Far From The Finishing Post

May 10 2024 28 ep. 42 mins 51
Far From The Finishing Post Podcast artwork

Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevant individuals and do not necessarily reflect the views of Troy Asset Management and may be subject to change without notice. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Dan Davidowitz (Polen Capital) - Compounding Made Simple

May 10 2024 47 mins  
Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years.Show notes:[01:16] Dan discusses how he pivoted from public health to investing[02:56] Thoughts on healthcare investing[04

Robbie Robertson (Personal Assets Trust) - Trust Matters

Mar 22 2024 41 mins  
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. We discuss the evolution of the investment trust industry, the advantages of a closed-end structure and the role Personal Assets Trust can play in a portfolio. Show notes: [01:28] A different world [03:17] Observations fro

Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software

Feb 09 2024 41 mins  
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. We discuss the evolution in private markets over Jim’s career, the benefits of specialisation and the reasons behind Hg Capital’s success.Show notes:[01:15] Jim discusses his early career[02:12] HgCapital Trust’s

Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies

Nov 10 2023 47 mins  
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. We discuss the lessons Stuart has applied to public equity investing from his days in private equity, the rewards derived from investing in good quality companies that can be improved, and the overall state of the UK mar

Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders

Sep 11 2023 40 mins  
In this episode we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. We discuss the entrepreneurial energy within these companies, why they are able to reinvest capital at attractive rates for a long period of time and how their

Kiril Sokoloff (13D Research) - An Insidious Environment

Jul 21 2023 43 mins  
Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a number of major paradigm shifts over the last 40 years. We discuss Kiril’s career, why the current investment backdrop is so challenging and how the geopolitical landscape is evolving.Show notes:[01:23] Kiril talks about the start of his career[04:18] Getting the

Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities

Jun 02 2023 39 mins  
Prashant Khemka has a strong track record managing capital in India and global emerging markets. He established Goldman Sachs Asset Management’s India franchise in 2006, was lead portfolio manager of Goldman’s India Equity and Global Emerging Market Equity strategies, and in 2017 founded White Oak Capital Management, where he has continued to deliver impressive returns. We disc

Paul Major (Bellevue) - Innovations To Fix a Broken System

Apr 18 2023 46 mins  
Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discuss how healthcare has evolved, why existing healthcare systems are fundamentally challenged, and the approach Paul takes to investing in the industry as a result.Show notes:[01:15] Paul discusses how he got into finance[03:15] Bellevue[04:31] General lessons for he

Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income

Mar 24 2023 31 mins  
Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We discuss the changing investment environment, why it could be good for high-quality, dividend-paying companies, and where Blake is finding value in the UK market today.Show notes:[1:16] Being deliberate and patient during tough times[3:30] Equity income investing in a different

Swetha Ramachandran (GAM) - Luxury's Broadening Appeal

Feb 10 2023 44 mins  
Swetha Ramachandran manages GAM's luxury brand strategy and knows the luxury industry inside out. We discuss Swetha's definition of luxury, the pre-eminence of European brands, the rise of China and how the industry is evolving. [01:05] Swetha discusses her early career [03:01] Luxury is changing and widening [06:13] Defining luxury [07:53] Sizing the luxury market [09:10] Characte