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Kepler Trust Intelligence Podcast episodes
- 2022’s historic opportunities for healthcare investors
In this episode of the Kepler Trust Intelligence Podcast, we speak to Paul Major, one of two portfolio managers at BB Healthcare - an investment trust focused on the medical sector. Paul believes the market volatility of the past six months has presented serious opportunities for healthcare, which he and the BB Healthcare team are looking to take advantage of.
35 min - Investing in Vietnam with Dragon Capital founder Dominic Scriven
In this episode of the Kepler Trust Intelligence Podcast, we speak to Dragon Capital founder Dominic Scriven. Dragon Capital is an asset management group based in Vietnam, which Dominic founded back in 1994. It also runs Vietnam Enterprise Investments (VEIL), a London-listed investment trust that invests in Vietnamese businesses.
38 min - Deglobalisation and Small Cap Opportunities With Gervais Williams
In the first episode of the Kepler Trust Intelligence Podcast, we speak to fund manager Gervais Williams about deglobalisation and the opportunities it may provide to small cap investors.
22 min
About Kepler Trust Intelligence Podcast
From the publisher's feed
The Kepler Trust Intelligence Podcast features leading figures from across the investment trust sector, giving their take on the markets, investment ideas, and different closed-ended funds.