Far From The Finishing Post
Episodes
James Davolos (Horizon Kinetics) - Elegant Equities for Higher Inflation
23 Apr 2026
Contributed by Lukas
James Davolos is a portfolio manager at Horizon Kinetics, a US-based asset manager with a distinctive and long-term investment approach. We discuss ...
Alastair Unwin (Polar Capital) - Investing in an AI-first World
15 Oct 2025
Contributed by Lukas
Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential c...
Sebastian Lyon & Charlotte Yonge (Troy) - Evolve to Preserve
28 Jul 2025
Contributed by Lukas
Sebastian Lyon and Charlotte Yonge co-manage Personal Assets Trust and Troy’s Multi-Asset strategy. We discuss the strategy’s evolution over t...
Seth Brennan (Lincoln Peak Capital) - Partnership, Autonomy, Alignment
30 Apr 2025
Contributed by Lukas
Seth Brennan is co-founder of Lincoln Peak Capital, which owns minority stakes in several asset management companies, including Troy. We discuss Linco...
Matthew McLennan (First Eagle) - Investing for Resilience
21 Jan 2025
Contributed by Lukas
Matthew McLennan is co-head of First Eagle’s Global Value team and one of the portfolio managers of Global Value, a strategy that has delivered stro...
Gabrielle Boyle & George Viney (Troy) - Patient Improvement
11 Nov 2024
Contributed by Lukas
Gabrielle Boyle and George Viney co-manage Troy’s Global Equity strategy. We discuss why the market persistently underestimates the compounding po...
Dan Davidowitz (Polen Capital) - Compounding Made Simple
10 May 2024
Contributed by Lukas
Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investme...
Robbie Robertson (Personal Assets Trust) - Trust Matters
22 Mar 2024
Contributed by Lukas
In this episode we speak to Robbie Robertson. Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment tr...
Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software
09 Feb 2024
Contributed by Lukas
In this episode we speak to Jim Strang, Chairman of HGCapital Trust. The Trust has an outstanding track record investing in business-to-business sof...
Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies
10 Nov 2023
Contributed by Lukas
Stuart Widdowson founded Odyssean Capital, is co-manager of the Odyssean Investment Trust, and has a wealth of experience investing in UK-listed small...
Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders
11 Sep 2023
Contributed by Lukas
In this episode we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders...
Kiril Sokoloff (13D Research) - An Insidious Environment
21 Jul 2023
Contributed by Lukas
Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a number of major paradigm shifts...
Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities
02 Jun 2023
Contributed by Lukas
Prashant Khemka has a strong track record managing capital in India and global emerging markets. He established Goldman Sachs Asset Management’s Ind...
Paul Major (Bellevue) - Innovations To Fix a Broken System
18 Apr 2023
Contributed by Lukas
Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discuss how healthcare has evolved...
Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income
24 Mar 2023
Contributed by Lukas
Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We discuss the changing investment environmen...
Swetha Ramachandran (GAM) - Luxury's Broadening Appeal
10 Feb 2023
Contributed by Lukas
Swetha Ramachandran manages GAM's luxury brand strategy and knows the luxury industry inside out. We discuss Swetha's definition of luxury, ...
Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out
20 Dec 2022
Contributed by Lukas
Ben Rogoff is co-head of Polar Capital's Global Technology team. Having joined the industry just before the technology bubble of the late 1990&...
Gerard Minack (Minack Advisors) - The End of Secular Stagnation
15 Nov 2022
Contributed by Lukas
Gerard Minack has a wealth of experience as a macro strategist and founded Minack Advisors in 2013. Gerard has been particularly prescient over the ...
Andrew Brenton (Turtle Creek) - A Different Kind Of Value Investing
02 Sep 2022
Contributed by Lukas
Andrew Brenton co-founded Turtle Creek, a Toronto-based asset manager, in the late 1990s. Since its inception, Turtle Creek has delivered outstandin...
Richard de Lisle (De Lisle Partners) - The Greatest Game
01 Aug 2022
Contributed by Lukas
Richard de Lisle, founder of De Lisle Partners, has significantly outperformed US equity markets over the last 27 years by investing in US small-cap v...
Katie Potts (Herald Investment Management) - An Evangelist For Smaller Companies
20 Jun 2022
Contributed by Lukas
Katie Potts founded Herald Investment Management and has managed the Herald Investment Trust since 1994, generating strong returns by investing in sma...
Charlotte Yonge (Troy) - Keeping It Real
09 May 2022
Contributed by Lukas
Charlotte Yonge manages the Trojan Ethical Fund and is assistant fund manager of the Trojan Fund and Personal Assets Trust. We discuss the risks of ...
Nick Train (Lindsell Train) - The Patient Optimist
04 Apr 2022
Contributed by Lukas
Nick Train founded Lindsell Train, alongside Michael Lindsell, in 2000 and has generated outstanding returns by investing in a concentrated portfolio ...
Ashish Swarup (Aikya) - Soul In The Game
07 Mar 2022
Contributed by Lukas
Ashish Swarup is an experienced emerging market investor and the founder of Aikya, a boutique focused on high-quality and durable companies managed by...
James Harries (Troy) - Exercising Discipline For Global Dividend Growth
02 Feb 2022
Contributed by Lukas
James Harries has a wealth of experience as a global income investor and manages the Trojan Global Income Fund and Securities Trust of Scotland. Jam...
Sanjay Ayer (WCM) - Think Different, Get Better
20 Dec 2021
Contributed by Lukas
Sanjay Ayer is a portfolio manager at WCM Investment Management, a California-based asset manager investing in good quality companies with strong cult...
Brinton Johns (NZS Capital) - Adapting To A Complex World
30 Nov 2021
Contributed by Lukas
Brinton Johns is a co-founder of NZS Capital, a US-based investment boutique applying lessons from nature to invest in companies with the capacity to ...
Gabrielle Boyle (Troy) - An Outsider's Advantage
18 Oct 2021
Contributed by Lukas
In this episode of Far From The Finishing Post we speak to Gabrielle Boyle. Gabrielle heads up Troy's investment research and manages the Troja...
Gary Channon (Phoenix Asset Management) - Experiments In Value Investing
16 Sep 2021
Contributed by Lukas
In this episode of Far From The Finishing Post we speak to Gary Channon. Gary founded Phoenix Asset Management in 1998 and is one of the UK's lea...
Nick Martin (Polar Capital) - Insuring A Richer Future
19 Aug 2021
Contributed by Lukas
In this episode of Far From The Finishing Post we speak to Nick Martin. Nick manages Polar Capital's Global Insurance strategy and has been inv...
Anthony Kingsley (Findlay Park) - Compounding With Purpose
11 Jul 2021
Contributed by Lukas
In this episode of Far From The Finishing Post we speak to Anthony Kingsley. Anthony is Chief Investment Officer at Findlay Park and has a wealth of...
Peter Singlehurst (Baillie Gifford) - Structural Advantage In Private Markets
04 Jun 2021
Contributed by Lukas
In this episode of Far From The Finishing Post we speak to Peter Singlehurst. Peter heads up Baillie Gifford's private companies team and manages...
Blake Hutchins - Playing To Your Strengths For Sustainable Income Growth
07 May 2021
Contributed by Lukas
In this episode of Far From The Finishing Post we speak to Blake Hutchins, co-portfolio manager of the Trojan Income Fund. Blake discusses his upbri...
Sebastian Lyon - Absolute Returns From A Plain Canvas
31 Mar 2021
Contributed by Lukas
In the inaugural episode of Far From The Finishing Post we speak to Sebastian Lyon, founder and chief investment officer of Troy Asset Management. I...