Narrative Shifts with Adam Rackley

For this episode we had the pleasure of being joined by Adam Rackley from Cape Wrath Capital.

Adam is a traditional value investor who seeks opportunities where other investors have over-reacted to events and valuations no longer reflect fundamentals. 

After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund. 

Leaving the City in 2010, he taught the CFA qualification at BPP, and later managed equity research teams for CRISIL in Mumbai. In 2015 Adam returned to London and set-up Cape Wrath Capital. 

He has degrees in Philosophy, Politics & Economics, and Finance & Financial Law. Adam has served as a platoon commander with the 1st Battalion Black Watch, and is the Principal at Curzon Financial Training. 

Adam has also swum the English Channel, rowed the Atlantic, cycled from Lands End to John o’ Groats, and run across the UK.

In this episode Adam discusses...

• His background.
• His value investment strategy.
• Red-flags he looks for in the companies accounts.
• Two stocks he's bullish on.
• Key lessons he has learned from over 20 years of investing.

More information about Adam and his firm can be found at capewrathcapital.com

You can also read our write-up on Somero Enterprises from Dec 2021 here -
capitalemployed.substack.com/p/laser-guided-growth

Hosted by Jon Kingston
https://twitter.com/equitybaron

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