Master Investors

James Faulkner
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Master Investors

Ever wish you could get the inside track from the real movers and shakers of the investment world? Well, look no further than the Master Investors podcast. In this exciting new series, Master Investor Magazine Editor-in-Chief James Faulkner gets to pick the brains of fund managers, CEOs, big shot investors and various other luminaries from the investing world, in order to get you - the private investor - up to speed with all the latest themes in what is a very fast-moving and exciting industry.

  1. ٩ رجب

    2025 - The global economy and year-ahead end games

    2025 heralds the second Trump administration predicted to be transactional and strategic, but will it result in ceasefires relating to wars and economic inertia?In this lookahead to 2025, financial economist Victor Hill discusses the global outlook through the lenses of politics, financial markets and the evolution of Muskonomics as the billionaire is used as a litmus test for the EV revolution in China.In this conversation with Master Investor's Sarah Lowther he also delves into the U.K. economic landscape and discusses if there's a sequel to Rachel Reeves' Autumn budget and whether she'll release her fiscal corset.For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/).

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  2. ٠٥‏/٠٦‏/١٤٤٦ هـ

    Investing in the Age of Longevity 2024 – Greg Bailey

    Greg Bailey, Co-founder and Executive Chairman at Juvenescence, joins Phil Newman for a chat at Investing in the Age of Longevity 2024. Highlighting 2025 as an inflection point for both Juvenescence and the industry as a whole, Greg outlines some of his company's assets as well as the progress made with getting therapeutics into clinical trials. He also looks back at the longevity investment marketplace, and why now is a golden opportunity for investors to get onboard. Summarising Juvenescence's approach as a mix of business models, Greg shares his view on the potential provided by the consumer marketplace. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/).

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    Investing in the Age of Longevity 2024 – Panel Discussion

    Kevin Slawin, M.D., Founder and CEO at Eos SENOLYTIX, Greg Bailey, Co-founder and Executive Chairman at Juvenescence, Deepankar (Deep) Nayak, CEO at Deep Longevity, and Dr. Emil Kendziorra, Founder and CEO at Tomorrow Bio, join Phil Newman for a panel discussion at Investing in the Age of Longevity 2024. In their chat, participants answer questions from the audience, and share their views on the envisaged timeline for blockbuster aging therapeutics, as well as realistic overall life span expectations.For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/).

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  4. ٠٥‏/٠٥‏/١٤٤٦ هـ

    Can Labour's taxation and invest for growth mantra succeed in its promises?

    Invest. Invest. Invest. Taxation. Taxation. Taxation. Is this the mantra and the reality of the Labour government's first budget in almost fourteen years? Financial economist Victor Hill explains whether the current economic climate and the new Chancellor's measures will reanimate growth in the UK against the country's debt to GDP ratio of over 100%. Hill calculates that by the end of the decade, the U.K. will still be rumbling along with a growth rate of around 1.2 to 1.4% which he says is not disastrous. What may put a spanner in the works for UK exporters though is another Trump presidency which has a fondness for tariffs on non-US made products. While Rachel Reeves' budget is still being scrutinised, Hill says the market expects more details to come about the measures and headline statements. The Bank of England has capitulated on its interest rate predictions before and time will tell if Reeves, as a former Bank of England economist, will do the same.For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/).

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  5. ١٥‏/٠٤‏/١٤٤٦ هـ

    Hercules Site Services forecasts £105m turnover milestone with further growth predicted

    Brusk Korkmaz is keen to stress that the company he started in his spare bedroom 16 years ago is very much the shareholders company now.The business is Hercules Site Services (LON:HERC) and since 2008 the tech enabled construction company has grown every year with the exception of the year when Covid impacted businesses globally.Korkmaz is delighted with the recent financial milestone the business has achieved – that of the anticipated £105 million turnover for FY24 which is well ahead of market expectations."We can confidently say that we are well placed to continue growing organically each year," says Korkmaz.Hercules supplies both labour and white collar staff to blue chip clients in the infrastructure and construction sectors. It also has a construction services division where it takes on civil projects in the water industry and has a much-used excavator hire service solution.Significantly it has novel and modern methods for recruitment. It opened its Construction Academy at the beginning of the year to upskill existing and train up new entrants and has a recruitment app which alerts workers to available opportunities.With some £775 billion earmarked for investment in the infrastructure and construction sectors over the next 10 plus years, Hercules is positioning itself for opportunity and to help it grow organically and by acquisition it has successfully raised £8 million for that purpose.For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/).

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  6. ٠٢‏/٠٢‏/١٤٤٦ هـ

    Onward Opportunities: Active investing at dawn and dusk 

    Onward Opportunities Limited (LON:ONWD) was launched in March 2023 and just over one year later the investment company was crowned IPO of the Year at the 2024 Small Cap Awards.  Lead Fund Manager Laurence Hulse can only speculate why his company won the accolade. "We did what we said we would do. We raised some money. We invested it well and we've grown as a business and created value."  Onward’s purpose, says Hulse, is to aggregate a portfolio of investments, an eclectic mix of ideas and opportunities that could generate a lot of value. Indeed over the past twelve months the net asset value of the portfolio has increased by some 20%. "The return we generated last year was in quite a severe bear market for AIM. This year things are looking a little bit more helpful and robust and reducing political uncertainty, I suspect, again, is helpful. There's a very, very healthy pipeline of opportunities to go for in H2. We've delivered 9% so far in the first six months of calendar year ‘24. Our aim is to try and do the same again in H2." Hulse talks about the ‘dawn and dusk’ ethos of the company’s investment strategy giving portfolio constituent the housebuilder Springfield Properties as an example. After trading at "a deep discount to book value after a tough couple of years for house building, now we think that sort of journey is over", says Hulse. "Perhaps the shares are overlooked and offer value. So far that's been the case. The shares are up about 30% from where we bought them and still trade at a pretty clear discount to book value."For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/).

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  7. ١٤‏/١١‏/١٤٤٥ هـ

    Cavendish building a profitable platform in tough markets

    Created by the 2023 merger of finnCap and Cenkos Securities, Cavendish Plc's (LON: CAV) remit as the U.K.'s newest investment house is a large one.  Joint chief executive Julian Morse describes the business as a 'full service investment bank'."We do everything from the equity capital market side. Look after companies as their brokers, help them raise money, produce research on all of our companies and others in the market, financial advice, but also go right across the spectrum to working with private companies." In addition to Cavendish having highly regarded M&A and debt advisory departments, it also has one of the AIM market's largest equity capital markets tech team. Tech in all its forms of MedTech, FinTech, MediaTech ad infinitum is one sector that contributes to the myriad small-cap growth companies that are the backbone of the U.K. economy and the ones that Cavendish is keen to support. Cavendish is however firmly sector agnostic with a laser like focus on supporting small and medium enterprises. The ones that Morse says "foster innovation, entrepreneurialism and effectively give the economy a huge boost". Cavendish itself fosters not just innovation, but loyalty keeping all of its client facing personnel and retaining 'all of that talent' after the combination of the two brokers which Morse describes as a true merger. The company is now hiring as it expands 'cautiously'. By virtue of the business it is and as a listed entity, Cavendish is chasing results deploying "a platform that can be profitable, even in very tough markets". Cavendish has been nominated as Broker of the Year in the 2024 Small Cap Network awards.For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/).

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  8. ٠٨‏/١١‏/١٤٤٥ هـ

    Seraphim: pushing the frontiers of space tech investing

    As the world's first listed space tech fund, Seraphim Space Investment Trust has a first mover advantage in a sector that is starting to get crowded.Private equity, sovereign wealth funds and climate-related funds are now appreciating what Seraphim had predicted years ago in that space tech provides the utilities required for sustainability, digitisation, climate protection and national defence.Managing director and chief executive Mark Boggett says with its 126 strong space tech company portfolio Seraphim is "the most prolific and most active investor in the space market".He talks about how economies are intrinsically linked to space related activities. "If you were to switch off the satellites", he says, "the loss to the U.K. over seven days would be $7 billion."Boggett says the industry globally is worth $450 billion a year, and a few of the companies in Seraphim’s portfolio have already achieved single digit billion dollar valuations and "there's plenty of scope for them to be valued in tens of billions and beyond during the course of the next few years and we believe that there is evidence they are heading in that direction".He and his team aspire to, and are accustomed to big numbers and big concepts.  Chairman Will Whitehorn was a founding member of Virgin Galactic and advisor to Sir Richard Branson as was Seraphim’s Richard McCall. The roll call of entrepreneurial greats is a force that is strong within the company and includes Maureen Haverty, who was COO at space startup Apollo Fusion that was acquired for $145M. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/).

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Ever wish you could get the inside track from the real movers and shakers of the investment world? Well, look no further than the Master Investors podcast. In this exciting new series, Master Investor Magazine Editor-in-Chief James Faulkner gets to pick the brains of fund managers, CEOs, big shot investors and various other luminaries from the investing world, in order to get you - the private investor - up to speed with all the latest themes in what is a very fast-moving and exciting industry.

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    James Faulkner
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