Capital Employed FM

Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital.

With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital.

In this episode Shree provides an overview of his investment process and style. Shree currently has just 11 stocks in his portfolio.

He walks us through his thesis for investing in two of those companies, both of which are high quality compounders - one listed in Sweden and the other in the USA.

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 you own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #microcaps

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Produced by kingsizemetrics.com
Podcasting for investment funds + financial media.

Joining us in conversation for this episode was Michael Crawford from Chawton Global Investors. Michael has over 23 years of investment management experience.

In this episode Michael provides an overview of the TB Chawton Global Equity Income Fund.

He also walks us through his thesis for investing in two companies which he thinks can keep on compounding away for many years to come.

Chawton Global Investors is an independent boutique investment manager. Their investment philosophy builds on the lessons and tenets of great historical investors Ben Graham and Warren Buffett.

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

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Add your email for FREE bonus episodes ->
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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 you own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #microcaps

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Produced by kingsizemetrics.com
Podcasting for investment funds + financial media.

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

Fritz provides a brief overview of Asian Century Stocks, and what countries and businesses he likes to focus on.

He then talks about two companies which he is bullish on - the largest operator of movie theatres in Thailand, and a chocolate manufacturer in Indonesia which is listed on the Singapore stock exchange.

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

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Add your email for FREE bonus episodes ->
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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 you own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #microcaps

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Produced by kingsizemetrics.com
Podcasting for investment funds + financial media.

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.

Barry began managing money in 2002 at Neptune, having begun his career at Baillie Gifford. He was educated at Cambridge University and has an MA in History, and an MPhil in International Relations. He also holds the CFA charter.

In this episode Barry talks about how he manages money for the VT Argonaut Absolute Return Fund.

He also talks about two companies he's invested in which he thinks have great long term potential.

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

--->

Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/

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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 #microcaps

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Produced by kingsizemetrics.com
Podcasting for investment funds + financial media.

Joining us in this episode was Adam Wilk from Greystone Capital Management.

Adam takes concentrated positions in small companies that are generally under-followed, misunderstood, and can be too small for large funds or passive investment vehicles to own, therefore creating the potential for mispricing’s. His returns over the past few years have been fantastic.
 
In this episode Adam talks about his investment style, and two companies he's invested in which he thinks have great long term potential.

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

--->

Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/

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Follow the podcast on...

Website
Twitter
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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 #microcaps

---

Produced by kingsizemetrics.com
Podcasting for investment funds + financial media.

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

Momentum Multi-Asset Value Trust Plc is listed on the London Stock Exchange with the ticker MAVT. The trust invests in UK and overseas equities, fixed income securities, and specialist assets.

In this episode Gary talks about how the trust has been constructed for both growth in capital and income. He also talks through the thesis for investing in two companies he thinks offer good value and growth potential - both with high dividend yields.

Stayed tuned until the end where Gary discusses a book he recently enjoyed reading.

Hosted by Jon Kingston

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website: capitalemployed.fm
twitter: @capitalemployed

--->

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

#investing #stocks #finance #business #microcaps

Joining us for this episode was Mark Walker from Tollymore Investment Partners. 

Mark manages a concentrated portfolio of only 12-15 positions.

Since launching the fund in 2016, until the end of 2020, Tollymore has generated a return of 28% per annum net of all fees and expenses. 

In this episode Mark talks about his investment style and philosophy, as well as two companies he thinks have great long term potential. 

Stayed tuned until the end where Mark discusses a book he recently enjoyed.

Hosted by Jon Kingston

--->

Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/

--->

website: capitalemployed.fm
twitter: @capitalemployed

--->

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

#investing #stocks #finance #business #microcaps

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

Following a 25-year career as an investment analyst, Steve decided to put that experience to good use and train the next generation of investment analysts, private investors, and portfolio managers.

He is also the author of the popular book 'The Smart Money Method: How to pick stocks like a hedge fund pro' - which we recommend all listeners read.

For this episode Steve talks through his own process for finding great stocks to invest in, and how he manages his own portfolio. 

Keep listening to the end where Steve talks about a few investing books he really enjoyed reading.

Hosted by Jon Kingston

--->

Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/

--->

website: capitalemployed.fm
twitter: @capitalemployed

--->

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

#investing #stocks #finance #business #microcaps

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

Eschler takes a business-like approach to investment, deploying long-term capital into a small number of well-researched ideas.

In this episode Theron gives an overview of his investment style, and his thesis for investing in two companies, one in the mineral royalty space, and the other a value orientated asset management firm.

Keep listening to the end where Theron talks about a fictional book written by Doug Casey that he really enjoyed.

Hosted by Jon Kingston

--->

Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/

--->

website: capitalemployed.fm
twitter: @capitalemployed

--->

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

#investing #stocks #finance #business #microcaps

Joining us for this episode was Ben Claremon from Cove Street Capital. 

Cove Street Capital offers concentrated, small cap value investment strategies that capitalize on inefficiencies in public markets.

In this episode Ben gives a breakdown the his investment process, and the thesis for investing in two tech stocks he thinks have great upside potential.

Hosted by Jon Kingston

--->

Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/

--->

website: capitalemployed.fm
twitter: @capitalemployed

--->

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

#investing #stocks #finance #business #microcaps