Sep 29, 2021
In the final part of this series, Paul shares a couple of the healthcare sub segments that really excite him (0.47) and I ask him how he thinks about ESG issues when investing in healthcare (8.18).
President Biden has said on drug pricing, “there aren’t a lot of things that almost every American could agree on,...
Sep 22, 2021
The world’s population is getting older. Today 1 in 11 people are aged over 65 yet it is estimated this could rise to 1 in 6 by 2050. But is the healthcare system built to cope with this increasing level of demand? Our incredible doctors, nurses, scientists, and researchers have saved millions of lives over the last...
Sep 17, 2021
Until very recently, the Japanese stock market has been left behind by other developed markets and I ask Tim why this has been the case (1.56). Tim’s fund, the Vermeer Global Fund, has had a high exposure to Japan since launch and I ask what he finds appealing about Japanese companies at the moment (4.25).
Despite...
Sep 7, 2021
This week we delve into the smaller end of the UK stock market with Paul Marriage, Fund Manager of the Tellworth UK Smaller Companies Fund and Co-Founder of Tellworth Investments. We begin by looking back to Paul’s early experiences as a young investor (1.25) and the building of his career at Cazenove surrounded by...