Back of the net asset value – ep 18
The BotNAV co-managers attempt to justify their new-look team and preview the world’s longest ‘gameweek’.
Back of the net asset value – ep 17
Adam Lewis and Julian Marr take stock of the team’s performance over the Christmas period, which included the use of their first wildcard.
Back of the net asset value – ep 16
Adam Lewis and Julian Marr look back at an eventful gameweek 17 and start making plans for a hectic festive period for the team.
Back of the net asset value – ep 15
Adam Lewis and Julian Marr conduct a quarterly review of the team’s performance and ready themselves for a painful transfer in gameweek 17.
Back of the net asset value – ep 14
Adam Lewis and Julian Marr reflect on the team’s recent performance in gameweek 13 and muse making no changes in what they hope could be a more fruitful week ahead.
Back of the net asset value – ep 13
Adam Lewis and Julian Marr welcome AJ Bell’s Ryan Hughes as their guest – and, after a deeply unrewarding captaincy choice last time out, all three accept they really do have to talk about Bruno.
Back of the net asset value – ep 12
Adam Lewis and Julian Marr reflect on a bizarre weekend when almost none of the game’s big guns fired; and seek advice on managing their ‘portfolio’ from Fidelity International’s Marcel Stotzel.
Back of the net asset value – ep 11
In this latest episode of their Back of the NAV podcast, Adam Lewis and Julian Marr are faced with a reality check to the team’s recent run of good performance.
Back of the net asset value – ep 10
In this latest episode of their Back of the NAV podcast, Adam Lewis and Julian Marr bask in the warm glow of a rare week of significant outperformance.
Back of the net asset value – ep 9
In the latest Back of the NAV podcast, Adam Lewis and Julian Marr take advantage of the international break to conduct a ‘portfolio review’, with expert assistance from Darius McDermott.
Back of the net asset value – ep 8
In the latest episode, hosts Adam Lewis and Julian Marr are joined by Francois de Bruin, co manager of the Aviva Global Equity Endurance fund, who draws parallels between balancing risk and reward.