Podcasts

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.

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’.

‘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?

The BotNAV co-managers turn to their first ever guest from the world of bonds for a fresh perspective on how to address their recent slump.

The BotNAV co-managers reflect on whether buying Haaland in the Boxing Day sales crosses a line beyond ‘contrarian’.

After a third straight week of distinctly sub-par performance, the BotNAV co-managers seek some tips from their guest – and Back of the Network mini-league high-flier – Kate Townsend of Iboss.

In the second of a series of three podcasts with CCLA Investment Management, Charlotte Ryland and Joe Hawkes, portfolio managers of the CCLA Better World Global Equity fund, discuss their exposure to financials and how they fit into a quality portfolio.

The BotNAV co-managers talk through the immediate returns garnered by their recent wild card, sorry, ‘portfolio rebalance’.

The BotNAV co-managers look beyond combined mediocrity (and individual success) to the shiny new beginnings that only a wild card can promise.