Why Invest?

Luke Hyde-Smith is co-manager of the Waverton Real Assets Fund and Head of Third-party Fund Selection at Waverton. In this episode Luke defines the opportunities in real assets: Property, infrastructure, asset finance, commodity and specialist lending. He outlines how the sector has evolved, where he’s finding his best ideas and what the future holds for Real Assets. For further information on any...

William de Gale is the founder of Blue Box Asset Management and lead manager of the Blue Box Global Technology Fund. In this episode, William defines the opportunity in the global technology sector. We discuss the industry dynamics, disruptive themes and how he approaches picking stocks in the sector. For further information on any of the topics discussed in the episode please head to www.blueboxf...

Jen Fisher is Head of Equities at Waverton. In this episode we discuss the three key disruptive themes of technology, geopolitics and ESG and cover how they feed into our investment process. This inaugural episode sets the scene for the series and many of the topics covered are revisited in later episodes. For further information, please visit waverton.co.uk. This podcast is issued by Waverton Inv...