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WELCOME TO THE ART OF INVESTMENT

PODCAST SERIES

We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out more, please do get in contact with us.

Thank you for listening.

The information provided during any of Vermeer Investment Management's Art of Investment podcasts does not constitute investment advice nor should it be considered a recommendation to buy or an offer to sell a particular security or investment. It is not intended to address your particular requirements. Vermeer Investment Management Limited, Guests and Presenters may have positions in any of the investments discussed. Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. Past performance is no guarantee of future performance and your capital is at risk.

Jul 30, 2021

We kick this episode off by looking back over the last few months, to understand why stock markets have performed so well recently (1.40)

 

Simon points to the unfathomable amount of fiscal and monetary stimulus in the system and the effect this has on asset prices, he then answers my nasty 64 million dollar question of...


Jul 7, 2021

In this episode I have the pleasure of talking to Tim Gregory, Senior Fund Manager of the Vermeer Global Fund. We discuss:

  • How Tim entered the Fund Management industry, what drew him to the stock market and his advice to graduates entering the industry.
  • His early influencers, how the veteran fund manager Bill Mott took...