Money Maze Curated Podcasts Curated Podcasts - With Simon Brewer

There is a growing recognition that the term “hedge funds”, rather than being an asset class, instead represents a range of approaches to access very different investment opportunities. 

Here at the Money Maze Podcast, we think that a better way of viewing them is through the lens of how a proven manager or style can help deliver a different, and less correlated, set of returns.

In this Money Maze Curated edition, we welcome Chris Dale, a seasoned investor in this space with an impressive long-term track record. He explains Kintbury’s approach, which offers an exposure to a universe of listed UK and European companies without having the market risk or beta.

Chris explains how they identify short and long opportunities, including why they shorted Wirecard, why they have been long Novo Nordisk for many years and the egregious price inflation in luxury goods.

He then explains their warning flags on the short side, and how sustained cash generation sits high on their list of priorities for their long investments.

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DISCLAIMERS

MONEY MAZE PODCAST
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising).

KINTBURY CAPITAL
This podcast has been prepared by Kintbury Capital LLP (“Kintbury Capital") solely for the purpose of providing background information on the strategy which Kintbury Capital operates.  The distribution of this podcast may be restricted in certain jurisdictions.  The information herein is for general information only, and it is the responsibility of any person or persons in possession of this podcast to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdiction. This podcast is not intended for distribution to, or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.

This podcast is not intended as an offer or solicitation with respect to the purchase or sale of any security.

The summary description included herein, and any other materials provided to you are intended only for information purposes and convenient reference and are not intended to be complete.  This information is not intended to provide and should not be relied upon for accounting, legal or tax advice or investment recommendations.  The investment examples provided herein are for discussion purposes only and are no guarantee of future results or that such investment opportunities will be available in the future.  No reliance may be placed for any purpose on the information and opinions contained in this podcast or their accuracy or completeness.  No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained in this document by any of Kintbury Capital, its members, employees or affiliates and no liability is accepted by such persons for the accuracy or completeness of any such information or opinions, and nothing contained herein shall be relied upon as a promise or representation whether as to past or futu

In this conversation, Peter Tasker and Mark Pearson, Co-Founders of Arcus Investment, explain the evolving Japanese political & economic landscape in 2024.

Hugo Llewelyn of Newcore Capital outlines why the specific opportunities afforded by investing in UK social infrastructure offers the potential of strong returns, allied to prudent capital management.

Litigation finance is a small but growing industry, proving to be an attractive opportunity for investors looking for a new uncorrelated alternative asset class.

Over the past five years, the UK litigation finance market has doubled (up from £1 billion in 2017).

Given this growth, it’s not surprising that private equity and venture capital investors are increasingly interested in the space.

To understand more, we were pleased to be joined by Robert Rothkopf, Managing Partner of Balance Legal Capital. He set up the firm in mid-2015 and is supported by litigation titans like Lord David Gold and Ian Terry.

The firm is pioneering the development of the industry in the UK and internationally, being ranked by Chambers and Partners 2021 in both the UK and APAC regions. Balance Legal Capital is also listed in this year’s Legal 500 as a key player in UK litigation funding.

It is also a proud member and supporter of the Association of Litigation Funders (ALF). The ALF is an independent body that has been charged by the Ministry of Justice with delivering self regulation of litigation funding in England and Wales.

Please enjoy and listen to our insightful discussion above to learn more about this fascinating sector, and discover where opportunities may lie.

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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. 

In 2017 Brian founded and continues to serve as Chairman and CEO of TechMet, a permanent capital vehicle investing in a portfolio of technology metal projects.


TechMet acquires and manages projects that produce, process and recycle the key strategic technology metals that go into batteries, electric vehicles and renewable energy systems; cobalt, lithium, nickel, tin, tungsten, rare earth metals and vanadium.


He explains how the world is undergoing a seismic transformation in how it produces and uses energy. A part of this is a mobility revolution with the mass adoption of electric vehicles.

These radical shifts represent ‘once-in-a-century’ investment opportunities and will re-shape not just whole industries, but also the geopolitical landscape.

The West has been late to recognize the significant advancements made by the Chinese in this area over the last 20 years, and it now needs to play a tough game of catch-up.


A key to success will be the ability to secure the supply of its building blocks – the technology metals.



Sign up to our Newsletter |  Follow us on LinkedIn | Contact Team TechMet

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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. 

Today, this Oxford University spin-out, Oxford PV, is reshaping the world of solar, helping to make it more affordable, more mainstream and accelerating the energy transition.

We welcome Prof Henry Snaith, Co-Founder and the Binks Professor of Renewable Energy in the Physics Department of the University of Oxford, Dr Chris Case, Chief Technology Officer, and David Ward, CEO.

They explain how and why Oxford PV has developed a low-cost, highly efficient solar photovoltaic technology which integrates with standard silicon solar cells to dramatically improve their performance. 

In turn, they elaborate on the evolution of Oxford PV from laboratory to spin-out. They examine the science, the patents, the roll out, the manufacturing and path to profitability and why silicon has reached its scientific limits.

In an illuminating interview they share why this might be the most significant invention within renewable energy and why they are so excited about the future.

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Connect with Oxford PV

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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.