Content for the retail investor
22:43
piworld interview: Ben McKeown, Dowgate Capital
Ben McKeown, CFA, Investment Director at Dowgate Capital, discusses how he manages money at Dowgate. We learn some of their investing criteria, and where he sees their current opportunities. Ben tells us that Dowgate Capital’s wealth management division is a younger, more dynamic wealth manager, where they aspire to generate returns of 20% a year, […]
36:33
piworld interview: Andrew Hollingworth – Reflections on 2020
Andrew Hollingworth, Founder, HollAnd Advisors, discusses his investment approach and running a fund during CV19: what went well and badly, and opportunities for 2021. We get a real sense of some of the aspects of fund management. Andrew’s background & HollAnd Advisors – 00:31 How’s the fund performed since it’s inception? – 4:57 Growth v […]
47:38
RA International (RAI) investor presentation December 2020
Soraya Narfeldt (CEO), Lars Narfeldt (COO) and Andrew Bolter (CFO) give an overview of RA International and an update on current trading following December 2020’s trading update. Soraya Narfeldt, CEO Introduction – 00:17 Soraya Narfeldt, CEO, Andrew Bolter, CFO & Lars Narfeldt, COO What RAI do – 00:55 Clients – 03:12 Growth strategy – 05:42 […]
12:57
piworld 2020 round up interview: Mark Slater
Mark Slater, Chairman & CIO, Slater Investments, looks back at 2020. Codemasters (CDM) played out very well, as anticipated. The learnings repeated: in a crisis, don’t panic and take advantage of it; aggressively. Finally, Mark gives us his expectations for the UK markets in 2021, which he feels are attractive. What’s the fund’s ytd performance? […]
16:03
piworld 2020 round up interview: David Thornton
David’s performance from the lows of March to December 2020, was +99%, with a ytd performance (to 14.12.20) of +10%. Here David outlines what went well, with Tremor (TRMR), which endorses the need for patience and taking a long term view. IMImobile (IMO) didn’t go so well, selling out two weeks before their bid. However, […]
21:53
piworld 2020 round up interview: Stephen English
We interviewed Stephen back in April 2020. Now he updates us on joining Stellar Asset Management, on 1st September 2020. He discusses, what has gone well and how to avoid value traps, advising don’t buy a recovery stock unless it’s rallied significantly, citing Volex (VLX). What didn’t go so well and learnings, where he discusses […]
17:49
piworld 2020 round up of the year: John Rosier
John called the market to perfection, when we spoke to him back in April 2020. He outlines how it’s played out for him throughout the rest of the year, what went well, what went less well, and what he’s most bullish about for 2021. A sanguine thought, if he’d have done nothing this year, he’d […]
14:02
piworld 2020 round up: Leon Boros
Leon has had an exceptional performance this year, up 37%. His top contributor is Best of the Best (BOTB) which he continues to hold. He regrets selling Games Workshop (GAW) in the 40’s, but swallowed his pride and bought back recently. For 2021, he believes Wey Education (WEY) should outperform. Hopefully we’ll catch up with […]
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