Back of the NAV Season2: Episode 18
With the decision to play two chips in two weeks paying off, the BotNAV co-managers begin to dream of a first-quartile finish.
PA Plus
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View from the top: Kiran Nandra, Jupiter Asset Management
Jupiter Asset Management’s head of equities Kiran Nandra on how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients.
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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.
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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.
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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.
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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’.
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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.
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Back of the NAV Season 2: Episode 15
‘Back to Pickford’ has been doing far too well in recent weeks so what else could the BotNAV co-managers do but invite manager Craig Allen from Julius Baer on to the pod as a guest?
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Back of the NAV Season 2: Episode 14
Reflecting on some improved performance, the BotNAV co-managers conclude the assistant manager chip maybe wasn’t so bad after all.
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Trust Talk with Richard Stone, CEO, AIC
In the first episode of this new series, the AIC’s Richard Stone discusses shareholder engagement and whether there are any lessons to be learned from shareholder activism in the investment trust sector.
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Green Dream with Olly Hughes of Gresham House
Gresham House’s director of forestry, Olly Hughes, offers an update on the International Sustainable Forestry Coalition, discusses the EU Deforestation Regulation and considers how COP30 being hosted in Brazil could be the catalyst for high-level discussions on finding the balance between timber production and nature restoration.
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CCLA podcast episode 3: Consumer choice with Charlotte Ryland and Joe Hawkes
In the final podcast of the series with CCLA Investment Management, Charlotte Ryland and Joe Hawkes, portfolio managers of the CCLA Better World Global Equity fund, discuss their exposure to the consumer sector.