Episodes

  • Luke Finch: AI progress is a ‘win win’ for HgCapital

    Luke Finch: AI progress is a ‘win win’ for HgCapital
    Apr 29 2026
    Head of Client Services at European and US software investor Hg, manager of HgCapital, defends the sector against rapid AI advancement.
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    25 mins
  • Nick Train: Worse-ification is the route to mediocrity

    Nick Train: Worse-ification is the route to mediocrity
    Apr 15 2026
    The Lindsell Train manager defends his high-conviction approach that has been ‘wonderful on the upside but painful on the downside’. Despite falling far behind the benchmark in recent years, Train said that ‘in a world of ETFs and index huggers, it is necessary to offer investors a strategy that is radically differentiated’.
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    47 mins
  • We're 'in the early innings' of a biotech recovery

    We're 'in the early innings' of a biotech recovery
    Feb 17 2026
    RTW’s Oliver Kenyon unpacks the biotech opportunity as pioneering companies move into commercialisation, and explains why he thinks the sector still looks attractively valued.
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    31 mins
  • Edinburgh Worldwide’s Simpson-Dent fends off Saba accusations

    Edinburgh Worldwide’s Simpson-Dent fends off Saba accusations
    Jan 8 2026
    The Edinburgh Worldwide chair fended off accusations made by Saba Capital ahead of its impending vote to remove the board later this month, defending the £750m trust’s sale of SpaceX and his personal involvement in the FCA’s largest ever fine against a retail company.
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    24 mins
  • The Trust Show with Charlotte Yonge

    The Trust Show with Charlotte Yonge
    Jan 7 2026
    Personal Assets’ newest manager looks back on a busy 2025 in a conversation spanning stickier-than-expected inflation, Yen exposure and why the trust won’t be investing alongside crypto’s ‘nefarious actors’.
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    17 mins
  • Gore Street: COP28 ‘a disgrace’ but energy storage well placed

    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

    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

    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