Master Investors

Glen Goodman interviews Hassam-Moussa Rawat, Co-Founder and CEO of revolutionary blockchain start-up Lingo, to find out how Lingo is using blockchain technology to create a token which enables real estate investment to deliver vacation rewards. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Sarah Lowther and Callum Macpherson, Head of Commodities at Investec, discuss the outlook for Oil and Gas investors. This was recorded as part of Master Investor’s Oil & Gas Webinar. For a full recording of the webinar please visit events.masterinvestor.co.uk. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Master Investor’s Sarah Lowther and Jonathan Davis tackle the stories and themes that defined the investment landscape of 2022 – a year that saw the return of double digit inflation and a war on the continent of Europe. The pair talk about the returns being made by investment trusts, the new wave of consolidation in the publishing industry, why you should worry if a company changes its name and whether we’re experiencing a short term or serious bear market and how investors can thrive regardless. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Phil Kent, manager of the  GCP Infrastructure investment trust, puts the case to Jonathan Davis in our latest professional investor Q and A. 

Auxico Resources (CSE:AUAG / OTC:AUXIF) is one of the few companies in the world selling monazite, the essential carrier mineral for rare earth elements deemed critical for economic security. CEO and President Frederick Kozak explains the rare earth elements carried by monazite include the very difficult ones to produce and pronounce, and those of the highest value including praseodymium, neodymium, terbium, and dysprosium. Kozak says Auxico’s contribution to the supply chain can help resolve what he calls an economic war with so many elements controlled and produced by the few. Via its sister company in the Democratic Republic of Congo, Auxico is diversifying the supply chain in a market that has 'massive demand'. At the same time, it is progressing a resource estimate for its Minastyc Property in Columbia and the processing of its tin tailings project in Brazil. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Tamer Ozmen is the founder and CEO of innovative contemporary art investment platform, Mintus. Jonathan Davis speaks with him to find out how it works and what is in it for investors. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In the second part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent performance and why he is as passionate about UK quoted companies as ever. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In the first part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent performance and why he is as passionate about UK quoted companies as ever. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

With global uncertainty has come a renewed interest in precious metals in general, and gold in particular. In this podcast episode, Sarah Lowther discusses the gold outlook with major investor, Jim Mellon. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Gone is the helicopter money. Gone is the quantitative easing that supported U.K. plc, the general public and retail investors. What is here is volatility and the challenges high inflation presents. Charles White-Thomson is chief executive of Saxo Markets UK, and he assures investors they can navigate this new economic paradigm not just by demanding more from their wealth managers but adjusting their own attitude to risk. "It's all about risk management and understanding that your portfolio has many gears. It is not just long only. It is not just driving in the fourth gear. There are many things that we can do in order to tackle what is a pretty challenging environment." White-Thomson says money can be made on the downside if there's portfolio diversification, and sage advice gleaned from those who have experience of emerging markets. He argues there are ways to 'play inflation' including investing in commodities and gaining exposure to water and agriculture - both important solution providers to an i

In the second part of this hour long two-part Q and A Jonathan Davis and Terry Smith, manager of the index-busting Fundsmith Equity Fund, discuss the fund's performance, why it was down sharply in the first half of 2022 after twelve consecutive years of positive returns, where it goes next and the future for its big tech and consumer holdings in particular. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In the first part of this hour long two-part Q and A Jonathan Davis and Terry Smith, founder and CEO of Fundsmith, as outspoken as ever, discuss bear markets, parallels with the 1970s, central bank mistakes and likely future market direction. 

It has been an eventful year so far for Tech Investing, Jonathan Davis find out what the LTC looks for and what they expect from the future.

For 30 years tech company D4t4 Solutions Plc (LON:D4T4) has helped organisations get the best value from all their data assets. It's been recognised for its service winning many awards including Technology Company of the Year in the 2022 Small Cap Awards.    The company operates in 27 countries, and as chief executive officer Bill Bruno explains the business mantra is applicable to customers everywhere - to help organisations better leverage data to make decisions, manage the ever evolving landscape of data privacy and help brands be the best stewards of their customer data.   It’s a big responsibility and Bruno, who was handpicked to take over as CEO by business founder Peter Kear, is confident any competition is unable to compete at the level D4t4 can with “its technologies that do phenomenal things for customers,” including its pioneering data capture and contextualization platform that puts security and privacy compliance first.     As a cash generative, profitable business D4t4 recently rewarded investor

Liontrust’s microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis what they look for in an investment and how the fund maintains a balanced portfolio.

Open Orphan PLC (AIM:ORPH) was the first contract research organisation (CRO) to conduct a Covid challenge trial, and in the words of chief executive Yamin 'Mo' Khan, it now has approximately 90% of the market in challenge studies whereby "we inoculate each healthy volunteer with a virus and then we test the drug under quarantine conditions." That’s a unique USP, and Mo talks about how the business has divested into new streams of revenue such as offering clinical site services to customers, and challenge models including asthma and malaria. The last set of results showed a 76% increase in revenue and almost a £9 million swing on EBITDA, and chief financial officer Leo Toole says "we see strong potential to continue that kind of growth into future periods with the company aiming to deliver double digit EBITDA percentage points in terms of revenue and profitability." Toole says booking off revenue for 2023 is almost finished, and the planning horizon is now stretching into 2024. Both he and Khan are fr

As it approaches its 36th birthday, Nigel Newton CBE the founder and chief executive of Bloomsbury Publishing PLC (LON:BMY), says the publisher has "Never been a more fun company to run and to work at."   One of the reasons for that he says is: "Success breeds success, and this 41% growth in sales that we’ve seen over the last two years and 70% increase in profits is a joy to manage."   Newton says that the reading habit re-engaged with during lockdown has been "permanently reacquired" and that the company is trading in line with management expectations which he says are "high expectations."   He talks not only about the joy of management but at the core of the business the joy of reading aiding those who are now pursuing hobbies that are well serviced by books.     Bloomsbury, says Newton, is an unusual publisher describing it as half general, half academic which is platform agnostic selling authors’ works in hardback, paperback and e-book and as an audio book download. "We promote the story and leave the de

Neal Gandhi founded TPXimpact Holdings (AIM: TPX) with a mission to reduce, and eventually eradicate the bureaucracy that paralyses government programmes at local and central level. The company is a technology-enabled services company focused on digital transformation which in Gandhi’s words: “Empower our teams at the edge to get the job done without bureaucracy.” TPX does that, he says, by pulling together multi-disciplinary teams, to create solutions that work and deliver against the goal for companies. He adds it’s about sharing findings, ensuring great value for taxpayers with the ultimate goal of benefiting society. The client list is impressive and includes DEFRA, the Food Standards Agency and the NHS. TPX counts 50 of the largest 160 local authorities as its clients, and commercial customers include Legal & General and HSBC. While society benefits, Gandhi wants to make sure shareholders do too. He says the business is incredibly cash generative, and on a run rate basis his and the team’s

In our latest podcast, Mark Slater, founder of Slater Investments, and manager of the Slater Growth and Slater Recovery funds, talks bear markets and stock opportunities in conversation with Jonathan Davis.

Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE's liquid biopsy Parsortix initiative which in the U.S. alone has a $100 billion per annum addressable market.   "We're solving an enormously challenging and important medical question," says Newland who says the ultimate growth of Parsortix is unbounded.