'Probably the least fashionable stocks in the world': Where Prusik is finding value

Loading player...

Tom Naughton, manager of the $762m Prusik Asian Equity Income fund, discusses the incredible valuation gap between different markets in Asia, Chinese stimulus measures and how running a hedge fund influenced his approach.

20 Nov 2024 English United Kingdom Business · Investing

Other recent episodes

Part 2: The FCA answers your questions

When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions.

8 May 13 min

FCA on red tape cuts: This is just the start

Nick Hulme, head of advisers, wealth and pensions at the FCA, discusses why the regulator is not an 'amorphous blob', and what its growth initiatives will look like for firms in real time.

6 May 26 min

Gresham House: Brooks set to be 'very attractive' takeover candidate

Ken Wotton, Managing Director of Public Equity at Gresham House, and lead manager of Strategic Equity Capital discussed the significant undervaluation of UK wealth management firms, which feature prominently in his fund alongside the expectation for growth in the UK M&A market.

24 Apr 26 min

‘Everybody has to pull together’: Magnus on launching during COVID-19

Launching a business is never easy, but launching during a global pandemic? Magnus’ Chief Investment Strategist, Georgie Ogilvie-Jones, joins us to talk through the highs, lows, and lessons from launching in lockdown.

11 Apr 21 min

How are wealth firms integrating their businesses?

With consolidation rife in the wealth industry, integration has never been more important. In this episode, we’re joined by Carl Woodward, co-founder of Simplify Consulting, to find out just how firms are addressing these integration challenges, consumer duty, and acquisition drivers.

28 Mar 26 min

All episodes