Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Mark Costar, Senior Fund Manager of the J O Hambro Capital Management UK Growth Fund. 

Together, they discuss the benefits of a bottom-up, stock-specific approach to investing in the UK market, and how Mark works alongside his fellow co-manager and team to conduct deep research for unique insights. Mark explores in detail why he thinks, despite the negative perception of the UK’s market, there is so much domestic opportunity at the moment.

Don't have time to listen to the full episode, jump to your favourite part:

• 01:14 As a UK fund manager running an active fund, how do you think about the UK equity market in terms of building the portfolio, getting your stock ideas, and what drives you on a daily basis?
• 02:46 As you are not a momentum chaser, how do you generate returns in the portfolio?
• 04:01 How do you work alongside your team?
• 05:25 How do you find investable, underpriced growth companies?
• 07:06 Can you describe the industry events you attend?
• 08:02 If someone looks at your portfolio today, what kind of themes would they find? Or is it very stock-specific?
• 10:36 What opportunities do you see arising from the higher cost of capital and rising interest rates compared to the low-interest-rate era of the last decade? How is this influencing the companies you invest in?
• 11:30 Do you take macro factors into consideration when evaluating companies?
• 12:26 What keeps you up at night when managing your portfolios?
• 13:55 What causes you to sell a position in the fund?
• 15:43 Do you have an interesting statistic or a fact you’ve come across recently that might pique the listeners' interest?
• 18:07 Why should investors be considering the UK market, and what opportunities might others be overlooking?

This podcast was recorded in November 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.

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