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 to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter. https://www.capitalemployed.com...
Dec 03, 2024•20 min•Ep. 64
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 for listening. ---> NEWSLETTER Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock p...
Nov 03, 2024•29 min•Ep. 63
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. ---> NEWSLETTER Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter. ...
Nov 01, 2024•23 min•Ep. 62
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 player. Or simply share the episode with your investing friends. Thanks for listening. ---> NEWSLETTER Join the newsletter to read interviews with ...
Oct 31, 2024•37 min•Ep. 61
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 philosophy behind Headwaters Capital. How he generates ideas. What type of businesses Chris likes to invest in. Two stocks Chris is bullish on for the lon...
Jan 31, 2023•25 min•Ep. 60
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 online business. Answering listeners questions including... hiring new management, funding new acquisitions, operational costs, deal flow, and warrants. Pl...
Jan 05, 2023•28 min•Ep. 59
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 he managed a smallcap income fund. Leaving the City in 2010, he taught the CFA qualification at BPP, and later managed equity research teams for CRISIL...
Sep 22, 2022•28 min•Ep. 58
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 Christian discusses... How his love of investing started in his youth by turning 5k into 100k. How the Russian bear market of 2011-15 shaped his investme...
Sep 09, 2022•27 min•Ep. 57
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 House in 2016. In this episode John discusses his journey as a private investor, why he likes dividend stocks, his investing checklist/process, and t...
Jul 13, 2022•32 min•Ep. 56
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 stockbroking firm, later moving to Jupiter Asset Management where he spent 10 years looking after private client portfolios, charities, and trusts. He mov...
Jun 16, 2022•23 min•Ep. 55
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 he’s still bullish on gold, and two stocks he’s recently added to the portfolio. Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLE...
Mar 14, 2022•17 min•Ep. 54
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 Oxford and an MBA from Cass Business School. He is also the author of “Buffett Step by Step” (Financial Times/Pitman Publishing) and most importantly, h...
Mar 09, 2022•22 min•Ep. 53
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. Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> https://capitalemployed.s...
Mar 02, 2022•20 min•Ep. 52
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 securities. In this episode Avi talks about his investing style, process, and two microcaps he's bullish on. Hosted by Jon Kingston https://twitter.com/equityb...
Feb 11, 2022•22 min•Ep. 51
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 types of companies the fund likes to invest in, and three companies they're bullish on for the long term. Hosted by Jon Kingston https://twitter.com/eq...
Feb 03, 2022•23 min•Ep. 50
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 on for the long term. Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> ht...
Jan 26, 2022•25 min•Ep. 49
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 weekly subscription newsletter and also Virtual Events. In this episode Mark provides an update of the two companies he discussed last time he was on ...
Jan 21, 2022•23 min•Ep. 48
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 for the long term. Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> https:...
Jan 17, 2022•38 min•Ep. 47
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 the long term. Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> https://ca...
Jan 13, 2022•18 min•Ep. 46
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 portfolio he is bullish on for the long term - Verano Holdings (VRNO) Ayr Wellness (AYR) Glass House Brands Inc (GLASF) Hosted by Jon Kingston https://twitt...
Dec 01, 2021•23 min•Ep. 45
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 Morgan Stanley. 'We formed Howay Investments to create something a little different in the world of fund management. We like to think of ourselves as b...
Nov 17, 2021•38 min•Ep. 44
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 thesis for investing in two UK stocks he's bullish on for the long term. Hosted by Jon Kingston https://twitter.com/equitybaron ---> Join the newsletter...
Oct 20, 2021•20 min•Ep. 43
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 investing in two stocks he's bullish on for the long term - Avon Protection and Croda International. Hosted by Jon Kingston https://twitter.com/equitybaron -...
Oct 05, 2021•26 min•Ep. 42
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 have lots of growth potential. One listed in the US, and the other in the UK. Hosted by Jon Kingston https://twitter.com/equitybaron ---> Join the ne...
Sep 28, 2021•18 min•Ep. 41
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 his thesis for investing in two US listed microcaps he thinks have great potential upside. One company is being managed by a possible future Warren B...
Sep 21, 2021•21 min•Ep. 40
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 likes to invest in. He also provides a breakdown of his thesis for investing in two small caps he thinks can generate great returns. Hosted by Jon Ki...
Sep 17, 2021•20 min•Ep. 39
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 worked in the City for over 4 decades in both fund management and stockbroking. He also writes an excellent blog called Hyper Normal Times, which we recom...
Sep 14, 2021•28 min•Ep. 38
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 opportunity. He also talks about their investment strategy, and why they like to invest in small caps. David also delves into two stocks in the portfolio that h...
Sep 08, 2021•20 min•Ep. 37
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 Jon Kingston https://twitter.com/equitybaron ---> Add your email for more investment ideas -> https://capitalemployed.substack.com ---> Follo...
Sep 03, 2021•19 min•Ep. 36
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 at enticing valuations. Hosted by Jon Kingston https://twitter.com/equitybaron ---> Add your email for more investment ideas -> https://capitalem...
Aug 25, 2021•22 min•Ep. 35
