Stuart Widdowson: Applying a PE mindset to UK small caps
About this episode
Few UK small cap investment trusts trade on a premium to their net assets, but Odyssean Investment Trust is currently one of them. In this interview, manager Stuart Widdowson explains why he brings a private equity mindset to public markets, how he seeks to spot special situations and how he feels about the current investment outlook.
He also talks through the investment case for some of his holdings, shares which books have been most influential for his investment approach and explains why he tends to avoid participating in IPOs.
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Get every episode summarized
Each time Investors' Chronicle publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Investors' Chronicle
Semiconductor stocks, our Top 50 Funds and Mortgage Advice Bureau: Companies and...
Investors' Chronicle
Our favourite ETFs, toxic stocks to avoid and industrials: Companies and Markets...
Investors' Chronicle
Protecting your pension, UK industrials and Nvidia: Companies and Markets Show
Investors' Chronicle
How to invest under Andy Burnham: Lee and the IC
Investors' Chronicle