Capital Employed FM

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.

Over the 20 years prior to founding Howay Investments, David worked in both London and the United States in senior management and investing roles for Prudential, Och-Ziff Capital (now Sculptor Capital) and Morgan Stanley.   

'We formed Howay Investments to create something a little different in the world of fund management.  We like to think of ourselves as being the investing equivalent of a small, craft brewer.  We want to craft something better than what the large institutional fund managers offer.  For too long they have churned out bland, mass-produced funds that often fail to deliver for investors.' - David Collins.

In this episode David talks about his investing style, how he generates ideas, and provides a superb breakdown of two quality companies he's bullish on for the long run.

Hosted by Jon Kingston
https://twitter.com/equitybaron

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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

For this episode we had the pleasure of being joined by Eric Burns who is the Chief Analyst for both the Free Spirit and UK Buffettology Fund at Sanford DeLand.

In this episode Eric talks about the Business Perspective Investing methodology used at Sanford DeLand. We also touch upon Porter's Five Forces Analysis for identifying moats, and his thesis for investing in two UK stocks he's bullish on for the long term.

Hosted by Jon Kingston
https://twitter.com/equitybaron

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Join the newsletter for more investment ideas ->
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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

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Produced by kingsizemetrics.com

For this episode we had the pleasure of being joined by David Ridland, Manager and CIO of Castlebay Investment Partners.

David likes to invest in high quality companies with strong cashflows, high operating margins, and high returns on invested capital.

In this episode David talks about his investment philosophy, process, and his thesis for investing in two stocks he's bullish on for the long term - Avon Protection and Croda International.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Join the newsletter for more investment ideas ->
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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

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Produced by kingsizemetrics.com

For this episode we had the pleasure of being joined by the guys behind the excellent Partnership Investing Newsletter.

In this episode they talks us through the characteristics they seek in a business, and where they're finding opportunities in todays market environment.

They also provide their thesis for investing in two small caps they think have lots of growth potential. One listed in the US, and the other in the UK.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Join the newsletter for more investment ideas ->
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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

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Produced by kingsizemetrics.com

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 nanocap stocks that have little research and under-followed, but have the potential of becoming multi-baggers.

In this episode Dan talks us through is process, and also provides his thesis for investing in two US listed microcaps he thinks have great potential upside.

One company is being managed by a possible future Warren Buffett, the other is in the clean energy/nuclear software simulation/training space. Exciting stuff.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Join the newsletter for more investment ideas ->
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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

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Produced by kingsizemetrics.com

For this episode we had the pleasure of being 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.

In this episode Peter discusses his investment style, how he finds investment ideas, and the types of companies he likes to invest in.

He also provides a breakdown of his thesis for investing in two small caps he thinks can generate great returns.

Hosted by Jon Kingston
https://twitter.com/equitybaron

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Add your email for more investing ideas ->
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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

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Produced by kingsizemetrics.com

For this episode we were joined by Jeremy McKeown from Dowgate Wealth.

Dowgate Wealth, based in London, create bespoke portfolios for their clients. They select investments based on their fundamental qualities and their ability to generate above-market returns regardless of economic cycles. 

Jeremy joined Dowgate Wealth in November 2020. He has worked in the City for over 4 decades in both fund management and stockbroking. He also writes an excellent blog called Hyper Normal Times, which we recommend listeners subscribe to.

In this episode Jeremy discusses what type of companies he likes to invest in. He also provides a superb breakdown of two quality AIM listed small caps that he thinks have much more growth to come.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Add your email for more investment ideas ->
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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

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Produced by kingsizemetrics.com

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.

In this episode David discusses why India is such a compelling investment opportunity. He also talks about their investment strategy, and why they like to invest in small caps.

David also delves into two stocks in the portfolio that he thinks have exciting futures ahead - Dixon Technologies and Sona Blw Precision Forgings.

If you're thinking of investing in India then this episode is a must listen.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Add your email for more investment ideas ->
https://capitalemployed.substack.com

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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

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Produced by kingsizemetrics.com

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.

In this episode Tony his investment style, what he looks for in management, as his thesis for investing in two US small caps that he thinks have great potential.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Add your email for more investment ideas ->
https://capitalemployed.substack.com

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--->

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

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Produced by kingsizemetrics.com

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.

In this episode Mark discusses his value investment style, and his thesis for investing in two UK small caps that are being offered to investors at enticing valuations.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Add your email for more investment ideas ->
https://capitalemployed.substack.com

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Follow the podcast on...

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--->

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps

---

Produced by kingsizemetrics.com