Far From The Finishing Post

Troy Asset Management
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Far From The Finishing Post Podcast

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.

  1. 10 MAY

    Dan Davidowitz (Polen Capital) - Compounding Made Simple

    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[04:30] Shifting from a deep value shop to Polen Capital[07:44] Keep things simple[10:01] Time arbitrage with busine...

    47 min

  2. 22 MAR

    Robbie Robertson (Personal Assets Trust) - Trust Matters

    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 from a career in the investment trust industry [06:42] Characteristics of succ...

    42 min

  3. 9 FEB

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

    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 history[03:41] The benefits of specialisation[05:56] The importance of controlling the capital structure[08...

    42 min

  4. 10/11/2023

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

    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 market. Show notes:[01:28] Stuart discusses his early career[04:12] Swapping private equity for public eq...

    48 min

  5. 11/09/2023

    Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders

    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 diversified and decentralised nature makes them both resilient and adaptable. Show notes:[01:22] Od...

    41 min

  6. 21/07/2023

    Kiril Sokoloff (13D Research) - An Insidious Environment

    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 big picture right[07:48] The impact of algorithmic trading and passive investing on price discovery [09...

    44 min

  7. 02/06/2023

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

    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 discuss Prashant’s investment philosophy, how to build a high performing team, why investing is similar to elite sp...

    39 min

  8. 18/04/2023

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

    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 healthcare investing[06:01] Delivering innovation and why R&D doesn’t scale[10:07] Focusing on the key pr...

    47 min
See All (28)

About

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.

Information

  • Creator
    Troy Asset Management
  • Years Active
    2021 - 2024
  • Episodes
    28
  • Rating
    Explicit
  • Copyright
    © 2024 Far From The Finishing Post
  • Show Website
    Far From The Finishing Post

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