Back of the NAV Season 2: Episode 17

Ahead of ‘leveraging’ their bench boost, the BotNAV managers console themselves that, while they may not have much a strategy, boy, can they stick to it.

Spring Congress 2025: Interview with Nick Dumas-Williams

Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.

In the Hot Seat: Andy Draycott and Abhinav Mehra, Chikara India Investment Team

The Chikara Indian Subcontinent Fund investment team discuss India’s evolving middle class consumer story, Modi’s impact on corporates and GDP doubling over the next decade.

Back of the NAV Season 2: Episode 16

The BotNAV co-managers cover the main discussion points of the last two gameweeks, including the attractions of a concentrated portfolio – also known as ‘not being able to field a full team of players’.

Trust Talk with William MacLeod, managing director, commercial, Gravis

With the deadline to respond to the FCA’s CCI consultation approaching on 20 March, Gravis managing director William Macleod discusses how the Cost Disclosure campaign group will respond, and why he believes investment trusts should not fall under the new regime’s scope.