Best Paul Gams Podcasts (2024)

1
Dan Davidowitz (Polen Capital) - Compounding Made Simple 47:12

2M ago47:12

47:12

Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years. Show notes: [01:16] Dan discusses how he pivoted from public health to investing [02:56] Thou…

1
Robbie Robertson (Personal Assets Trust) - Trust Matters 41:46

4M ago41:46

41:46

In this episode we speak to Robbie Robertson. Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment trust industry. We discuss the evolution of the investment trust industry, the advantages of a closed-end structure and the role Personal Assets Trust can play in a portfolio. Show notes: [01:28] A differ…

1
Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software 41:39

5M ago41:39

41:39

In this episode we speak to Jim Strang, Chairman of HGCapital Trust. The Trust has an outstanding track record investing in business-to-business software companies. We discuss the evolution in private markets over Jim’s career, the benefits of specialisation and the reasons behind Hg Capital’s success. Show notes: [01:15] Jim discusses his early ca…

1
Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies 47:53

8M ago47:53

47:53

Stuart Widdowson founded Odyssean Capital, is co-manager of the Odyssean Investment Trust, and has a wealth of experience investing in UK-listed smaller companies. We discuss the lessons Stuart has applied to public equity investing from his days in private equity, the rewards derived from investing in good quality companies that can be improved, a…

1
Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders 40:48

10M ago40:48

40:48

In this episode we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. We discuss the entrepreneurial energy within these companies, why they are able to reinvest capital at attractive rates for a lon…

1
Kiril Sokoloff (13D Research) - An Insidious Environment 43:44

12M ago43:44

43:44

Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a number of major paradigm shifts over the last 40 years. We discuss Kiril’s career, why the current investment backdrop is so challenging and how the geopolitical landscape is evolving. Show notes: [01:23] Kiril talks about the star…

1
Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities 39:24

1y ago39:24

39:24

Prashant Khemka has a strong track record managing capital in India and global emerging markets. He established Goldman Sachs Asset Management’s India franchise in 2006, was lead portfolio manager of Goldman’s India Equity and Global Emerging Market Equity strategies, and in 2017 founded White Oak Capital Management, where he has continued to deliv…

1
Paul Major (Bellevue) - Innovations To Fix a Broken System 46:45

1y ago46:45

46:45

Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discuss how healthcare has evolved, why existing healthcare systems are fundamentally challenged, and the approach Paul takes to investing in the industry as a result. Show notes: [01:15] Paul discusses how he got into finance [03:15] B…

1
Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income 31:31

1+ y ago31:31

31:31

Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We discuss the changing investment environment, why it could be good for high-quality, dividend-paying companies, and where Blake is finding value in the UK market today. Show notes: [1:16] Being deliberate and patient during tough times [3:30] Equity…

1
Swetha Ramachandran (GAM) - Luxury's Broadening Appeal 44:51

1+ y ago44:51

44:51

Swetha Ramachandran manages GAM's luxury brand strategy and knows the luxury industry inside out. We discuss Swetha's definition of luxury, the pre-eminence of European brands, the rise of China and how the industry is evolving. [01:05] Swetha discusses her early career [03:01] Luxury is changing and widening [06:13] Defining luxury [07:53] Sizing …

1
Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out 45:31

1+ y ago45:31

45:31

Ben Rogoff is co-head of Polar Capital's Global Technology team. Having joined the industry just before the technology bubble of the late 1990's and early 2000's, Ben has a wealth of experience navigating different market cycles. We discuss the environment today, the similarities and differences with the TMT bubble and what it takes to be a success…

1
Gerard Minack (Minack Advisors) - The End of Secular Stagnation 41:32

1+ y ago41:32

41:32

Gerard Minack has a wealth of experience as a macro strategist and founded Minack Advisors in 2013. Gerard has been particularly prescient over the last 18 months, highlighting the probability of rising inflation and higher interest rates well before many others. We discuss how the pandemic changed Gerard's macro views, why he believes secular stag…

1
Andrew Brenton (Turtle Creek) - A Different Kind Of Value Investing 40:23

2y ago40:23

40:23

Andrew Brenton co-founded Turtle Creek, a Toronto-based asset manager, in the late 1990s. Since its inception, Turtle Creek has delivered outstanding returns by investing in mid-sized companies in the US and Canada. We discuss Andrew's formative experiences and evolution from private to public market investor, as well as the team's focus on unique …

1
Richard de Lisle (De Lisle Partners) - The Greatest Game 34:37

2y ago34:37

34:37

Richard de Lisle, founder of De Lisle Partners, has significantly outperformed US equity markets over the last 27 years by investing in US small-cap value stocks. We discuss what value investing means to Richard, his focus on themes and the advantages of taking a sociological perspective. We also explore the current environment, Richard’s investmen…

1
Katie Potts (Herald Investment Management) - An Evangelist For Smaller Companies 34:45

2y ago34:45

34:45

Katie Potts founded Herald Investment Management and has managed the Herald Investment Trust since 1994, generating strong returns by investing in smaller companies across the telecom, multimedia and technology sectors. We discuss Katie's evolution as an investor, the differences between the UK and US markets, and the importance of being a patient …

1
Charlotte Yonge (Troy) - Keeping It Real 45:48

2y ago45:48

45:48

Charlotte Yonge manages the Trojan Ethical Fund and is assistant fund manager of the Trojan Fund and Personal Assets Trust. We discuss the risks of higher inflation and ways to preserve and grow the real value of investors' capital. We also explore ESG in a multi-asset context, and why Charlotte co-founded Girls Are INvestors (GAIN). Show notes: [0…

1
Nick Train (Lindsell Train) - The Patient Optimist 44:01

2+ y ago44:01

44:01

Nick Train founded Lindsell Train, alongside Michael Lindsell, in 2000 and has generated outstanding returns by investing in a concentrated portfolio of exceptional companies. In a rich and varied discussion, Nick talks about the power of optimism, the rewards of being patient, and the value of semi-eternal brands in a rapidly changing world. Show …

1
Ashish Swarup (Aikya) - Soul In The Game 44:04

2+ y ago44:04

44:04

Ashish Swarup is an experienced emerging market investor and the founder of Aikya, a boutique focused on high-quality and durable companies managed by competent and trustworthy people. Ashish discusses some of the pitfalls of investing in emerging markets and why aligning oneself with trusted stewards, who have 'soul in the game', is a winning stra…

1
James Harries (Troy) - Exercising Discipline For Global Dividend Growth 44:04

2+ y ago44:04

44:04

James Harries has a wealth of experience as a global income investor and manages the Trojan Global Income Fund and Securities Trust of Scotland. James talks about his journey from Royal Military Academy Sandhurst to a career in investing, how he has evolved as an investor and why income investing remains highly relevant in today's world. Show notes…

1
Sanjay Ayer (WCM) - Think Different, Get Better 47:06

2+ y ago47:06

47:06

Sanjay Ayer is a portfolio manager at WCM Investment Management, a California-based asset manager investing in good quality companies with strong cultures and improving competitive moats. Sanjay talks about his evolution as an investor, how a good culture can reinforce a company's competitive advantage, and why it is so important for investors to l…

1
Brinton Johns (NZS Capital) - Adapting To A Complex World 46:03

2+ y ago46:03

46:03

Brinton Johns is a co-founder of NZS Capital, a US-based investment boutique applying lessons from nature to invest in companies with the capacity to thrive in a complex adaptive world. As the future is inherently unpredictable, Brinton and his colleagues believe it is best to focus on adaptable and innovative businesses that create more value than…

1
Gabrielle Boyle (Troy) - An Outsider's Advantage 37:15

2+ y ago37:15

37:15

In this episode of Far From The Finishing Post we speak to Gabrielle Boyle. Gabrielle heads up Troy's investment research and manages the Trojan Global Equity Fund and Electric & General Investment Fund. Gabrielle discusses her evolution as an investor and how being an outsider has helped her recognise and adapt to change to deliver strong compound…

1
Gary Channon (Phoenix Asset Management) - Experiments In Value Investing 47:28

3y ago47:28

47:28

In this episode of Far From The Finishing Post we speak to Gary Channon. Gary founded Phoenix Asset Management in 1998 and is one of the UK's leading value investors. Gary discusses his early career as an investor and the development of Phoenix’s distinct investment philosophy and approach. He emphasises the importance of instilling a culture of co…

1
Nick Martin (Polar Capital) - Insuring A Richer Future 43:40

3y ago43:40

43:40

In this episode of Far From The Finishing Post we speak to Nick Martin. Nick manages Polar Capital's Global Insurance strategy and has been investing in the insurance industry for 20 years. Nick does a great job of demystifying a complex industry and explaining why the best property & casualty insurers are strong and durable compounding machines. S…

1
Anthony Kingsley (Findlay Park) - Compounding With Purpose 42:18

3y ago42:18

42:18

In this episode of Far From The Finishing Post we speak to Anthony Kingsley. Anthony is Chief Investment Officer at Findlay Park and has a wealth of experience investing in the US. Anthony discusses a range of topics; his career as an investor, Findlay Park's evolved approach of investing in higher quality businesses, and an investment philosophy t…

1
Peter Singlehurst (Baillie Gifford) - Structural Advantage In Private Markets 45:12

3y ago45:12

45:12

In this episode of Far From The Finishing Post we speak to Peter Singlehurst. Peter heads up Baillie Gifford's private companies team and manages the Schiehallion Fund, which invests in private businesses such as Stripe and Space X. Peter discusses Baillie Gifford's development investing in private companies and how a long-term and supportive appro…

1
Blake Hutchins - Playing To Your Strengths For Sustainable Income Growth 41:03

3y ago41:03

41:03

In this episode of Far From The Finishing Post we speak to Blake Hutchins, co-portfolio manager of the Trojan Income Fund. Blake discusses his upbringing in a family of professional tennis players, drawing analogies between sport and investing, before diving deeper into his investment philosophy of owning good quality businesses that can sustain an…

1
Sebastian Lyon - Absolute Returns From A Plain Canvas 45:54

3+ y ago45:54

45:54

In the inaugural episode of Far From The Finishing Post we speak to Sebastian Lyon, founder and chief investment officer of Troy Asset Management. In our conversation, we discuss the formative experiences Sebastian had when he first joined the industry, the founding of Troy Asset Management and how his investment philosophy and approach has evolved…

Podcasts Worth a Listen

Paul Gams Podcasts

Podcasts Worth a Listen

1
Far From The Finishing Post

Troy Asset Management

1
Dan Davidowitz (Polen Capital) - Compounding Made Simple 47:12

1
Robbie Robertson (Personal Assets Trust) - Trust Matters 41:46

1
Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software 41:39

1
Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies 47:53

1
Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders 40:48

1
Kiril Sokoloff (13D Research) - An Insidious Environment 43:44

1
Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities 39:24

1
Paul Major (Bellevue) - Innovations To Fix a Broken System 46:45

1
Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income 31:31

1
Swetha Ramachandran (GAM) - Luxury's Broadening Appeal 44:51

1
Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out 45:31

1
Gerard Minack (Minack Advisors) - The End of Secular Stagnation 41:32

1
Andrew Brenton (Turtle Creek) - A Different Kind Of Value Investing 40:23

1
Richard de Lisle (De Lisle Partners) - The Greatest Game 34:37

1
Katie Potts (Herald Investment Management) - An Evangelist For Smaller Companies 34:45

1
Charlotte Yonge (Troy) - Keeping It Real 45:48

1
Nick Train (Lindsell Train) - The Patient Optimist 44:01

1
Ashish Swarup (Aikya) - Soul In The Game 44:04

1
James Harries (Troy) - Exercising Discipline For Global Dividend Growth 44:04

1
Sanjay Ayer (WCM) - Think Different, Get Better 47:06

1
Brinton Johns (NZS Capital) - Adapting To A Complex World 46:03

1
Gabrielle Boyle (Troy) - An Outsider's Advantage 37:15

1
Gary Channon (Phoenix Asset Management) - Experiments In Value Investing 47:28

1
Nick Martin (Polar Capital) - Insuring A Richer Future 43:40

1
Anthony Kingsley (Findlay Park) - Compounding With Purpose 42:18

1
Peter Singlehurst (Baillie Gifford) - Structural Advantage In Private Markets 45:12

1
Blake Hutchins - Playing To Your Strengths For Sustainable Income Growth 41:03

1
Sebastian Lyon - Absolute Returns From A Plain Canvas 45:54

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