The Art of Investment

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.

Biotech investing, mRNA and genome editing with Dr Daniel Koller, Portfolio Manager at Bellevue Asset Management

Nov 3, 2022

Dr Daniel Koller is head of the investment management team at Bellevue Asset Management, one of the largest, specialist Biotech investors in the world. He joined Paul on the Art of Investment Podcast this week to talk about the incredibly exciting and innovative sector that is Biotech. He explains the long-term growth...

Why China is persisting with its zero-covid policy with Paul Major, Portfolio Manager of the Bellevue Healthcare Trust

Oct 24, 2022

Paul Major, Portfolio Manager of the Bellevue Healthcare Trust, returns to the Art of Investment Podcast this week to discuss a host of health-related topics including how healthcare systems need to change following the pandemic and why he prefers small and medium size companies compared to large, mega cap businesses....

The current energy crisis and the transition to a sustainable energy future with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners

Oct 7, 2022

This week on the Art of Investment Podcast we learn about the energy transition through an insightful interview with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners. He talks to Paul about the energy crisis in Europe currently, how the sustainability issue is bigger than just renewable energy,...

Bonus Episode - Summer Internship at Vermeer Partners with Roshni Davda

Sep 28, 2022

On this bonus episode of the Art of Investment, Harry Clancy, Investment Manager is joined by Roshni Davda, an Accounting & Finance undergraduate at Leicester University who joined Vermeer Partners for a Summer Internship. Roshni applied through GAIN which stands for ‘GIRLS ARE INVESTORS’ and is a charity set up to...

Private equity analysis, niche market leaders and UK small cap with Stuart Widdowson, Founder of Odyssean Capital

Sep 22, 2022

Paul is joined in this episode by Stuart Widdowson, Founder of Odyssean Capital and Fund Manager of the Odyssean Investment Trust. Stuart and his co-Manager, Ed Wielechowski, have a unique investment approach and look at UK smaller companies through a private equity lens. They discuss why permanent capital is important...