Alex Savvides: ‘We’ve had many attempts at calling the bottom’

Loading player...
Alex Savvides, manager of the £1.1bn JOHCM UK Dynamic fund, discusses investing in companies at the moment of change and once-in-a-generation value in the UK stock market.
10 Nov 2022 English United Kingdom Investing

Other recent episodes

Edinburgh Worldwide’s Simpson-Dent fends off Saba accusations

The Edinburgh Worldwide chair fended off accusations made by Saba Capital ahead of its impending vote to remove the board later this month, defending the £750m trust’s sale of SpaceX and his personal involvement in the FCA’s largest ever fine against a retail company.
8 Jan 24 min

The Trust Show with Charlotte Yonge

Personal Assets’ newest manager looks back on a busy 2025 in a conversation spanning stickier-than-expected inflation, Yen exposure and why the trust won’t be investing alongside crypto’s ‘nefarious actors’.
7 Jan 17 min

Hargreaves' shrinking buy list

Citywire editors Gavin Lumsden and Daniel Grote discuss Hargreaves Lansdown's revamp of its fund buy list and whether Fundsmith could finally make an entry.
7 May 2020 28 min

Do ‘value’ funds need a bailout from high inflation?

Following Mark Barnett’s departure from Invesco last week Citywire editors Gavin Lumsden and Daniel Grote assess prospects for his successors and whether poorly performing ‘value’-style fund managers need a surge in inflation to displace the dominance of ‘growth’ investing.
22 May 2020 30 min