Kepler Trust Intelligence Podcast

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.

Episodes

Oct 24, 2022

30 min

In this episode we speak to TILLIT CEO and Founder Felicia Hjertman. Felicia spent a decade at asset management group Baillie Gifford before founding TILLIT in 2019. TILLIT is a platform that allows you to invest in a curated set of funds. We speak about why Felicia set up the company and some of the challenges that have come with picking funds to be on the platform in a tough macroeconomic environment.

Oct 24, 2022

30 min

Oct 14, 2022

25 min

In this episode of Trust Issues, we speak to Ed Buttery, the founder of the shipping-focused investment trust Taylor Maritime.

Oct 14, 2022

25 min

Oct 4, 2022

47 min

In the first episode of Trust Issues, we speak to professor and start-up founder Steve Hsu about China's prospects and what the country holds for investors.

Oct 4, 2022

47 min

Jun 20, 2022

34 min

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.

Jun 20, 2022

34 min

Jun 9, 2022

37 min

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.

Jun 9, 2022

37 min

Jun 7, 2022

21 min

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.

Jun 7, 2022

21 min

Copyright 2022 All rights reserved.

Podcast Powered By Podbean

Version: 20241125