• Gore Street: COP28 ‘a disgrace’ but energy storage well placed
    Dec 14 2023

    Alex O’Cinneide, fund manager of Gore Street Energy Storage, denounces the pressure petro states brought to bear on the climate change summit but says the global growth in renewable energy storage is unstoppable.

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    37 mins
  • This crash will look like a blip
    Dec 1 2023

    Swiss-listed BB Biotech celebrates 30 years of outperformance with fund manager Dr Daniel Koller confident the biotechnology slump of the past two years will in time look like a small setback.

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    41 mins
  • Chris Mills: It’s hard to be optimistic, but we’re money-makers
    Sep 29 2023

    Veteran activist investor and North Atlantic Smaller Companies fund manager Chris Mills discusses how he is cautiously reinvesting the investment trust’s £107m cash pile after a series of spectacular successes.

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    33 mins
  • The top emerging market fund with no Indian stocks
    Apr 19 2023

    Kamil Dimmich, Citywire AAA-rated manager of the £690m Pacific North of South EM All Cap Equity fund, discusses avoiding the hottest pockets of emerging markets.

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    26 mins
  • Abrdn UK Value’s McCoy: How contrarian is oil and gas now?
    Mar 2 2023

    Wesley McCoy, manager of the £375m Abrdn UK Value fund, discusses why banks like Barclays are now a more contrarian bet than energy giants but defends making money from coal companies.

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    27 mins
  • Vietnam’s oldest trust on its most turbulent year yet
    Feb 17 2023

    Dragon Capital founder Dominic Scriven discusses the anti-corruption drive that shook Vietnamese markets last year and the prospects for pioneering £1.4bn investment trust, Vietnam Enterprise Investments Limited.

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    39 mins
  • Don’t let 2022’s slump fool you, real estate is reviving
    Jan 27 2023
    The fog of uncertainty is clearing around real estate investment trusts after last year’s selloff, says TR Property's Marcus Phayre-Mudge, who tells Gavin Lumsden where he is finding good value in a sector trailing on steep discounts to asset value.
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    38 mins
  • Ken Wotton: Takeover resurgence should drive UK small caps
    Jan 18 2023
    Ken Wotton, the manager of the £361m Gresham House Multi Cap Income fund and Strategic Equity Capital trust, discusses lowly-rated British smaller companies and the next wave of corporate activity.
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    30 mins