For this episode we read the Focus Capital Management - Q3 2024 Letter. The letter discusses... Fund performance Portfolio commentary The value of concentration If you enjoyed this episode please leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> NEWSLETTER Join the newsletter …

For this episode we read the Greystone Capital Management - Q3 2024 Letter. The letter discusses... Fund performance Portfolio commentary Thesis for investing in Leon’s Furniture Limited Broad market commentary If you enjoyed this episode please leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks f…

For this episode we read the Alluvial Fund - Letter to Limited Partners Third Quarter 2024. The letter discusses... Fund performance Two new holdings Current holdings updates Portfolio Themes If you enjoyed this episode please leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> …

For this episode we read the Massif Capital - 3rd Quarter 2024 Letter to Investors. The letter discusses... Massif Capital Real Assets Strategy 3Q 2024 performance. China's Economic Slowdown Impact. Key Positions in Siemens Energy and Alphamin. Tail-Risk Hedge and Strategic Caution. If you enjoyed this episode please leave a review on your podcast …

For this episode we had the pleasure of being joined by Christopher Godfrey, Founder and Portfolio Manager of Headwaters Capital Management. Headwaters Capital Management is an actively managed, concentrated investment strategy focused on small and mid capitalization stocks. In this episode we discuss... How Chris got started in investing. The phil…

For this episode we had the pleasure of being joined by Dominic Wells, Founder and CEO of Onfolio Holdings Inc. Onfolio acquire and grow profitable cash-flowing online businesses. The company is listed on the Nasdaq with the ticker $ONFO In this episode we discuss... How Dom got into buying online businesses. What they look for when buying an onlin…

For this episode we had the pleasure of being joined by Adam Rackley from Cape Wrath Capital. Adam is a traditional value investor who seeks opportunities where other investors have over-reacted to events and valuations no longer reflect fundamentals. After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where h…

For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique. Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies. In this episode Chr…

For this episode we had the pleasure of being joined by John Kingham. John has been a private investor since 1995, an investment blogger since 2008, an investment newsletter publisher since 2011 and an author since 2016. He is the founder of the UK Dividend Stocks Newsletter, and author of The Defensive Value Investor that was published by Hariman …

For this episode we had the pleasure of being joined by Harry Walsh, who is the Investment Director at Tyndall Investment Management. Founded in 2017, Tyndall is a forward-looking, dynamic investment management company with a sole focus: to provide genuine high-conviction, active management for their clients. Harry started his career at a city stoc…

For this episode we had the pleasure of welcoming back to the show Theron de Ris, who is the founder and manager of Eschler Asset Management, based in London. Eschler Asset Management is an independent investment practice modelled on the original Buffett Partnership. In this episode Theron discusses how his fund has performed so far this year, why …

For this episode we had the pleasure of welcoming back to the show Richard Simmons, who is the founder and manager of Derby Street Managers, based in London. Derby Street Managers is a long-only, value-oriented fund managing UK Equities and European Equities strategies. Richard has been managing equity investments since 1998. He holds an MA from Ox…

For this episode we have the pleasure of being joined by Chris, who also goes by the name of Zippy Capital. Chris is a private investor/writer, and likes to delve into the smaller end of the market cap spectrum. In this episode Chris talks about the types of companies he likes to invest in, and his thesis for investing in two US listed microcaps. H…

For this episode we have the pleasure of being joined by Avi Fisher, Founder and Manager of Long Cast Advisors. Long Cast Advisers, based in New York, is a boutique investment manager catering to select investors. The aim of the fund is to generate uncorrelated returns via long term concentrated ownership of under followed and undervalued securitie…

For this episode we had the pleasure of being joined by Andy Brown, Manager of Aberdeen International Small Cap Fund. The Fund seeks to achieve its objective by investing in equity securities of small non-U.S. companies. The team employs a fundamental, bottom-up investment process, based on firsthand research. In this episode Andy talks about the t…

For this episode we had the pleasure of being joined by Peter Johns, Founder/Manager of Westferry Investment Group based in Brisbane, Australia. Peter operates a single investment strategy for wholesale investors with a bias toward small and micro-cap companies. In this episode Peter talks about his investment style, and two microcaps he’s bullish …

For this episode we welcome back to the podcast Mark Tobin, founder of Coffee Microcaps. Mark is the go-to man when it comes to quality microcaps listed on the ASX. Mark began his career as an equity analyst in Sydney by working at Wilson Asset Management, a small and microcap specialist manager. In 2020, Mark launched Coffee Microcaps, which is a …

For this episode we had the pleasure of being joined by Tim Delaney, Co-Founder of Immersion Investments. Tim founded Immersion Investments with David Polansky. Together they run a concentrated portfolio of small and micro-cap equities. In this episode we discuss the Immersion investing style, discovery strategy, and two stocks they’re bullish on f…

For this episode we have the pleasure of being joined by Robert Mulcahy, a private microcap investor. Robert runs a concentrated portfolio focused on finding under-the-radar US microcaps that he believes can become multi-baggers over time. In this episode we discuss his investing style, process, and two stocks in his portfolio he’s bullish on for t…

For this episode we had the pleasure of being joined by Aaron Edelheit from the Mindset Cannabis Value Fund. Aaron recently wrote the Cannabis Manifesto, which does a great job of laying out why the cannabis industry in North America is a such a compelling investment opportunity. In this episode we discuss his thesis, and three stocks in his portfo…

For this episode we had the pleasure of being joined by David Collins, founder of Howay Investments and fund manager of the Howay Equity Fund. Over the 20 years prior to founding Howay Investments, David worked in both London and the United States in senior management and investing roles for Prudential, Och-Ziff Capital (now Sculptor Capital) and M…

For this episode we had the pleasure of being joined by Eric Burns who is the Chief Analyst for both the Free Spirit and UK Buffettology Fund at Sanford DeLand. In this episode Eric talks about the Business Perspective Investing methodology used at Sanford DeLand. We also touch upon Porter's Five Forces Analysis for identifying moats, and his thesi…

For this episode we had the pleasure of being joined by David Ridland, Manager and CIO of Castlebay Investment Partners. David likes to invest in high quality companies with strong cashflows, high operating margins, and high returns on invested capital. In this episode David talks about his investment philosophy, process, and his thesis for investi…

For this episode we had the pleasure of being joined by the guys behind the excellent Partnership Investing Newsletter. In this episode they talks us through the characteristics they seek in a business, and where they're finding opportunities in todays market environment. They also provide their thesis for investing in two small caps they think hav…

For this episode we had the pleasure of being joined by Dan Schum, who is a private investor and writer of the popular No Name Stocks blog. Dan seeks to invest in micro and nanocap stocks that have little research and under-followed, but have the potential of becoming multi-baggers. In this episode Dan talks us through is process, and also provides…

For this episode we had the pleasure of being joined by Peter Rabover, who is the founder and portfolio manager of Artko Capital. Peter likes to focus on small/microcap companies and special situations, within a concentrated portfolio. In this episode Peter discusses his investment style, how he finds investment ideas, and the types of companies he…

For this episode we were joined by Jeremy McKeown from Dowgate Wealth. Dowgate Wealth, based in London, create bespoke portfolios for their clients. They select investments based on their fundamental qualities and their ability to generate above-market returns regardless of economic cycles. Jeremy joined Dowgate Wealth in November 2020. He has work…

For this episode we were joined by David Cornell, the Managing Director and Chief Investment Office of India Capital Growth Fund. The trust is listed on the London Stock Exchange with the ticker IGC, and has compounded at an average of 14.8% over the past 10 years. In this episode David discusses why India is such a compelling investment opportunit…

For this episode we had the pleasure of being joined by Tony Capeloto. Tony is the founder, and investment manager, of Foster Point Capital, an investment firm based in Seattle. In this episode Tony his investment style, what he looks for in management, as his thesis for investing in two US small caps that he thinks have great potential. Hosted by …

For this episode we have the pleasure of being joined by Mark Simpson, who is a private investor, market commentator, and author of the popular book Excellent Investing: How to Build a Winning Portfolio. In this episode Mark discusses his value investment style, and his thesis for investing in two UK small caps that are being offered to investors a…

This week we had the pleasure of being joined by Alex Morris, who is the founder and author of The Science of Hitting investment research service, which is published on Substack. Alex spends his days searching for high-quality businesses that are misunderstood or underappreciated, providing the opportunity for better than average returns over the l…

This week we had the pleasure of being joined by Siddharth Singhai, Chief Investment Officer and Co- founder of Ironhold Capital who are based in Manhattan, New York. Ironhold Capital invest in just a handful of high quality businesses, and then hold for the long term. In this episode Siddharth discusses his process for finding high quality compani…

This week we had the pleasure of being joined by Alex Game and Fraser Mackersie, managers of the Unicorn UK Growth Fund. They have achieved fantastic returns by investing in some of the best growth businesses listed in London. In this episode Alex and Fraser talks us through their investment style, strategy, and current views on the UK market. They…

Joining us in conversation for this episode was Marcus Frampton, who is the CIO of the Alaska Permanent Fund. Marcus is also the author of The Micro Cap and OTC Stock Letter, a monthly newsletter which strives to uncover value in the underfollowed corners of the North American markets. He does this with an adventuresome and audacious spirit inspire…

Joining us in conversation for this episode was Maynard Paton. Maynard has been investing in shares for over 25 years and is a full-time investor, researcher and blogger. He is a well known and respected investor within the UK small cap sphere. He runs a concentrated portfolio with currently just 11 stocks. In this episode Maynard talks about his R…

Joining us in conversation for this episode was Benj Gallander from the popular Contra The Heard newsletter. Benj is widely considered to be Canada’s top authority on contrarian investing. His 20-year annualized return is just over 18%. He is also the author of many best selling investment books. In this episode Benj talks about his contrarian inve…

Joining us in conversation for this episode was Gary Mishuris from Silver Ring Value Partners. Silver Ring Value Partners utilizes a concentrated intrinsic value approach in seeking to safely compound capital over the long term. In this episode Gary talks about his investment style and process. He also covers two stocks in his portfolio he's bullis…

For this episode we welcome back to the podcast the 21st century 'Yorkshire' version of Ben Graham. Yes that's right... David J Flood, private investor and writer of the Elementary Value blog. If you listened to episode 7 you will know that David likes to invest in net-nets, nano caps, AIM/OTC/Dark stocks, and special situations. In this episode Da…

Joining us in conversation for this episode was Richard de Lisle from De Lisle Partners. Richard has over 40 years of experience in the US equity market, running the private investment fund the Emmanuel College Endowment Fund since 1996, and the more recent VT De Lisle America Fund which is open to the public. Both funds are invested in US equities…

Joining us in conversation for this episode was investor, and entrepreneur, Jonah Lupton. Jonah invests in disruptive and innovative high-growth companies with market caps under $10 billion. In this episode Jonah walks us through his thesis for investing in two companies he feels have huge growth opportunities, and could be potential 10x multi-bagg…

Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital. With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital. In this episode Shree provides an overview…

Joining us in conversation for this episode was Michael Crawford from Chawton Global Investors. Michael has over 23 years of investment management experience. In this episode Michael provides an overview of the TB Chawton Global Equity Income Fund. He also walks us through his thesis for investing in two companies which he thinks can keep on compou…

Joining us in conversation for this episode was Michael Fritzel, also known as Fritz, from Asian Century Stocks. Fritz provides a brief overview of Asian Century Stocks, and what countries and businesses he likes to focus on. He then talks about two companies which he is bullish on - the largest operator of movie theatres in Thailand, and a chocola…

Joining us in this episode was Barry Norris from Argonaut Capital. Barry founded Argonaut in 2005, and manages the VT Argonaut Absolute Return Fund using his “earnings surprise” investment process. Barry began managing money in 2002 at Neptune, having begun his career at Baillie Gifford. He was educated at Cambridge University and has an MA in Hist…

Joining us in this episode was Adam Wilk from Greystone Capital Management. Adam takes concentrated positions in small companies that are generally under-followed, misunderstood, and can be too small for large funds or passive investment vehicles to own, therefore creating the potential for mispricing’s. His returns over the past few years have bee…

Joining us for this episode was Gary Moglione, Fund Manager of Momentum Multi-Asset Value Trust Plc. Momentum Multi-Asset Value Trust Plc is listed on the London Stock Exchange with the ticker MAVT. The trust invests in UK and overseas equities, fixed income securities, and specialist assets. In this episode Gary talks about how the trust has been …

Joining us for this episode was Mark Walker from Tollymore Investment Partners. Mark manages a concentrated portfolio of only 12-15 positions. Since launching the fund in 2016, until the end of 2020, Tollymore has generated a return of 28% per annum net of all fees and expenses. In this episode Mark talks about his investment style and philosophy, …

Joining us for this episode is Steve Clapham from Behind The Balance Sheet. Following a 25-year career as an investment analyst, Steve decided to put that experience to good use and train the next generation of investment analysts, private investors, and portfolio managers. He is also the author of the popular book 'The Smart Money Method: How to p…

Joining us for this episode was Theron de Ris, Founder and Managing Partner of Eschler Asset Management. Eschler takes a business-like approach to investment, deploying long-term capital into a small number of well-researched ideas. In this episode Theron gives an overview of his investment style, and his thesis for investing in two companies, one …

Joining us for this episode was Ben Claremon from Cove Street Capital. Cove Street Capital offers concentrated, small cap value investment strategies that capitalize on inefficiencies in public markets. In this episode Ben gives a breakdown the his investment process, and the thesis for investing in two tech stocks he thinks have great upside poten…