Far From the Finishing Post – Alastair Unwin (Polar Capital)
Alastair Unwin is a fund manager on Polar Capital’s Technology team.
51 minsHalf Year Letter to Investors
Had you fallen asleep at the start of the year, only to be revived six months later, you might be forgiven for thinking that markets were similarly sedate.
15 minsTroy Global Equity Strategy Newsletter No.19
That’s not all, folks Without wanting to count our chickens too soon, it is natural to reflect on…
10 minsFar From the Finishing Post – Gabrielle Boyle & George Viney (Troy)
Tom catches up with Gabrielle and George to discuss why the market persistently underestimates the compounding power of rare and exceptional companies and why they work so well together as a team.
47 minsGlobal Equity Strategy Newsletter No.18
We are surprised by the strength of markets so far this year and the magnitude of the gains, especially since the multiple interest rate cuts so widely expected at the start of the year have failed to materialise.
8 minsFar From the Finishing Post – Dan Davidowitz (Polen Capital)
Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy.
47 minsFar From the Finishing Post – Robbie Robertson (Personal Assets Trust)
In this episode we speak to Robbie Robertson. Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment trust industry.
42 minsFar From the Finishing Post – Jim Strang (HgCapital Trust)
In this episode we speak to Jim Strang, Chairman of HgCapital Trust. The Trust has an outstanding track record investing in business-to-business software companies.
42 minsTroy Global Equity Newsletter No.17
The start of any new year is an opportunity to reflect on the present and make resolutions for the future. This year the opportunity is made all the greater by the passage (at the end of 2023) of the Troy Global Equity Strategy’s 10-year anniversary
8 minsFar From the Finishing Post – Stuart Widdowson (Odyssean Capital)
Stuart Widdowson founded Odyssean Capital, is co-manager of the Odyssean Investment Trust, and has a wealth of experience investing in UK-listed smaller companies.
42 mins
