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Why Invest?

1
Why Invest?

Douglas Barnett, Waverton Investment Management

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In this podcast, Waverton Portfolio Manager Doug Barnett is joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of entrepreneurism, raising capital and management, this podcast aims to demystify the world of investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
 
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In this episode we are joined by classic value investing rockstar, Richard Oldfield. Richard started his career at Mercury Asset management and after a stint at a family office founded Oldfield Partners. We discuss why he was first drawn to investment management, the history of value investing and the future of active management. We talk about his …
 
In this episode we are joined by serial entrepreneur Jamie Gourlay. Jamie has spent most of his career in the art world and more recently has been focussed on the NFT market. He is the founder of Verse, a platform built for those buying and selling NFTs. We discuss what led him down this path, what the future holds for his business and the part NFT…
 
In this episode we are joined by Ed Hancock, the founder of cheesegeek, a subscription and gifting service for cheese lovers. In 2017, after a successful career in Fund Management, Ed followed his passion and applied his quant skills to bring cheese to fellow enthusiasts. We discuss the business proposition, operational integrity and why he is so o…
 
In this episode we are joined by Nidhi and Sahil Verma, founders of recipe box brand The Cookaway. Born from their love of cooking from scratch, The Cookaway offers a subscription-free opportunity for foodies to create authentic, global dishes at home. We discuss how they built the brand, the technology behind order fulfilment, raising capital and …
 
In this episode we are joined by writer and historian Dr Mary Wellesley. Mary is a medieval manuscripts scholar and teaches courses on medieval language and literature as part of the British Library’s adult learning programme. We discuss why she was attracted to this field, how we attribute value to manuscripts and Mary shares some of the stories s…
 
In this episode we are delighted to be joined by English artist and judge of the Waverton Art Prize 2022, Stuart Pearson Wright. We discuss how Stuart’s early life and time at The Slade School of Fine Art influenced both his work and work ethic and we try to establish the difference between creative and commercial value. The Waverton Art Prize was …
 
In this episode we are joined by Fred Lloyd George, co-founder of Hamilton George Care, a health business that focuses on live-in care across the UK. We discuss how and why he got into the care industry, what problem he is trying to solve and what the future holds for a company like his. For further information please visit www.waverton.co.uk or ww…
 
In this episode we are joined by Thomas Olivier and Ben Thomson, the co-founders on a mission to democratise the healthcare system. Their platform, Omnos aims to shift the focus of health and wellness from treating symptoms, to a more efficient holistic prevention model. We discuss the complicated problem they are trying to solve, what it takes to …
 
In this episode we are joined by pillar of the UK food scene, Thomasina Miers. MasterChef winner and graduate from Ballymaloe cookery school, Thomasina co-founded restaurant group Wahaca after falling in love with the flavours of Mexico after her travels there. In this episode we discuss sustainability in the kitchen, biodiverse ingredients and wha…
 
In this episode we are joined by Christopher Garsten, manager of the Waverton European Capital Growth Fund. We explore capital cycle investing and Chris identifies where he sees the opportunities in Europe today. We discuss how he got into fund management and key advice for those looking to pursue a career in this field. For further information ple…
 
Lauren Palmer on Her Family’s Journey with Childhood Cancer Lauren Palmer is a powerful person who has focused her incredible strength on raising four children and walking with one of them, Jennings, through two bouts with leukemia. She and her husband, Joel, have walked hand-in-hand through long and very challenging seasons together. Recently, Lau…
 
Episode 60 – Freddie Fforde: In this episode we are joined by Freddie Fforde, the Founder of Patch, a flexible work near home concept with grand ambitions for expansion. We discuss Freddie’s career including his time at Entrepreneur First, his vision for shared work and life spaces and the challenges of growing a company like his. For further infor…
 
In this episode Doug Barnett is joined by Gregor Angus, Co-Founder and CEO of True Royalty TV, an on-demand, subscription channel that focuses entirely on royal families. We discuss everything from the business model and how Gregor got into content creation, to raising capital and how he is using technology to disrupt archaic content distribution s…
 
In this episode Doug Barnett is joined by journalist and author Sarah Sands, former editor of The Sunday Telegraph, the London Evening Standard and Today on BBC Radio 4. We explore how social media is the 21st century equivalent of 18th century coffee houses and whether “who pays matters” in the world of journalism. Sarah also shares some brilliant…
 
In this episode we are joined by Chris Keenan and James Parsons, Founders of Unibeez, a platform designed to connect employers with talent from universities on a project-by-project basis. We discuss managing growth, building teams and raising capital. We question what it takes to create a coherent marketing message. For further information please v…
 
Dr. Rachel Smartt on the Brutiful Journey Dr. Rachel Smartt is a naturopathic doctor as well as a Presidential Marketing Director (75 Club) with The Juice Plus+ Company. Dr. Smartt’s journey is, as she describes it, “brutiful.” It has been both brutal and beautiful. As you listen to this conversation, you will be taking note after note. Dr. Smartt …
 
In this episode we are joined by Maurits Pot, the Founder of Dawn Global and manager of CUBS ETF which is focused on five historically difficult-to-access equity markets in Asia: Bangladesh, Indonesia, Pakistan, Philippines, and Vietnam. These markets transcend the emerging and frontier market space and he sets out his case as to why he believes th…
 
Stacey Whitmer on Looking Back and Looking Forward Stacey Whitmer is our first-ever returning guest and the perfect one to celebrate our 50th episode! In this conversation, Stacey talks about what we have walked through as a company over the last two years and shares a bit about what her family has walked through personally, as well. She also talks…
 
In this episode we are joined by Waverton’s Luke Hyde-Smith, Co-Head of Multi Asset Strategies and Lorenzo Marchioni, Head of Private Markets who set out the case of allocating to Private Markets. We begin by identifying the problem we are trying to solve by investing in the non-listed space and outline the historical context. We discuss investment…
 
Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Vashi Dominguez – https://www.linkedin.com/in/vashi-dominguez-6717731b/ In this episode we are joined by Vashi Dominguez, the Founder of Vashi, an ultra-bespoke jewellery brand. The business is growing at an impressive rate and after a recent funding round, will be expanding to th…
 
In this episode we are joined by entrepreneur Sukh Chamdal, the Co-Founder of egg-free cake company Cake Box. After 13 years of extraordinary growth, it is now an AIM listed, £80m market cap enterprise with over 180 shops in the UK. We discuss what it takes to run a franchise business, key attributes Sukh looks for in employees and how he’s built s…
 
In this bonus Christmas episode we are joined by special guest Rory Sutherland. He is the vice chairman of Ogilvy UK, columnist for The Spectator and author of Alchemy: The Surprising Power Of Ideas That Don't Make Sense. Using his expertise in behavioural science, we reflect on 2021 and shine a light on trends that have emerged in the world of inv…
 
Jennifer Saval on the Choices That Make Us Rich Jennifer Saval is a 75 Club Presidential Marketing Director with The Juice Plus+ Company. Jennifer has been awarded three Elton awards, including: 12 Club Rookie of the Year, 24 Club Member of the Year, and 39 Club Member of the Year. In this episode, Jennifer talks to us about the power of choices an…
 
Symon Stickney is the Founder and Group CEO of Collidr, a multipurpose platform that aims to enhance investment decisions by addressing human biases. We discuss Symon’s career to date and why he believes this technology, most commonly used by big institutions and hedge funds, can also work for retail clients. For further information please visit ww…
 
Will Greenwood, best known for being part of the 2003 Rugby World Cup-winning team, and Ben Fennell, former CEO of creative agency BBH have written a book examining what gives the world’s best leaders the edge. In this episode, we discuss why they wrote the book, published in 2021, as well as the dynamics of leadership, how to give good feedback, a…
 
Victoria Van Duzee on Not Just Letting Life Happen to You Victoria Van Duzee is the youngest National Marketing Director in the USA. In this episode, Victoria shares her incredible story of how God led her to knock on her neighbor’s door and that led to a life she never imagined she’d be living. Victoria’s story is about someone who does not just l…
 
Toni Branner on Being the Crazy Plant Lady Toni Branner is a Presidential Marketing Director with The Juice Plus+ Company. Toni has held a number of other distinguished roles during her 40-year career as “The Crazy Plant Lady.” These include former professor in the UNC-Chapel Hill Department of Physical Education, Exercise and Sports Science, as we…
 
Celia Pool is the Co-Founder of DAME, a period product start up that produces sustainable tampons and reusable pads and applicators. In this episode we discuss how and why she started the business and what it takes to be a B Corp. We examine the challenges the industry faces and her mission to change things. For further information please visit www…
 
Michelle Barnett on Becoming More Than You Can Imagine Michelle Barnett is a 39 Club Executive Marketing Director with The Juice Plus+ Company. She and her team have been nominated for 12 Club, 24 Club, and 39 Club Member of the Year awards. In this episode, Michelle tells her story about taking leaps of faith. If you listen to nothing else (and yo…
 
Nick Browne and Ed Clayton are the Co-Founders of Devyce, an app-based platform that lets you get a business phone number (mobile or landline) that can be used globally, without a second phone or SIM card. We discuss why they started the company, the problem they set out to solve and trials and tribulations associated with raising capital. For furt…
 
Kim Douglas on Triumphing Over Our Triggers Kim Douglas is a National Marketing Director with The Juice Plus+ Company. She is also a wife, a mom of four, a grandmother of four, a former university professor, and the founder and CEO of Write to Unite (www.write2unite.org). In this conversation, Kim talks to us about the higher and lower mindsets. We…
 
This is the second instalment of a two-part episode with Dominic Scriven OBE. We continue our conversation on environmental, social and governance factors (ESG) and discuss stakeholder versus shareholder capitalism. For further information please visit www.waverton.co.uk and www.dragoncapital.com. LinkedIn Doug Barnett – https://www.linkedin.com/in…
 
Dominic Scriven OBE is the Founder and Chairman of Dragon Capital, an investment manager based in Vietnam. In this episode we delve into the interpretation of environmental, social and governance factors (ESG) and how they feed into the investment process. We discuss whether they are implicit, or explicit, central or ‘add-ons’ and we consider where…
 
Jamie Herb on the Superpower of Being Coachable Jamie Herb is a new National Marketing Director with The Juice Plus+ Company. She is also a wife and a mother of four. Jamie’s journey is a great example of the power of being coachable. People do not typically think of the skills of listening, following, and trusting as attributes of a superhero, but…
 
Beverly Grandison on God Works All Things Together for Good Beverly Grandison has been a partner with The Juice Plus+ Company for 16 years. She is a National Marketing Director and a winner of a 12 Club Rookie of the Year Elton Award. Prior to becoming a partner with JP+, Beverly served in the United States Army. Beverly has her master’s in profess…
 
Oliver Shurville is the Founder of Tentbox, a revolutionary roof tent company that allows you to turn a car of any size into a mini campervan. In this episode we discuss how and why he founded the company, business operations, developing the brand and his grand plans for expansion should he secure financing. For further information please visit www…
 
Sharon Hilgen on Expanding Your Network Sharon Hilgen has been a partner with The Juice Plus+ Company for 22 years. She is a Presidential Marketing Director who has personally mentored four team members to National Marketing Director and beyond. In this episode, Sharon talks about the importance of expanding our networks. She offers specific strate…
 
Kam Dehdashti is the Co-Founder of The Little Door & Co, a bar and restaurant group with all venues styled around a fictional flat share. In this episode we discuss his career and what led him to launch The Little Door concept. We cover his fundraising journey, building the brand’s identity and the challenges he has faced during lockdown. For furth…
 
Alice Wang is the manager of the Quaero Capital Bamboo and China funds. In this episode we discuss Alice’s investment philosophy and how she thinks about investment themes and valuation in the country, outlining the common misconceptions about investing in China. Alice draws a distinction between product value and user value for some of the major t…
 
Special Episode: Crossfitters on Juice Plus+ In this special episode, Billy interviews seven Crossfit coaches and athletes who have made Juice Plus+ a key component of their nutrition regimen. If you or someone you know is into Crossfit, this is a great conversation to learn how nutrition and JP+ can improve performance. You will also learn how the…
 
Simon Rogerson is an entrepreneurial heavyweight who launched his first business, Octopus Investments when he was just 24 years old. Since then he has expanded the Octopus offering to real estate, venture capital, green energy, wealth management and money coaching. We discuss how he started his career, the purpose and values of his businesses and h…
 
Sophie Breitmeyer is the founder of an independent family jeweller based in Notting Hill bearing her own name, Sophie Breitmeyer. In this episode, we discuss how Sophie discovered her passion for jewellery design, how she sources materials and what makes her proposition different to her competitors. We also explore the ways in which Sophie works wi…
 
Charlotte Yonge is the Fund Manager of the Trojan Ethical Fund and Founder of GAIN ‘Girls Are Investors’, a charity set up to promote and inspire girls to pursue a career in investment. In this episode we cover a wide range of topics, from ethical investing and building a strong investment team to how GAIN has provided women with a network of peers…
 
Lisa Conway-Hughes is a chartered independent financial adviser dedicated to financial education and in particular, helping women to become money savvy. She is the founder of misslolly.com and co-host of the Ladies Finance Club podcast. In this episode we discuss Lisa’s career and touch on topics such as the gender pay gap, life after Covid and how…
 
James Mee is a Fund Manager and Asset Allocation Committee member at Waverton. In this episode, he joins Doug to discuss the benefits of multi-asset investing, his views on geopolitics as well as his current fund positioning. They also discuss the battle between structural and cyclical forces in the the recent pick-up of inflation. LinkedIn: Doug B…
 
Jamie Kuenzie on Learning Confidence In this episode, Jamie shares how a borderline introvert, Enneagram 9 became the youngest 100 Club in the history of The JP+ Company. As Jamie shares, it is all about learning confidence. She believes that we can position ourselves to be our best by doing our homework. This does not mean becoming an expert of ev…
 
Olly Thornton-Berry is the Co-Founder of Thirdfort, an automated ID verification system set to disrupt the manual processes used for property purchases. We discuss his vision, how he got the business off the ground and his plans for future growth. We touch on the businesses that inspire him, how he secured investment and tips for budding entreprene…
 
Peter Roberts is a serial entrepreneur who famously founded the low-cost gym disruptor, PureGym. In this episode Peter shares his experience of building teams, raising capital and ultimately creating businesses from scratch. We also cover his recent work mentoring entrepreneurs, touching on learning opportunities for new founders and advice for tho…
 
William de Gale is the founder of Blue Box Asset Management and lead manager of the Blue Box Global Technology Fund. In this episode, William defines the opportunity in the global technology sector. We discuss the industry dynamics, disruptive themes and how he approaches picking stocks in the sector. For further information on any of the topics di…
 
Michala Petersen on the Nudge of the Dove In this episode, Michala tells us about her 17-month journey to National Marketing Director and the years since. Sharing story after story, Michala has learned through experience that God’s vision for us is bigger than any vision we have for ourselves. But we only get to live that vision if we are listening…
 
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