Capital Employed FM

For this episode we had the pleasure of being joined by Christopher Godfrey, Founder and Portfolio Manager of Headwaters Capital Management.

For this episode we had the pleasure of being joined by Dominic Wells, Founder and CEO of Onfolio Holdings Inc. $ONFO

For this episode we had the pleasure of being joined by Adam Rackley from Cape Wrath Capital. Adam is a traditional value investor who seeks opportunities where other investors have over-reacted to events and valuations no longer reflect fundamentals.

For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.

For this episode we had the pleasure of being joined by John Kingham, a private investor and author based in the UK.

For this episode we had the pleasure of being joined by Harry Walsh, who is the Investment Director at Tyndall Investment Management, based in London.

For this episode we had the pleasure of welcoming back to the show Theron de Ris, who is the founder and manager of Eschler Asset Management, based in London.

For this episode we had the pleasure of welcoming back to the show Richard Simmons, who is the founder and manager of Derby Street Managers, based in London. Derby Street Managers is a long-only, value-oriented fund managing UK Equities and European Equities strategies.

For this episode we have the pleasure of being joined by Chris, who also goes by the name of Zippy Capital. Chris is a private investor/writer, and likes to delve into the smaller end of the market cap spectrum.

For this episode we had the pleasure of being joined by Avi Fisher, Founder and Manager of Long Cast Advisors.

For this episode we had the pleasure of being joined by Andy Brown, Manager of Aberdeen International Small Cap Fund.

For this episode we had the pleasure of being joined by Peter Johns, Founder/Manager of Westferry Investment Group based in Brisbane, Australia. Peter operates a single investment strategy with a bias toward small and micro-cap companies.

For this episode we welcome back to the podcast Mark Tobin, founder of Coffee Microcaps.

For this episode we had the pleasure of being joined by Tim Delaney, Co-Founder of Immersion Investments.

For this episode we have the pleasure of being joined by Robert Mulcahy, a private microcap investor. Robert runs a concentrated portfolio focused on finding under-the-radar US microcaps that he believes can become multi-baggers over time.

For this episode we have the pleasure of being joined by Aaron Edelheit from the Mindset Cannabis Value Fund. Aaron recently wrote the Cannabis Manifesto, which does a great job of laying out why the cannabis industry in North America is a such a compelling investment opportunity.

For this episode we had the pleasure of being joined by David Collins, founder of Howay Investments and fund manager of the Howay Equity Fund. In this episode David talks about his investing style, how he generates ideas, and two companies he's bullish on for the long run.

For this episode we had the pleasure of being joined by Eric Burns, Chief Analyst of both the UK Buffettology and Free Spirit Fund. Eric talks Business Perspective Investing. We also discuss Porter's Five Forces Analysis, and listen to his thesis for investing in two stocks he's bullish on for the long term.

For this episode we were joined by David Ridland of Castlebay Investment Partners. David likes to invest in companies with strong cashflows, high operating margins, and high returns on invested capital.

For this episode we had the pleasure of being joined by the guys behind the Partnership Investing Newsletter. In this episode they talks us through the characteristics they seek in a business, and how they find these companies, and their thesis for investing in 2 small caps they think have lots of growth potential.

For this episode we had the pleasure of being joined by Dan Schum, who is a private investor and writer of the popular No Name Stocks blog. Dan seeks to invest in micro and nano cap stocks that have little research and under-followed, but have the potential of becoming multi-baggers.

For this episode we were joined by Peter Rabover, who is the founder and portfolio manager of Artko Capital. Peter likes to focus on small/microcap companies and special situations, within a concentrated portfolio.

For this episode we were joined by Jeremy McKeown from Dowgate Wealth. In this episode Jeremy provides a superb breakdown of two quality AIM listed small caps that he thinks have great growth prospects.

For this episode we were joined by David Cornell, the Managing Director and Chief Investment Office of India Capital Growth Fund. The trust is listed on the London Stock Exchange with the ticker IGC, and has compounded at an average of 14.8% over the past 10 years.

For this episode we had the pleasure of being joined by Tony Capeloto. Tony is the founder, and investment manager, of Foster Point Capital, an investment firm based in Seattle.

For this episode we have the pleasure of being joined by Mark Simpson, who is a private investor, market commentator, and author of the popular book Excellent Investing: How to Build a Winning Portfolio.

This week we had the pleasure of being joined by Alex Morris, who is the author of The Science of Hitting investment research service. Alex spends his days searching for high-quality businesses that are misunderstood or underappreciated, providing the opportunity for better than average returns over the long run.

This week we are joined by Siddharth Singhai, CIO and Co- founder of Ironhold Capital who are based in Manhattan, NY. In this episode Siddharth discusses his process for finding high quality companies, and two stocks he's bullish on.

This week we had the pleasure of being joined by Alex Game and Fraser Mackersie, managers of the Unicorn UK Growth Fund. They have achieved fantastic returns by investing in some of the best growth businesses listed in London.

Joining us in conversation for this episode was Marcus Frampton, who is the CIO of the Alaska Permanent Fund. Marcus is also the author of The Micro Cap Letter and OTC Stock Letter, a monthly newsletter which strives to uncover value in the underfollowed corners of the North American markets.

Joining us in conversation for this episode was Maynard Paton. Maynard has been investing in shares for over 25 years and is a full-time investor, researcher and blogger. He is a well known, and respected investor, within the UK small cap sphere.

Joining us in conversation for this episode was Benj Gallander from the popular Contra The Heard newsletter. Benj is widely considered to be Canada’s top authority on contrarian investing. His 20-year annualized return is just over 18%.

Joining us in conversation for this episode was Gary Mishuris from Silver Ring Value Partners. In this episode Gary talks about two stocks he is bullish on for the long term - one large cap listed in the US, and one small cap listed in Canada.

For this episode we welcome back to the podcast the 21st century 'Yorkshire' version of Ben Graham. Yes that's right... David J Flood, private investor and writer of the Elementary Value blog. In this episode David delves into his latest investment - a nano-cap stock which is trading significantly below it's net asset value.

Joining us in conversation for this episode was Richard de Lisle from De Lisle Partners, a US small cap specialist. In this episode Richard talks about his investment style, and covers two stocks in the portfolio that he is bullish on for the long term.

Joining us in conversation for this episode was Jonah Lupton. Jonah invests in disruptive and innovative high-growth companies with market caps under $10 billion.

Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital. Shree currently has just 11 stocks in his portfolio. He walks us through his thesis for investing in two of those companies.

Joining us in conversation for this episode was Michael Crawford from Chawton Global Investors. Michael walks us through his thesis for investing in two companies which he thinks can keep on compounding away for many years to come.

Joining us in conversation for this episode was Michael Fritzel, also known as Fritz, from Asian Century Stocks.

Joining us in this episode was Barry Norris from Argonaut Capital. Barry founded Argonaut in 2005, and manages the VT Argonaut Absolute Return Fund using his “earnings surprise” investment process.

Joining us in this episode was Adam Wilk from Greystone Capital Management. Adam takes concentrated positions in small companies that are generally under-followed and misunderstood.

Joining us for this episode was Gary Moglione, Fund Manager of Momentum Multi-Asset Value Trust Plc.

Joining us for this episode was Mark Walker from Tollymore Investment Partners. Mark manages a concentrated portfolio of only 12-15 positions.

Joining us for this episode is Steve Clapham from Behind The Balance Sheet.

Joining us for this episode was Theron de Ris, Founder and Managing Partner of Eschler Asset Management.

Joining us for this episode was Ben Claremon from Cove Street Capital. In this episode Ben gives a breakdown of his investment process, and his thesis for investing in two tech stocks.

Joining us for this episode was Evan Bleker from Net Net Hunter. Evan is a huge advocate of deep value investing, and searches the world for the best net net investing opportunities.

Joining us in conversation for this episode is Neil Cataldi from Blueprint Capital. Neil runs a concentrated microcap growth strategy which has produced excellent returns.

Joining us in conversation for this episode is Keith Smith from Bonheoffer Capital Management. The Bonhoeffer Fund believes in independent thinking and always questions the popular perception.

Joining us in conversation for this episode is Keld van Schreven co-founder of KR1 Plc. They invest in early stage blockchain and decentralised financial projects.

Joining us in conversation for this episode was Alasdair McKinnon, manager of The Scottish Investment Trust. Alasdair talks about the trusts contrarian investment philosophy, as well as his thesis for investing in two companies within the portfolio.

For this episode we had the pleasure of talking with Dave Waters from Alluvial Capital Management. David invests in companies around the world that go under the radar of most professional investors.

For this episode we talk to Steven Kiel from Arquitos Capital. Arquitos is an unconventional hedge-fund who invest in a small number of unique companies. In this episode Steven talks about 3 companies he is currently invested in.

For this episode we talk to David J. Flood, a private investor whose focus is on investing in unloved nano-caps. He runs the popular elementaryvalue.com blog, and is co-editor of Svenda’s Manual.

For this episode we talk to Richard Simmons from Derby Street Managers. Richard gives a breakdown of two companies he feels have great long term potential - Naked Wines and Robert Walters.

For this episode we talk with Chris Boxall from Fundamental Asset Management, and Investors Champion. Chris specialises in investing in small high quality companies listed on London's AIM stock exchange.

For this episode I had the pleasure of talking with Mark Tobin. Mark is the founder of Coffee Microcaps, a media events company and subscription newsletter, focused on quality Australian microcaps.

In this episode we talk with Craig Martin, investment manager of Vietnam Holdings [LON:VNH]. Vietnam Holdings is a closed-end investment fund listed on the London Stock Exchange. Craig talks about the opportunity Vietnam presents, his own experiences of the country, as well as diving deeper into the stocks held within the fund.

In this episode we talk with Pratyush Rastogi from Farrer Wealth Advisors based in Singapore. Pratyush gives an overview of his investment service and philosophy. He also talks about two fast growing stocks he thinks have great long term potential.

An introduction to the Capital Employed Podcast.