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Why Invest?

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Why Invest?

Douglas Barnett, Waverton Investment Management

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In this podcast, Waverton Portfolio Manager Doug Barnett is joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of entrepreneurism, raising capital and management, this podcast aims to demystify the world of investment and beyond. See acast.com/privacy for privacy and opt-out information.
 
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In this episode we are joined by Nidhi and Sahil Verma, founders of recipe box brand The Cookaway. Born from their love of cooking from scratch, The Cookaway offers a subscription-free opportunity for foodies to create authentic, global dishes at home. We discuss how they built the brand, the technology behind order fulfilment, raising capital and …
 
In this episode we are joined by writer and historian Dr Mary Wellesley. Mary is a medieval manuscripts scholar and teaches courses on medieval language and literature as part of the British Library’s adult learning programme. We discuss why she was attracted to this field, how we attribute value to manuscripts and Mary shares some of the stories s…
 
In this episode we are delighted to be joined by English artist and judge of the Waverton Art Prize 2022, Stuart Pearson Wright. We discuss how Stuart’s early life and time at The Slade School of Fine Art influenced both his work and work ethic and we try to establish the difference between creative and commercial value. The Waverton Art Prize was …
 
In this episode we are joined by Fred Lloyd George, co-founder of Hamilton George Care, a health business that focuses on live-in care across the UK. We discuss how and why he got into the care industry, what problem he is trying to solve and what the future holds for a company like his. For further information please visit www.waverton.co.uk or ww…
 
In this episode we are joined by Thomas Olivier and Ben Thomson, the co-founders on a mission to democratise the healthcare system. Their platform, Omnos aims to shift the focus of health and wellness from treating symptoms, to a more efficient holistic prevention model. We discuss the complicated problem they are trying to solve, what it takes to …
 
In this episode we are joined by pillar of the UK food scene, Thomasina Miers. MasterChef winner and graduate from Ballymaloe cookery school, Thomasina co-founded restaurant group Wahaca after falling in love with the flavours of Mexico after her travels there. In this episode we discuss sustainability in the kitchen, biodiverse ingredients and wha…
 
In this episode we are joined by Christopher Garsten, manager of the Waverton European Capital Growth Fund. We explore capital cycle investing and Chris identifies where he sees the opportunities in Europe today. We discuss how he got into fund management and key advice for those looking to pursue a career in this field. For further information ple…
 
Episode 60 – Freddie Fforde: In this episode we are joined by Freddie Fforde, the Founder of Patch, a flexible work near home concept with grand ambitions for expansion. We discuss Freddie’s career including his time at Entrepreneur First, his vision for shared work and life spaces and the challenges of growing a company like his. For further infor…
 
In this episode Doug Barnett is joined by Gregor Angus, Co-Founder and CEO of True Royalty TV, an on-demand, subscription channel that focuses entirely on royal families. We discuss everything from the business model and how Gregor got into content creation, to raising capital and how he is using technology to disrupt archaic content distribution s…
 
In this episode Doug Barnett is joined by journalist and author Sarah Sands, former editor of The Sunday Telegraph, the London Evening Standard and Today on BBC Radio 4. We explore how social media is the 21st century equivalent of 18th century coffee houses and whether “who pays matters” in the world of journalism. Sarah also shares some brilliant…
 
In this episode we are joined by Chris Keenan and James Parsons, Founders of Unibeez, a platform designed to connect employers with talent from universities on a project-by-project basis. We discuss managing growth, building teams and raising capital. We question what it takes to create a coherent marketing message. For further information please v…
 
In this episode we are joined by Maurits Pot, the Founder of Dawn Global and manager of CUBS ETF which is focused on five historically difficult-to-access equity markets in Asia: Bangladesh, Indonesia, Pakistan, Philippines, and Vietnam. These markets transcend the emerging and frontier market space and he sets out his case as to why he believes th…
 
In this episode we are joined by Waverton’s Luke Hyde-Smith, Co-Head of Multi Asset Strategies and Lorenzo Marchioni, Head of Private Markets who set out the case of allocating to Private Markets. We begin by identifying the problem we are trying to solve by investing in the non-listed space and outline the historical context. We discuss investment…
 
Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Vashi Dominguez – https://www.linkedin.com/in/vashi-dominguez-6717731b/ In this episode we are joined by Vashi Dominguez, the Founder of Vashi, an ultra-bespoke jewellery brand. The business is growing at an impressive rate and after a recent funding round, will be expanding to th…
 
In this episode we are joined by entrepreneur Sukh Chamdal, the Co-Founder of egg-free cake company Cake Box. After 13 years of extraordinary growth, it is now an AIM listed, £80m market cap enterprise with over 180 shops in the UK. We discuss what it takes to run a franchise business, key attributes Sukh looks for in employees and how he’s built s…
 
In this bonus Christmas episode we are joined by special guest Rory Sutherland. He is the vice chairman of Ogilvy UK, columnist for The Spectator and author of Alchemy: The Surprising Power Of Ideas That Don't Make Sense. Using his expertise in behavioural science, we reflect on 2021 and shine a light on trends that have emerged in the world of inv…
 
Symon Stickney is the Founder and Group CEO of Collidr, a multipurpose platform that aims to enhance investment decisions by addressing human biases. We discuss Symon’s career to date and why he believes this technology, most commonly used by big institutions and hedge funds, can also work for retail clients. For further information please visit ww…
 
Will Greenwood, best known for being part of the 2003 Rugby World Cup-winning team, and Ben Fennell, former CEO of creative agency BBH have written a book examining what gives the world’s best leaders the edge. In this episode, we discuss why they wrote the book, published in 2021, as well as the dynamics of leadership, how to give good feedback, a…
 
Celia Pool is the Co-Founder of DAME, a period product start up that produces sustainable tampons and reusable pads and applicators. In this episode we discuss how and why she started the business and what it takes to be a B Corp. We examine the challenges the industry faces and her mission to change things. For further information please visit www…
 
Nick Browne and Ed Clayton are the Co-Founders of Devyce, an app-based platform that lets you get a business phone number (mobile or landline) that can be used globally, without a second phone or SIM card. We discuss why they started the company, the problem they set out to solve and trials and tribulations associated with raising capital. For furt…
 
This is the second instalment of a two-part episode with Dominic Scriven OBE. We continue our conversation on environmental, social and governance factors (ESG) and discuss stakeholder versus shareholder capitalism. For further information please visit www.waverton.co.uk and www.dragoncapital.com. LinkedIn Doug Barnett – https://www.linkedin.com/in…
 
Dominic Scriven OBE is the Founder and Chairman of Dragon Capital, an investment manager based in Vietnam. In this episode we delve into the interpretation of environmental, social and governance factors (ESG) and how they feed into the investment process. We discuss whether they are implicit, or explicit, central or ‘add-ons’ and we consider where…
 
Oliver Shurville is the Founder of Tentbox, a revolutionary roof tent company that allows you to turn a car of any size into a mini campervan. In this episode we discuss how and why he founded the company, business operations, developing the brand and his grand plans for expansion should he secure financing. For further information please visit www…
 
Kam Dehdashti is the Co-Founder of The Little Door & Co, a bar and restaurant group with all venues styled around a fictional flat share. In this episode we discuss his career and what led him to launch The Little Door concept. We cover his fundraising journey, building the brand’s identity and the challenges he has faced during lockdown. For furth…
 
Alice Wang is the manager of the Quaero Capital Bamboo and China funds. In this episode we discuss Alice’s investment philosophy and how she thinks about investment themes and valuation in the country, outlining the common misconceptions about investing in China. Alice draws a distinction between product value and user value for some of the major t…
 
Simon Rogerson is an entrepreneurial heavyweight who launched his first business, Octopus Investments when he was just 24 years old. Since then he has expanded the Octopus offering to real estate, venture capital, green energy, wealth management and money coaching. We discuss how he started his career, the purpose and values of his businesses and h…
 
Sophie Breitmeyer is the founder of an independent family jeweller based in Notting Hill bearing her own name, Sophie Breitmeyer. In this episode, we discuss how Sophie discovered her passion for jewellery design, how she sources materials and what makes her proposition different to her competitors. We also explore the ways in which Sophie works wi…
 
Charlotte Yonge is the Fund Manager of the Trojan Ethical Fund and Founder of GAIN ‘Girls Are Investors’, a charity set up to promote and inspire girls to pursue a career in investment. In this episode we cover a wide range of topics, from ethical investing and building a strong investment team to how GAIN has provided women with a network of peers…
 
Lisa Conway-Hughes is a chartered independent financial adviser dedicated to financial education and in particular, helping women to become money savvy. She is the founder of misslolly.com and co-host of the Ladies Finance Club podcast. In this episode we discuss Lisa’s career and touch on topics such as the gender pay gap, life after Covid and how…
 
James Mee is a Fund Manager and Asset Allocation Committee member at Waverton. In this episode, he joins Doug to discuss the benefits of multi-asset investing, his views on geopolitics as well as his current fund positioning. They also discuss the battle between structural and cyclical forces in the the recent pick-up of inflation. LinkedIn: Doug B…
 
Olly Thornton-Berry is the Co-Founder of Thirdfort, an automated ID verification system set to disrupt the manual processes used for property purchases. We discuss his vision, how he got the business off the ground and his plans for future growth. We touch on the businesses that inspire him, how he secured investment and tips for budding entreprene…
 
Peter Roberts is a serial entrepreneur who famously founded the low-cost gym disruptor, PureGym. In this episode Peter shares his experience of building teams, raising capital and ultimately creating businesses from scratch. We also cover his recent work mentoring entrepreneurs, touching on learning opportunities for new founders and advice for tho…
 
William de Gale is the founder of Blue Box Asset Management and lead manager of the Blue Box Global Technology Fund. In this episode, William defines the opportunity in the global technology sector. We discuss the industry dynamics, disruptive themes and how he approaches picking stocks in the sector. For further information on any of the topics di…
 
In this episode Doug is joined by Charlie Jones, Fund Manager at Waverton to discuss and define what we mean by investment philosophy. They examine a broad range of philosophies employed by investment titans from Benjamin Graham and Warren Buffett to Cathie Wood and Ray Dalio. For further information on any of the topics discussed in the episode pl…
 
This week on the podcast we are joined by Karim Kaddoura, the Co-Founder of Virtuo, a tech-enabled, contactless car rental service. We discuss why Karim created the business, challenges he faced during lockdown and opportunities ahead for the company. For further information on any of the topics discussed in the episode please head to our website a…
 
In this episode, we are joined by Hugh Yarrow, the Founder of Evenlode Investment, a long-only investment manager based in Oxfordshire. We discuss how Hugh got into the industry, his formative years and why he started Evenlode. We also discuss Hugh’s investment philosophy, approach and areas of the market he is most excited about. For further infor…
 
In this episode, we are joined by Tim Whiting, the founder and CEO of Timothy James and Partners, our independent financial planning partner. We discuss the purpose of financial planning, the value proposition and touch on some of Tim's case studies. For further information on any of the topics discussed in the episode please head to our website at…
 
In this episode we are joined by Barney Mannerings, the founder of Vega Protocol. Vega is a platform for creating and trading derivatives on a fully a decentralised (DeFi) network. We introduce some of the concepts Barney has been working on and discuss how the platform leverages blockchain technologies. We cover regulation and risk and discuss the…
 
In this episode, we are joined by George Arbuthnott, a multi-award winning investigative journalist and co-author of ‘Failures of State: The Inside Story of Britain’s Battle with Coronavirus’. We discuss how he got into journalism, threats to his industry and holding the government to account throughout the pandemic. Connect on LinkedIn: Doug Barne…
 
In this episode, we are joined by Tineke Frikkee, manager of the Waverton UK Equity Fund. We talk about how to play the digitalisation theme in the UK, investment cases for Ocado and Prudential and the recent listing of Deliveroo. Connect on Linkedin Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Tineke Frikkee - https://www.l…
 
The hospitality sector has been hit hard during the pandemic, but with a shift to home deliveries and the employment of cloud kitchens, some restaurants have held on to their most loyal customers. Providing an insight is Rik Campbell, the Co-Founder of Indian-inspired restaurant group Kricket. We talk about their response to lockdown, the expansion…
 
In this episode, we speak about 2020 in a historical context and consider who will repay the mountains of debt accrued by governments around the world. We also talk about increased 'retail' participation in stock markets and touch on the rise of Bitcoin. Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ William Dinning - https://…
 
Richard Koe is the Managing Director at WINGX, a data research and consulting company within the business aviation industry. We discuss how Richard got into aviation, why he founded WINGX and how he pivoted his business to become a data provider for other businesses. We explore the cyclical and secular themes brought about by Covid19 and he reveals…
 
Jamie Foale is the CEO and Co-Founder of Playfinder, an online booking platform for local sports facilities in the UK. Playfinder is a prime example of technology disrupting and transforming long-standing, inefficient processes and in this episode we discuss the obstacles Jamie and his partner have overcome, the challenges in light of Covid-19 and …
 
Keld van Schreven is the Co-Founder of KR1, a Blockchain Investment Company that supports early stage decentralised and open source Blockchain projects. With past year seeing an extraordinary rise in the price of Bitcoin and the beginning of the institutional acceptance of cryptocurrencies, we discuss what drew Keld to Bitcoin, the technologies tha…
 
Nick Cawley is the Regional Head of UK / Ireland and Global Private Clients Service Line Leader at Ocorian, a financial services company. In this episode we discuss intergenerational wealth transfer and in what can be an emotive topic for some, we touch on ways in which to approach the subject, challenges this can cause for clients and different ph…
 
Paul Ford is the Founder and CEO of Acin, a company that revolutionises the way financial institutions manage non-financial risk and controls. With some of the largest scandals of recent times due to human error and ‘fat fingers’, his award winning SaaS platform enables companies to fully digitise non-financial risks and manage them like a data sci…
 
Andy Seaman is the Manager of the Stratton Street Renminbi Bond Fund. In this episode we discuss why he started the fund in 2007, where he finds his best ideas and ultimately, what he’s trying to achieve. We also examine how investment opportunities have changed since the fund launched and what the rising influence of China means for the currency a…
 
Charles Robinson is the 20 year old founder of GelCard, a company that he started in 2020 when his studies were halted due to Covid-19. The company manufactures premium hand sanitiser cards with bespoke designs for brands and having already collaborated with big names in the hospitality sector, Charles’ product is going from strength to strength. W…
 
Jamie Dundas is the founder of Monday Works, a company that specialises in the launch and growth of flexible work spaces. He is also a co-founder of The Refinery, a shared workspace for early stage start-ups and freelancers, which opened in 2013. In this episode we discuss the rising popularity of shared workspaces, the challenges of taking on extr…
 
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