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‘I always find buybacks disappointing’: Gervais Williams of Premier Miton
Manage episode 399481490 series 124416
Kandungan disediakan oleh Investors' Chronicle. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Investors' Chronicle atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In the latest episode of the IC Interviews, funds editor Dave Baxter sits down with the head of equities at Premier Miton Group and Diverse Income trust manager, Gervais Williams.
In the conversation, Gervais shares why he is upbeat about capital-intensive industries and reveals why customer service is a key criteria he considers before adding a company to the portfolio. The two also discuss why the fund tries to avoid share buyback situations, the case for optimism for supermarkets and insurers, and why BT could make a name for itself in the copper industry in years to come.
This episode was recorded on 11 January.
Hosted on Acast. See acast.com/privacy for more information.
1003 episod
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Manage episode 399481490 series 124416
Kandungan disediakan oleh Investors' Chronicle. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Investors' Chronicle atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In the latest episode of the IC Interviews, funds editor Dave Baxter sits down with the head of equities at Premier Miton Group and Diverse Income trust manager, Gervais Williams.
In the conversation, Gervais shares why he is upbeat about capital-intensive industries and reveals why customer service is a key criteria he considers before adding a company to the portfolio. The two also discuss why the fund tries to avoid share buyback situations, the case for optimism for supermarkets and insurers, and why BT could make a name for itself in the copper industry in years to come.
This episode was recorded on 11 January.
Hosted on Acast. See acast.com/privacy for more information.
1003 episod
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Sama dengan Investors' Chronicle
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
Diane Rehm’s weekly podcast features newsmakers, writers, artists and thinkers on the issues she cares about most: what’s going on in Washington, ideas that inform, and the latest on living well as we live longer.
…
continue reading
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
Dispatches from the new frontiers of climate technology. The Latitude features coverage of the business and tech trends that are reshaping energy and decarbonization, straight from the Latitude Media newsroom.
…
continue reading
Hosts Nil Köksal and Chris Howden take you on a trip around the world with CBC Radio's As It Happens. Hear from the people at the centre of the stories of the day — from the urgent to the utterly strange.
…
continue reading
The Agenda with Steve Paikin is TVO's flagship current affairs program - devoted to exploring the social, political, cultural and economic issues that are changing our world, at home and abroad. The Agenda airs weeknights at 8:00 PM EST on TVO - Canada's largest educational broadcaster.
…
continue reading
The UK Column is an independent news organisation analysing the information war.
…
continue reading
Puck senior political correspondent Tara Palmeri is here to help you get through what may be the most chaotic and consequential presidential election cycle of our lifetime. With 15 years covering politics, Tara speaks with the smartest political brains to discuss what is happening behind the scenes in Washington D.C., and on the campaign trail.
…
continue reading
Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
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