In this episode we are joined by William Davies, Co-Founder and CEO of Ptarmigan Capital.

We discuss:

His background, how he started his investment career;

Why we started Ptarmigan Capital;

The vison for the business and investment philosophy;

The key differentiators of the company

For more information please email: contact@ptarmigancapital.co.uk

Hosted on Acast. See acast.com/privacy for more information.

After a short hiatus we are back with our newest member of the team, Tommy Faber, lead manager of the Ptarmigan Global Equity Fund.

In this episode we discuss Tommy's formative years in finance, we unpack his philosophy and approach to managing assets. We also outline the objectives for the fund.

If you have any questions then do get in touch at contact@ptarmigancapital.co.uk

Hosted on Acast. See acast.com/privacy for more information.

In this episode Doug speaks with Bram Cornelisse the CIO and founder of Farringdon Capital, a European equity specialist. They discuss how Bram started his career, where he sees the opportunities in Europe, his views on the increasingly narrow US market. They also cover how private equity has shaped the listed investment landscape.

If you have any questions the email contact@ptarmigancapital.co.uk

Hosted on Acast. See acast.com/privacy for more information.

In this episode Doug speaks to Chris Shedrick, the founder of What3Words.

They discuss: Chris' best investment, how he started his career, why he started what3words, how the problem has changed over time, international expansion and where he sees the opportunity for the business.

For more information email contact@ptarmigancapital.co.uk

Hosted on Acast. See acast.com/privacy for more information.

Charlie and Doug discuss themes and trends that shaped 2024 and look ahead to 2025. They discuss:

• The explosive growth in AI infrastructure spend
• The surprising resilience of US econocomy and wage growth;
• The rapid increase in advertising expenditure on streaming platforms;
• The growing strength of European arms companies;
• The balance between inertia and incentives in the US vs. Europe;
• And analyse the implications of the Chinese wealth effect.

For more information about Ptarmigan Capital head to ptarmigancapital.co.uk

Hosted on Acast. See acast.com/privacy for more information.

This week Doug is joined by entrepreneur Sophie Salisbury. Sophie is the co-founder of Reia,

Reia is an innovative company offering self-care products without the waste of single-use plastic. Think refillable, natural, and vegan hand and body care essentials. More details can be found here reia.store

In this episode we discuss her background, what made her make the leap into entrepreneurship, her vision for the business and always advice for our younger listeners.

Hosted on Acast. See acast.com/privacy for more information.

In this episode Doug speaks with Victor Haghani, financier, author and the founder of Elm Wealth. Victor started his career at Saloman Brothers in the 80's and went on to be the youngest founding partners of LTCM. He is the co-author of the Missing Billionaires - A guide to making better financial decisions, published last year to critical acclaim.

For more information about Victor head to https://elmwealth.com/

For more information about Ptarmigan Capital head to https://ptarmigancapital.co.uk/

Hosted on Acast. See acast.com/privacy for more information.

In this episode Charlie and Doug knit together trends and patterns from our investee companies and broader earnings releases across the universe. We also discuss the intricacies of our investment process which references the Ptarmigan Capital Investment Style Cycle (pictured)

For more information get in touch at contact@ptarmigancapital.co.uk

Hosted on Acast. See acast.com/privacy for more information.