Global Stocks, Digital Transformation, Robotics & Automation, Central Bankers and US Politics with Charlie Fricker, Fund Manager of the Vermeer Global Fund.
Charlie Fricker is the Fund Manager interviewed on the Art of Investment Podcast this week. Charlie talks about the team’s global investment strategy, why they are overweight Japanese equities, how they are investing in the digital transformation, why central bankers are making the headlines currently and what he will be…
What about Japan? Tim Gregory, the Vermeer Global Fund
Until very recently, the Japanese stock market has been left behind by other developed markets and I ask Tim why this has been the case (1.56). Tim’s fund, the Vermeer Global Fund, has had a high exposure to Japan since launch and I ask what he finds appealing about Japanese companies at the moment (4.25).
What next for Netflix
Following last weeks dive into the Netflix success story, we get Charlie Fricker and Harry Clancy back on the podcast to discuss the future for Netflix and the competitive threats from other players in the TV streaming sector.
Investing in Global Equities with Tim Gregory, Senior Fund Manager of the Vermeer Global Fund
In this episode I have the pleasure of talking to Tim Gregory, Senior Fund Manager of the Vermeer Global Fund.
The Future for Big Pharma & Healthcare
In this episode Paul talks to both Simons and Tim again about the emerging themes in Healthcare and Big Pharma.
How Netflix Crushed Traditional TV
We look back at how Blockbuster made a huge mistake in not buying Netflix and what the future looks like for ITV and BT. Guests this week are Charlie Fricker of the Vermeer Global Fund and Harry Clancy of Vermeer Partners.
Investing in Luxury and the Consumer - Part 1
In Episode 6, we put handbags and glad rags under the microscope and the performance of luxury goods during the pandemic. Alastair McRobert, Paul Dixey and Tim Gregory discuss LVMH and Nike, along with the power of Jay-Z and Vaporfly…
Investing in Luxury and the Consumer - Part 2
In this episode, Tim and Alastair join Paul again to discuss the difficult political balancing act the Luxury sector faces.
Banking on a Future?
Is this the Great Rotation?
In Episode 3, Paul Dixey talks to Simon King and Tim Gregory about the value/growth conundrum drawing on personal styling tips and the joys of on-line shopping
The Energy Revolution
In Episode 4, Paul Dixey talks to Charlie Todd and Tim Gregory about the Energy Revolution, covering topics such as Green Hydrogen, Fuel Cells and Electric Vehicles.
Should we worry about inflation?
In Episode 1, Paul Dixey talks to Simon King, CIO of Vermeer Partners and Tim Gregory, Fund Manager of the Vermeer Global Fund about the threat of rising inflation and what we are doing with portfolios to protect against this risk.
Is Bitcoin the new Gold?
In Episode 2, Paul Dixey talks to Simon King, CIO of Vermeer Partners and Tim Gregory, Fund Manager of the Vermeer Global Fund about the rise of Bitcoin and how to assess its possibilities and pitfalls.