42 episodes

We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today.

With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world.

Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way.

And if you want to find out more, please do get in contact with us.

The information provided during any of Vermeer Investment Management's Art of Investment podcasts does not constitute investment advice nor should it be considered a recommendation to buy or an offer to sell a particular security or investment. It is not intended to address your particular requirements. Vermeer Investment Management Limited, Guests and Presenters may have positions in any of the investments discussed. Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. Past performance is no guarantee of future performance and your capital is at risk.

The Art of Investment Vermeer Partners

    • Business

We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today.

With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world.

Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way.

And if you want to find out more, please do get in contact with us.

The information provided during any of Vermeer Investment Management's Art of Investment podcasts does not constitute investment advice nor should it be considered a recommendation to buy or an offer to sell a particular security or investment. It is not intended to address your particular requirements. Vermeer Investment Management Limited, Guests and Presenters may have positions in any of the investments discussed. Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. Past performance is no guarantee of future performance and your capital is at risk.

    Private equity analysis, niche market leaders and UK small cap with Stuart Widdowson, Founder of Odyssean Capital

    Private equity analysis, niche market leaders and UK small cap with Stuart Widdowson, Founder of Odyssean Capital

    Paul is joined in this episode by Stuart Widdowson, Founder of Odyssean Capital and Fund Manager of the Odyssean Investment Trust. Stuart and his co-Manager, Ed Wielechowski, have a unique investment approach and look at UK smaller companies through a private equity lens. They discuss why permanent capital is important to them, how they deliver returns by engaging with company management teams, current valuations in the small cap market and their ‘Client, Team, Self’ culture. They finish with a quick fire question round that includes Stuart’s advice to young finance professionals and an extensive reading list for those listeners wanting to learn more about investing. To find out more about Odyssean Capital and Vermeer Partners please see the links below:
     
    https://www.oitplc.com/
    https://www.odysseancapital.com/
    www.vermeerllp.com

    • 37 min
    Indian equities, new age tech and Asia politics with Prashant Khemka, Founder of White Oak Capital Management

    Indian equities, new age tech and Asia politics with Prashant Khemka, Founder of White Oak Capital Management

    It was a privilege to welcome Prashant Khemka to the Art of Investment podcast this week. Prashant was CIO of Global Emerging Markets and India Equity at Goldman Sachs Asset Management before founding White Oak Capital Management in 2017, now a $5.4 billion AUM investment firm specialising in Indian equities. In this episode, Prashant shares his views on maintaining ‘balance’ within the firm’s portfolios, White Oak’s investment philosophy, the ins and outs of India’s stock markets, geopolitics within Asia and much, much more. For further information on White Oak Capital Management and Vermeer Partners please see website links below.
    https://www.whiteoakindia.com/
    https://vermeerllp.com/

    • 36 min
    Global Stocks, Digital Transformation, Robotics & Automation, Central Bankers and US Politics with Charlie Fricker, Fund Manager of the Vermeer Global Fund.

    Global Stocks, Digital Transformation, Robotics & Automation, Central Bankers and US Politics with Charlie Fricker, Fund Manager of the Vermeer Global Fund.

    Charlie Fricker is the Fund Manager interviewed on the Art of Investment Podcast this week. Charlie talks about the team’s global investment strategy, why they are overweight Japanese equities, how they are investing in the digital transformation, why central bankers are making the headlines currently and what he will be watching in the upcoming US midterms. For more information on the Vermeer Global Fund please visit www.vermeer.london or email info@vermeer.london.

    • 31 min
    The Myths & Realities of Inflation with Simon King, CIO of Vermeer Partners

    The Myths & Realities of Inflation with Simon King, CIO of Vermeer Partners

    Inflation here in the UK continues to climb to levels not seen since the 1970s. But what does this mean for us all and when will the pain end? This week Paul is joined by Simon King, CIO of Vermeer Partners who discusses the myths and realties of our inflation predicament.
     
    https://vermeerllp.com/
    https://www.linkedin.com/in/simon-king-3833401a/
    https://www.linkedin.com/in/paul-dixey/

    • 30 min
    The future of UK Grocery, Supermarket investment and Arsène Wenger

    The future of UK Grocery, Supermarket investment and Arsène Wenger

    What is the investment case behind supermarket property? This week Paul is joined by the leader in this specialist field, Ben Green, co-founder of Atrato Group. Atrato is the Investment Adviser to Supermarket Income REIT, a FTSE 250 real estate trust and the UK’s only specialist grocery property investor.
     
    https://www.atratogroup.com/
    https://www.atratogroup.com/ben-green
    https://vermeerllp.com/
    https://www.linkedin.com/in/paul-dixey/

    • 22 min
    Why now for Japan’s stock market, lessons from 3 decades in investment management and open water swimming with James Salter, Founder and CIO of Zennor Asset Management

    Why now for Japan’s stock market, lessons from 3 decades in investment management and open water swimming with James Salter, Founder and CIO of Zennor Asset Management

    Show notes
    Paul was joined by James Salter on the podcast this week. James was a former founding partner of Polar Capital and has recently set up his own boutique, Zennor Asset Management with co-Founder David Mitchinson. They discuss why the Japanese stock market looks interesting today, the future relationship between China and Japan, the outlook for the yen and also what it takes to swim the Channel!  
    https://zennorassetmanagement.com/
    https://vermeerllp.com/
    https://www.linkedin.com/in/james-salter-98a574187/
    https://www.linkedin.com/in/paul-dixey/

    • 42 min

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