The Investor Download

The company fending off big gorillas and young upstarts - who could it be?


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This pod is an interview with a CEO whose company has been  fending of both big gorillas and young upstarts in a fragmented market place. Who's the CEO? What is the company? And how has he done it? Listen to find out.

Fund mangers Jean Roche and James Goodman host this pod, the latest in the mid 250 podcast series. You can find links to the other pods below.

Other mid 250 pods:

Episode 1: Hunting 30-baggers

Episode 2: What's the secret sauce for this sausage maker
Episode 3: The secret life of Pets at Home CEO
Episode 4: This CEO is redefining a business and engineering a 15-bagger
Episode 5: The company that beat its benchmark by 50% over five years

RUNNING ORDER:

01:00 - Part one: the origins of Dunelm and surviving a pandemic

14:57 - Part two: sure-footed and well-armed, rather than try fast, fail fast
28:37 - Part three: the secrets of success and what the future holds

NEW EPISODES:

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This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.

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Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

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Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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