A Different Perspective

This week Nick talks to Isobel Stirling, Founder of Inner Friend, a holistic health, wellbeing and spirituality company.

Isobel is a successful corporate fashion and media executive and entrepreneur who worked in publishing prior to founding her own company. She worked with Anna Wintour at Conde Nast in a high-performing and competitive environment and learnt the skills of brand building and storytelling from the best in the business.

Isobel and Nick discuss Isobel’s background and career, living in twenty year sprints, launching vogue.com, content creation in an increasingly competitive space, and building Farfetch for IPO.

Isobel's book choice was Becoming Supernatural by Dr Joe Dispenza

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This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Jason Tebb, CEO of OnTheMarket.

Jason has a wealth of experience in property having previously been Group COO of Ultimate Holdings, Founder of Ivy Gate (an estate and letting agency backed by former Dragon, James Caan) and as Regional Managing Director at LSL Property Services PLC. He was also an area director at Chestertons, and held various positions at Foxtons.

Jason and Nick discuss Jason’s background and career, joining OnTheMarket and the focus for the business, and opportunities for the future in the sector. 

Jason's book choice was The 7  Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen R. Covey

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This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Ken Wotton, Managing Director, Public Equity at Gresham House.

A renowned investor, Ken trained as an accountant and worked as an equities analyst before running client money. Ken now heads up the Gresham House Public Equity Team that manages c. £1bn. of assets across three open-ended funds.

Ken and Nick discuss Ken’s background and career, his investment strategy at Gresham House, the importance on focusing on company fundamentals instead of sentiment and opportunities for the future.

Ken's book choices were The Big Short by Michael Lewis and Hillbilly Elegy by J. D. Vance 

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Jasmine Skee, CEO of Guild Esports. Jasmine has had a distinguished career, working in music marketing and sponsorship. She was responsible for masterminding the rebranding of 15 UK music venues, including the O2 Arena. She also launched the O2 Academy TV YouTube channel, creating bespoke content with artists such as Kasabian.

Jasmine and Nick discuss Jasmine's background and career, the approach that Guild Esports is taking, her view on the future of the sector and her vision for Guild Esports.

Jasmine's book choice was Daring Greatly by Brene Brown. 

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Mark Costar, Senior Fund Manager at JO Hambro.

Mark, along with his colleague Vishal Bhatia run the JO Hambro UK Growth Fund. Mark and Vishal aim to identify mispriced or undiscovered growth stocks with a smaller company bias, the fund also contains stocks which have a high margin of safety but significant upside potential.

Mark and Nick discuss what first interested Mark in the markets and his early career, how Mark identifies mispriced or undiscovered growth stocks and growth opportunities in the UK market in 2023.

Mark recommends: The 48 Laws of Power by Robert Greene,  The Avoidable War by Kevin Rudd, Entangled Life by Merlin Sheldrake and
The Sea Is Not Made of Water Life Between the Tides by Adam Nicolson

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Hugh, on this birthday, made a very timely surprise, in person, appearance yesterday to talk with Nick about the financial woes of the last week.  The discussion includes the Federal Reserve's expected response to the liquidity crisis, the imminent downfall of venture capitalists, private equity and commercial real estate, inflation, interest rates and what Hugh's been trading and what he's looking to buy.  There is also mention of a Jimi Hendrix playing rock goddess and time spent with Brad Pitt's healer in LA.  HAPPY BIRTHDAY HUGH!

For the show notes visit our web page 

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Ian is one of the Founders of Equals Group and previously held a number of senior banking roles, including at Morgan Stanley, where he worked from 1985 to 1992. Following this, Ian moved to UBS where he worked for 13 years as Managing Director and Global Head of Securities Borrowing & Lending, Fixed Income Repo and Prime Brokerage. Ian is a chartered accountant, qualifying with Arthur Andersen in 1985.

Ian and Nick discuss Ian’s career, the evolution of Equals Group and opportunities for the business going forward.  

Ian recommends Tom Clancy as a good read and also cryptic crosswords, preferring the The Times and The Telegraph 

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Richard Staveley, Lead Fund Manager of Rockwood Strategic.

Richard Staveley has over twenty years’ experience of equity investment and fund management.

Rockwood Strategic Plc is an Investment Trust which invests in a focused portfolio of smaller UK public companies. The strategy identifies undervalued shares, where the potential exists to improve returns and where the company is benefitting, or will benefit, from operational, strategic or management changes. These unlock, create or realise shareholder value for investors. Richard and Nick discuss Richard’s career to date, the micro-cap market and indicators for the future.

Richard's book choice was The Most Important Thing: Uncommon Sense for the Thoughtful Investor: Uncommon Sense for Thoughtful Investors by Howard Marks

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Mark Cutler, CEO of Van Elle Holdings. AIM listed Van Elle are the UK’s largest ground engineering contractor, offering end-to-end capabilities across residential, infrastructure and construction.

A graduate of Imperial College London, Mark is a chartered civil engineer with over 30 years’ experience in the infrastructure, construction and utility sectors and has held various senior leadership roles with major UK contractors including Cerillion, Morgan Sindall and Balfour Beatty.

Nick and Mark discuss his background and career to date, what sets Van Elle apart from its competition, the strategy going forward and opportunities in a fragmented market.

Mark's book choices where: High Performance: Lessons from the Best on Becoming Your Best by Jake Humphrey and Damian Hughes and
What They Don't Teach You At Harvard Business School by Mark H. McCormack. 

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Zoe Watkiss, Co-Founder of SunGod, the performance eyewear brand for Bike, Run, Snow & Everyday.

Zoe is a serial entrepreneur having launched Hats for the Hill whilst at university. She now divides her time between London and Verbier. Zoe founded SunGod with her now husband Ali to build a better performance eyewear company, through community and sustainability. Collaborations include Team Ineos, McLaren F1, The SAILGP Great Britain team and The England Rugby team. SunGod is now challenging the established brands for global market share. 

Zoe talks about her influences, and motivating factors that have contributed to SunGod becoming a genuine UK success story.

Zoe's book recommendation is The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers by Ben Horowitz

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.