were thrilled to welcome Richard Fairman, CEO of CVS Group to the podcast this week. Richard describes the tailwinds driving the pet sector, how he is focusing on increasing the resilience of the business in what could be a difficult time for the pet owner, both CVS Group's organic and inorganic growth plans, and he shares his thoughts on investing in people, corporate culture and sustainabilit...

Mark Zuckerberg has invested billions into the  metaverse  with many left questioning the reasons behind such a big bet. We wanted to understand why and in the latest episode of the Art of Investment Podcast  Tony Roberts  from  Invesco EMEA  explains the rationale. We also learn about the metaverse value chain, how companies are already using the metaverse as a competitive advantage, what is hold...

2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what does 2023 hold for us? Are there reasons to be more c...

In the first episode of our third season, we welcome Jon Boaden, CFO of Volex to the podcast. Volex is a British manufacturing success story that has been making products that transmit power and data for over a hundred years. In this show, Jon talks us through the history of the group, the opportunity for Volex in the EV charging market, how the management team steered the business through the pan...

Dr Daniel Koller is head of the investment management team at Bellevue Asset Management, one of the largest, specialist Biotech investors in the world. He joined Paul on the Art of Investment Podcast this week to talk about the incredibly exciting and innovative sector that is Biotech. He explains the long-term growth drivers underpinning the sector, why the US do Biotech so well and some applicat...

Paul Major, Portfolio Manager of the Bellevue Healthcare Trust, returns to the Art of Investment Podcast this week to discuss a host of health-related topics including how healthcare systems need to change following the pandemic and why he prefers small and medium size companies compared to large, mega cap businesses. He also discusses some exciting developments in diabetes treatment and finally,...

This week on the Art of Investment Podcast we learn about the energy transition through an insightful interview with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners. He talks to Paul about the energy crisis in Europe currently, how the sustainability issue is bigger than just renewable energy, how the team aim to make  high value impact  with their investments, how they a...

On this bonus episode of the Art of Investment, Harry Clancy, Investment Manager is joined by Roshni Davda, an Accounting & Finance undergraduate at Leicester University who joined Vermeer Partners for a Summer Internship. Roshni applied through GAIN which stands for 'GIRLS ARE INVESTORS' and is a charity set up to improve gender diversity in investment management. Roshni talks about her journey t...

Paul is joined in this episode by Stuart Widdowson, Founder of Odyssean Capital and Fund Manager of the Odyssean Investment Trust. Stuart and his co-Manager, Ed Wielechowski, have a unique investment approach and look at UK smaller companies through a private equity lens. They discuss why permanent capital is important to them, how they deliver returns by engaging with company management teams, cu...

It was a privilege to welcome Prashant Khemka to the Art of Investment podcast this week. Prashant was CIO of Global Emerging Markets and India Equity at Goldman Sachs Asset Management before founding White Oak Capital Management in 2017, now a $5.4 billion AUM investment firm specialising in Indian equities. In this episode, Prashant shares his views on maintaining 'balance' within the firm's por...

Charlie Fricker is the Fund Manager interviewed on the Art of Investment Podcast this week. Charlie talks about the team's global investment strategy, why they are overweight Japanese equities, how they are investing in the digital transformation, why central bankers are making the headlines currently and what he will be watching in the upcoming US midterms. For more information on the Vermeer Glo...

Inflation here in the UK continues to climb to levels not seen since the 1970s. But what does this mean for us all and when will the pain end? This week Paul is joined by Simon King, CIO of Vermeer Partners who discusses the myths and realties of our inflation predicament.   https://vermeerllp.com/ https://www.linkedin.com/in/simon-king-3833401a/ https://www.linkedin.com/in/paul-dixey/

What is the investment case behind supermarket property? This week Paul is joined by the leader in this specialist field, Ben Green, co-founder of Atrato Group. Atrato is the Investment Adviser to Supermarket Income REIT, a FTSE 250 real estate trust and the UK's only specialist grocery property investor.   https://www.atratogroup.com/ https://www.atratogroup.com/ ben-green https://vermeerllp.com/...

Show notes Paul was joined by James Salter on the podcast this week. James was a former founding partner of Polar Capital and has recently set up his own boutique, Zennor Asset Management with co-Founder David Mitchinson. They discuss why the Japanese stock market looks interesting today, the future relationship between China and Japan, the outlook for the yen and also what it takes to swim the Ch...

This week it was a privilege to talk to Laura Foll who is widely regarded as one of the best stock pickers in the UK. She manages the Henderson Opportunities Trust, the Lowland Investment Company, the Law Debenture Trust and the Janus Henderson UK Equity Income and Growth Fund. We talk about her route into the industry, what she enjoys most about her job, the key attributes she looks for when maki...

This week we explore the exciting area of cellular agriculture with the man at the forefront of the drive here in London, Anthony Chow, Co-Founder of Agronomics. Agronomics is the investment vehicle listed on the London Stock Exchange and he and the Agronomics team invest in companies that focus on environmentally friendly alternatives to traditional meat, dairy, fish, seafood, leather, cotton and...

This week I talk to David Malpas, Investment Director and Founding Partner of Vermeer Partners. We talk about what the great investors of yesteryear all have in common, why we should be investing in equities and how to invest in an inflationary environment. David was a great guest and I really enjoyed listening to some of his stories from 38 years of being a stock broker in London.