00:22 – Introduction
09:49 – Managing risk in a long-short strategy
22:30 – How does shorting affect the overall portfolio structure?
24:11 – Genus (GNS)
33:38 – Paradox Interactive
40:51 – Geographic diversity & considering macro risks
43:18 – Managing market inefficiency driven by mega-cap tech stocks, passive investment and meme-driven markets
47:10 – Investing mistakes and learnings
50:32 – Conclusion
About:
Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.
Produced by Progressive Research, Distributed by PIWORLD
PIWORLD provides investors with the latest news and insight to listed companies and their management teams through either live or recorded results presentations, corporate overviews, management interviews and Capital Market Days. Together with interviews from leading fund managers, market specialists and esteemed private investors, we aim to keep the private investor community up to date and informed.
PIWORLD delivers high quality audio and video content to present anything from full-year and interim results to Capital Markets Days and corporate overviews. We bridge the gap between listed companies and the private investor community, who drive the share price and provide liquidity, providing a time and cost effective medium to reach this diverse and important audience.
