38 min listen
Stuart Widdowson: Applying a PE mindset to UK small caps
Stuart Widdowson: Applying a PE mindset to UK small caps
ratings:
Length:
36 minutes
Released:
Jan 20, 2022
Format:
Podcast episode
Description
Few UK small cap investment trusts trade on a premium to their net assets, but Odyssean Investment Trust is currently one of them. In this interview, manager Stuart Widdowson explains why he brings a private equity mindset to public markets, how he seeks to spot special situations and how he feels about the current investment outlook. He also talks through the investment case for some of his holdings, shares which books have been most influential for his investment approach and explains why he tends to avoid participating in IPOs. Hosted on Acast. See acast.com/privacy for more information.
Released:
Jan 20, 2022
Format:
Podcast episode
Titles in the series (100)
Investors Chronicle Companies & Markets Show 12 Dec 2014: Investors Chronicle Companies & Markets Show 12 Dec 2014 by Investors Chronicle See acast.com/privacy for privacy and opt-out information. by Investors' Chronicle