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piworld interview: Ben McKeown, Dowgate Capital
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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, […]
piworld interview: Andrew Hollingworth – Reflections on 2020
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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 […]
piworld 2020 round up interview: Mark Slater
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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? […]
piworld 2020 round up interview: David Thornton
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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, […]
piworld 2020 round up interview: Stephen English
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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 […]
piworld 2020 round up of the year: John Rosier
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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 […]
piworld 2020 round up: Leon Boros
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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 […]
piworld 2020 round up: Paul Scott
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16:44

piworld 2020 round up of the year: Paul Scott

Paul’s achieved outstanding returns for the year, where he used hedging. Interesting flatter where he has no hedges. He highlights some great learnings both about using hedges, and separately that cheap companies can get a lot cheaper! For 2021, he is very bullish about BooHoo. Delivered in Paul’s usual charming and relaxed style. Enjoy! Paul’s […]
piworld 2020 round up of the year: Richard Leonard
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29:46

piworld 2020 round up of the year: Richard Leonard

Richard’s had a rollercoaster of a year, in April he was down over 40% and has now recovered to c +8%, from peak to trough, up about 80%. His biggest regret, moving to almost 100% cash in March, but he got back on the horse quickly, buying Polar Capital amongst others. Hear more of his […]
piworld round up of the year: Cockney Rebel.
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12:48

piworld round up of the year: Cockney Rebel.

One of a series of short interviews to round up 2020. Having spent most of the CV19 crash, cashed out and crashed out, Richard returned in top gear from June onwards. Here he tells us a few of the highlights, and his most favoured stock for 2021. Performance year to date c+35% – 00:50 What […]
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