Podcasts about gervais williams

Watch on YouTube In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 25 stock ideas, including: 00:00 Edison Research, Filtronic & 2025 equity outlook 05:25 Yu Group 07:50 Beeks Financial Cloud 10:10 Van Elle 10:35 Galliford Try 12:30 Shoe Zone 14:20 Supreme 17:20 Avacta 18:25 Eleco 20:05 Guardian Metal Resources 23:05 Serabi Gold 26:15 CMC Markets 29:15 Kromek 32:15 Inspiration Healthcare 34:25 Zotefoams 36:50 Ashtead Technology 37:30 TP ICAP 39:30 Concurrent Technologies 42:00 CML Microsystems 44:10 Windar Photonics 47:25 Ondo InsurTech 50:20 Velocity Composites 52:20 Cavendish Financial 53:45 Other interesting firms – Virgin Wines, Shield Therapeutics & Firering Strategic Minerals #FTC #YU #BKS #CAV #CML #CNC #ELCO #GMET #ONDO #SHOE #SRB #SUP #VEL #WPHO #ZTF #CMCX #AT. #AVCT #GFRD #KMK #IHC #TCAP #VANL #FRG #VINO #STX #FRG

With on YouTube On this morning's Vox Markets live, I was delighted again to speak to legendary UK small/midcap fund manager Gervais Willaims of  Premier Miton– including: 00:00 Investment approach & outlook for equities. 05:15 Yü Group PLC  07:30 Zephyr Energy 10:25 Supreme 12:35 Elecosoft 15:10 Inspiration Healthcare 18:40 Galliford Try 21:10 Lords GroupTrading 23:20 CMC Markets 26:50 CML Microsystems 29:55 Cyan Connode 34:45 Re-patriating money from frontier markets 36:30 Invinity Energy 39:35 Journeo 40:50 Concurrent Technologies 43:15 Sectors that may underperform  45:40 Thoughts on M&A, delisting and IPO activity

To quote Microsoft founder, Bill Gates: “We are changing the world with technology”. With that in mind, welcome to this insightful tech, artificial intelligence, generative ai, Magnificent 7 stocks laden episode in the Investing Matters series, which is with the hugely talented award-winning Technology and Software Investment industry expert analyst, George O'Connor, Technology Analyst of Progressive Research. Progressive Research are an analyst founded and analyst led company, that provides bespoke research, investor engagement and advisory services to quality companies across a broad range of sectors. Their experienced team have provided guidance to public and private companies of all sizes, from large FTSE 100 companies, growth companies on AIM and AQSE, to those just considering listing. After attaining a Double BA Honours Degree in European Studies at the University College Cork, George began his Information Technology career at IDC as an IT Analyst. Now with over 25 years of equity research experience in the Investment Industry that has included working for investment companies such as, Granville Davis, Albert E Sharp, Old Mutual Securities, Shore Capital, Panmure Gordon, Stifel Nicklaus as a Managing Director and more recently Technology lead at Goodbody Stockbrokers, part of Allied Irish Bank, one of big four commercial banks in Ireland. George has been a stalwart of the Tech sector for the last 25 years. It is fair to say that he knows the markets and what is needed for successful investing better than most. In this fascinating insight into the world of tech, artificial intelligence, generative ai currently being dominated by the Magnificent 7 stocks (some would say mainly Nvidia), my Investing Matters interview with George O'Connor, Technology Analyst of Progressive Research delivers colour and knowledge including: -Defining the attributes of Ai winners -How to find the future winning tech stocks -Nvidia's awesome growth trajectory -The Magnificent 7 stocks -The importance of the valuation ratio -Artificial Intelligence, Generative Ai -Plausibility & Hallucinations -Life Cycle Model / Gartner Hype cycle -UK Ai opportunity -Valuation gap -To love a profit warning -Ensuring you don't overpay -Championing better markets -FTSE & AIM Tech opportunities -Private equity dry powder -Mergers, growth, IPO's and Takeovers & much more. Thank you to all our listeners - we hope you enjoy this podcast, and we look forward to hearing your feedback. Breaking news: Please do join George O'Connor, Stephen Yiu, Gervais Williams & Charlie Huggins for the All-star “LIVE” Investing Matters panel session at the Master Investor Show at 3.30pm on Saturday 9th March with host Peter Higgins. About the show - Master Investor Events. Please book your FREE ticket/s now using the promotion code : LSE Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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.

Leading fund manager Gervais Williams of Premier Miton runs through 19 stocks including: 00:00 The outlook for equities 04:10 Yu Group 06:05 Good Energy 09:00 Lords Group Trading 11:30 Concurrent Tech 14:00 Ondo InsurTech 16:50 CyanConnode 20:10 Smarttech247 22:35 Trufin 24:50 Ingenta 27:25 CMC Markets 30:05 TP ICAP 33:45 Avacta 37:45 Oxford Biodynamics 40:10 Inspiration Healthcare 43:35 HostelWorld 45:50 Supreme 48:20 i3 Energy 51:05 Pantheon resources 53:35 Saietta #YU. #GOOD #LORD #CNC #ONDO #CYAN #S247 #TRU #ING #CMCX #TCAP #AVCT #OBD #IHC #HSW #SUP #I3E #PANR #SED

Welcome to the Investing Matters podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this podcast series. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. In June the London South East and Investing Matters teams and I took the Investing Matters interviews on the road. We conducted our second "LIVE" event at the Queen Elizabeth the second conference centre in London at the prestigious UK Investor Show. With the topic of discussion being, "How to find quality stocks during difficult market conditions", with a fantastic five-star panel of guests consisting of: George Barrow, Fund Manager, co-Manager of the Polar Capital Financial Opportunities Fund; Gabrielle Boyle, Fund Manager for the Troy Trojan Global Equity Fund, responsible for Troy Asset Management' Global Equity Strategy and Head of Research; Algy Hall, award-winning financial journalist, author and Citywire' Elite Companies Editor; Gervais Williams, Author, awarding winning Fund Manager and Head of Equities at Premier Miton; Stephen Yiu, Chief Investment Officer at Blue Whale Capital, Lead Manager at LF Blue Whale Growth Fund. Each individually brilliantly delivered their own strategies to a packed audience of "How to find quality stocks during difficult market conditions".

Active fund management isn't just about maximizing upside for your shareholders, says Gervais Williams, head of equities at Premier Miton Investors. It's also about minimizing downside risk. On this week's Merryn Talks Money with Merryn Somerset Webb, he lays out just how to do that. Plus John Stepek joins to discuss the Bank of England's rate hike and inflation expectations. Sign up to John Stepek's daily newsletter Money Distilled. https://www.bloomberg.com/account/newsletters/uk-wealth See omnystudio.com/listener for privacy information.

(Watch the video interview HERE) Despite the tough macro economic backdrop, leading fund manager Gervais Williams of Premier Miton is more positive on UK mid/smallcaps than he's been for 30 years. Find out here why, alongside discussing 18 stocks. 00:00 Outlook for equities & M&A trend 03:30 Golden era of AI investing 05:45 Avacta #AVCT 08:00 Polarean Imaging #POLX 10:25 Inspiration Healthcare #IHC 11:50 Totally #TLY 13:55 Yu Group 16:45 i3 Energy #I3E 19:00 Supreme #SUP 22:00 Lords Group Trading (LORD 24:50 Saietta #SED 27:50 Ensilica #ENSI 31:50 Journeo #JNEO 33:40 Engage XR #EXR 37:15 Pennant International #PEN 39:10 HostelWorld #HSW 41:25 TP ICAP #TCAP 43:45 Trufin #TRU) 46:05 Beeks Financial Cloud #BKS 48:30 H&T 51:00 How to invest in Premier Miton's funds

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode twenty-one, which is with the hugely talented, award-winning Fund Manager and Author, Gervais William, Head of Equities at Fund Management group Premier Miton. As Managing Director of Premier Miton Group plc and one of the most sought-after prescient commentators in the City of London, Gervais Williams has also written three books, Slow Finance (2011) and The Future is Small (2014) and The Retreat of Globalisation: Anticipating Radical Change in the Culture of Financial Markets. (2016), all of which I highly recommend our listeners to purchase. Gervais has been an equity portfolio manager since 1985, His career includes five years with Throgmorton Investment Management (later part of the Framlington Group), three years with Thornton Investment Management (part of Dresdner Bank) and 17 years with Gartmore Group Ltd where he was head of UK Small Companies investing in UK smaller companies and Irish equities. He has a long history of generating premium returns. Enabling him to win and receive many awards, including the Grant Thornton Quoted Companies' Investor of the Year Award in twice; the Diverse Income Trust plc was recognised as the Best New Investment Trust by the Association Investment Companies when it was set up; and in 2014 he was adjudged to be What Investment's Fund Manager of the Year. Gervais is a member of the AIM Advisory Council, and a board member of the Quoted Companies Alliance. Following the Neil Woodford/ Patient Capital Trust debacle he was a member of the Patient Capital Review panel with the then Chancellor of the Exchequer and others. In this Investing Matters podcast, I discuss with Gervais, how he identifies undervalued small cap stocks, the advantages of investing in small listed companies and investment funds and investment trusts, the importance of assessing the quality of leaders of businesses, the Neil Woodford/ Patient Capital debacle, why is investors should be mindful of companies overburdened with debt, his investing strategies, how he screens for risks to avoid, examples of his investing mistakes and successes, his Fund Management experiences, his books, his passion for small cap investing and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

With inflation at elevated levels, Gervais Williams, head of equities at Premier Miton, tells IGTV that this alone changes everything for the investment outlook. This, combined with central bank activity in restricting monetary policy, means investors need to be on the alert to change their behaviour. When the recovery comes, Williams says small cap stocks may well be the ones to watch.Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on Twitter, Instagram and YouTube

Not being a Fed-watcher, I have been rather slow to this particular narrative, I'm afraid, and it only really dawned on me last week as I was losing money trying to catch falling knives in the stock market.It was Zoltan Pozsar writing for Credit Suisse who switched on the lightbulb for me. He's the new rockstar among institutional market strategists.A couple of other analysts have reached the same conclusion.It's this: the Federal Reserve and America's other policy-making powers that be, actually want the stock market lower…The Federal Reserve really does want to fight inflation I've heard so much hot air coming out of government officials' mouths over the years that I think my mind is actually programmed now not to believe a word they say. It's not that I'm treating what they say with a healthy dose of cynicism. I've reached unhealthy levels of cynicism. My default, so low is my trust, is now not only not to believe a word they say: it is to assume they are lying. Probably not a good place.It turns out that sometimes those in power do actually tell the truth. I got my first surprise dose of this earlier this year from Foreign Secretary Liz Truss, when she warned that the Russian troops on the other side of the Ukraine border were about to invade. Pull the other one, I thought. Russia wouldn't do that. It turned out that Truss was talking straight, and her intelligence was correct.When US president Joe Biden said his top economic priority was getting inflation down, my inner cynic muttered: “yeah, course it is mate.” It turns out what he was saying might actually, believe it or not, be true. The Federal Reserve's primary mandate is to keep inflation down. It might be that chief, Jerome Powell, is taking this mandate at face value. All that stuff about his hero being Paul Volcker might even be true too.Lower asset prices help the cause.Back in 2008, and for many years since, everyone in Policymakerland was worried about deflation, and every effort went into staving it off. So we got QE, ZIRP (zero interest rate policy) and all the rest of it. We got very used to it. It went on for so long, it became normalised. The idea that they would ever do anything else seemed far-fetched. But, no, in Policymakerland they are genuinely worried about inflation, and so asset prices are not going to be defended. Au contraire. They want them to fall.Bear markets mean financial conditions tighten. Tighter financial conditions mean lower money velocity and lower inflation, according to modern definitions at least.The Fed is talking tough, and it might be that talking tough does a lot of the job for them – and they might not have to actually act as tough as they talk.If they can get stock prices down a bit, house prices down a bit, and a lot more caution around the place, with just a bit of jawboning, then the need for higher rates will diminish, and the western world might not actually implode. Falling crypto markets help the cause too. There won't be that particular thorn in the Federal side exposing the shortcomings of fiat money.Tighter conditions will put some upward pressure on unemployment, which means the upward pressure on wages will go away too, and that will help reduce inflation.If this has to happen sometime, that time is now, in the second year of an election cycle. Come 2023, the priority will shift to getting the economic conditions in place to win the next election. Part of this of course is lower inflation, but they will want the correction in the past and asset prices moving back up again.OK. So if you buy this theory - how far do stocks fall?How low can the S&P 500 go?Currently we are at 3,970 on the S&P 500, having been as high as 4,800, and over the last couple of days the bulls appear to have regained control of the tape. The low was 3,800 - off about 20% from the highs. Another 10% or 15% would take us to the low 3,000s.While we could bounce a little here, I'm inclined to think we haven't yet seen the lows. Best-case scenario, I'm going to say 3,600 – that's the post Corona-panic high. Worst case? Down around 3,000 at the 2019 highs. Most likely, I'm going to guess somewhere in the middle at 3,400 – the 2020 pre-lockdown highs. Remember these are just guesses.But the bottom line is this: the “print-money-and-protect-asset-prices-at-all-costs” narrative has gone. It's history. The issue is no longer deflation, by their definition. Now it's about inflation. They've been able to ignore it for years by crooked measures, ignoring asset prices and all the rest of it. They can't any longer. That's what they are now fighting.As they say, “don't fight the Fed”.It won't be the case forever. Elections have to be won. But it seems the case for now. Psychologically, we might need some despair and maximum pessimism before the bear market can be deemed over. There still seems to be too much optimism about. We need to be at that point of perception that the bear market is entrenched and we are never going to get out of it, before it can end. We haven't reached that point yet.Everything bubbles on the way up, everything pops on the way down.It might be, by the way, that UK stocks – small and large – turn out to be a very good place to hide. (I'm not saying the UK economy – stocks markets and economies are different beasts). My reasoning? A presentation by fund manager Gervais Williams that I saw at the UK Investor Show last weekend. UK stocks have been rubbish for 20 years, but in the inflation of the 1970s they were one of the best global places to park capital. Fingers crossed the same thing happens this time around.This article first appeared at Moneyweek. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Not being a Fed-watcher, I have been rather slow to this particular narrative, I'm afraid, and it only really dawned on me last week as I was losing money trying to catch falling knives in the stock market.It was Zoltan Pozsar writing for Credit Suisse who switched on the lightbulb for me. He's the new rockstar among institutional market strategists.A couple of other analysts have reached the same conclusion.It's this: the Federal Reserve and America's other policy-making powers that be, actually want the stock market lower…The Federal Reserve really does want to fight inflation I've heard so much hot air coming out of government officials' mouths over the years that I think my mind is actually programmed now not to believe a word they say. It's not that I'm treating what they say with a healthy dose of cynicism. I've reached unhealthy levels of cynicism. My default, so low is my trust, is now not only not to believe a word they say: it is to assume they are lying. Probably not a good place.It turns out that sometimes those in power do actually tell the truth. I got my first surprise dose of this earlier this year from Foreign Secretary Liz Truss, when she warned that the Russian troops on the other side of the Ukraine border were about to invade. Pull the other one, I thought. Russia wouldn't do that. It turned out that Truss was talking straight, and her intelligence was correct.When US president Joe Biden said his top economic priority was getting inflation down, my inner cynic muttered: “yeah, course it is mate.” It turns out what he was saying might actually, believe it or not, be true. The Federal Reserve's primary mandate is to keep inflation down. It might be that chief, Jerome Powell, is taking this mandate at face value. All that stuff about his hero being Paul Volcker might even be true too.Lower asset prices help the cause.Back in 2008, and for many years since, everyone in Policymakerland was worried about deflation, and every effort went into staving it off. So we got QE, ZIRP (zero interest rate policy) and all the rest of it. We got very used to it. It went on for so long, it became normalised. The idea that they would ever do anything else seemed far-fetched. But, no, in Policymakerland they are genuinely worried about inflation, and so asset prices are not going to be defended. Au contraire. They want them to fall.Bear markets mean financial conditions tighten. Tighter financial conditions mean lower money velocity and lower inflation, according to modern definitions at least.The Fed is talking tough, and it might be that talking tough does a lot of the job for them – and they might not have to actually act as tough as they talk.If they can get stock prices down a bit, house prices down a bit, and a lot more caution around the place, with just a bit of jawboning, then the need for higher rates will diminish, and the western world might not actually implode. Falling crypto markets help the cause too. There won't be that particular thorn in the Federal side exposing the shortcomings of fiat money.Tighter conditions will put some upward pressure on unemployment, which means the upward pressure on wages will go away too, and that will help reduce inflation.If this has to happen sometime, that time is now, in the second year of an election cycle. Come 2023, the priority will shift to getting the economic conditions in place to win the next election. Part of this of course is lower inflation, but they will want the correction in the past and asset prices moving back up again.OK. So if you buy this theory - how far do stocks fall?How low can the S&P 500 go?Currently we are at 3,970 on the S&P 500, having been as high as 4,800, and over the last couple of days the bulls appear to have regained control of the tape. The low was 3,800 - off about 20% from the highs. Another 10% or 15% would take us to the low 3,000s.While we could bounce a little here, I'm inclined to think we haven't yet seen the lows. Best-case scenario, I'm going to say 3,600 – that's the post Corona-panic high. Worst case? Down around 3,000 at the 2019 highs. Most likely, I'm going to guess somewhere in the middle at 3,400 – the 2020 pre-lockdown highs. Remember these are just guesses.But the bottom line is this: the “print-money-and-protect-asset-prices-at-all-costs” narrative has gone. It's history. The issue is no longer deflation, by their definition. Now it's about inflation. They've been able to ignore it for years by crooked measures, ignoring asset prices and all the rest of it. They can't any longer. That's what they are now fighting.As they say, “don't fight the Fed”.It won't be the case forever. Elections have to be won. But it seems the case for now. Psychologically, we might need some despair and maximum pessimism before the bear market can be deemed over. There still seems to be too much optimism about. We need to be at that point of perception that the bear market is entrenched and we are never going to get out of it, before it can end. We haven't reached that point yet.Everything bubbles on the way up, everything pops on the way down.It might be, by the way, that UK stocks – small and large – turn out to be a very good place to hide. (I'm not saying the UK economy – stocks markets and economies are different beasts). My reasoning? A presentation by fund manager Gervais Williams that I saw at the UK Investor Show last weekend. UK stocks have been rubbish for 20 years, but in the inflation of the 1970s they were one of the best global places to park capital. Fingers crossed the same thing happens this time around.This article first appeared at Moneyweek. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit frisby.substack.com/subscribe

Gervais Williams, co-manager of the Premier Miton Diverse Income Trust, talks to Richard about its recent performance, the global view of the UK and why not all mining stocks deserve the wide berth other managers give them. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Veteran Premier Miton fund manager Gervais Williams talks to Jeremy Gordon about how his funds and investment trusts bounced back last year after a shocking 2019, the joys of the Alternative Investment Market and why the outlook has never been better for the UK's smallest listed companies. 

This week’s podcast looks at the volatility of crypto currencies, why oil prices are impacting markets and multi-billion-dollar streaming deals.  Dan Coatsworth assesses how UK airlines are coping as some holidaymakers jet off for the first time and the confusion about what exactly an amber light really means. As more and more companies are screening investments based on sustainable criteria Danni Hewson chats to Kate Rogers Head of Sustainability at Cazenove Capital and Katherine Davidson Fund Manager of the Global Sustainable Growth Fund – both part of the Schroders group about why they believe investors aren’t having to make a trade-off between values and returns. And Dan Coatsworth catches up with Gervais Williams from Miton Microcap Trust who explains why shares in UK small cap companies have surged this year and discusses three of his favourite stocks.

In 2017, Andrew was honoured to contribute a guest chapter to Harriman House's prestigious “New Book of Investing Rules” alongside investment greats such as John Bogle, Anthony Bolton and Gervais Williams. The title of the chapter was: “How to invest so that crashes don't matter." Andrew believes that the unprecedented volatility in so many financial market so far in 2020 have served as a reminder of how important this idea is. It is crucial that we calibrate our investments for all seasons - that we “immunise” them. In this timely talk, Andrew will explain how anyone can build a suitably “immunised" portfolio by using two fundamental and elegant approaches to how they invest: First, broadly optimised asset-allocation based on the idea of “100 minus your age”. Secondly, ensuring that you “own the world” - that is to say that you ensure that you have investments in all major asset classes and in all major regions of the world. When used together, these two broad approaches to investment will maximise your chances of making consistent and significant investment returns and, arguably even more importantly, minimise your stress levels along the way. As part of his talk, Andrew will explain how important it is to invest rather than to trade and the importance of completely and utterly ignoring "the news” as part of that process. He will also explore the role of technology and the importance of "Moore's law" for your thought process - arguably the most important theme in human history - for investment and for lots else besides. Speaker: Over twenty years in the city, Andrew Craig has met with the senior management teams of over one thousand companies and with several hundred professional investors. He has regularly been involved in high profile stock market transactions including the Kingdom of Sweden's sales of Nordea Bank AB in 2013 (totalling $7.6 billion) and the stock market flotation of several dozen companies including the likes of: easyJet, Burberry, Campari, the Carbon Trust and lastminute.com. Andrew's mission is to spread financial literacy as far and wide as possible. He believes that everyone owes it to themselves to learn about money and investment because doing so is life-changing. Since founding Plain English Finance and releasing his book, he has appeared in numerous publications including: The Mail on Sunday, The Telegraph, The I, CityAM, The Spectator, Shares Magazine, MoneyWeek, YourMoney, This Is Money and Money Observer. He has been interviewed on Bloomberg and Shares Radio and on IG TV, was featured in Russell Brand and Michael Winterbottom's 2015 film “The Emperor's New Clothes” and interviewed by Eamonn Holmes for the Channel 5 programme “How the Other Half Live”. Andrew Craig is the author of No. 1 best-selling finance book, “How to Own the World: A Plain English Guide to Thinking Globally and Investing Wisely”, founder of personal finance website, www.plainenglishfinance.com, fund manager of the VT PEF Global Multi Asset Fund and a partner at boutique life sciences investment bank, WG Partners. Interested in watching our webinars live, or taking part in the production of our research? Join our community at: https://bit.ly/3sXPpb5

Conversations with Panmure Gordon. Gervais Williams and Martin Turner. Diverse Income Trust – Jan 2021 

Laurence Read, Chief Executive of Europa Metals and Myles Campion, Executive Chairman of Europa Metals, discuss this morning's ‘excellent' results following metallurgical test work and an ore sorting analysis programme at its wholly owned Toral Project in Spain. The group are now focused on progressing further work to determine the prospective economics of the project.Europa is a metals development company focused exclusively on European projects. It believes Europe, and in particular Spain, is an unrealised region for modern mine development and that the opportunity to create new mines within a best practice social and environmental framework, near first class infrastructure, is significant.UK fund manager Gervais Williams of Premier Miton explains how his small/microcap funds have delivered outstanding returns this year, where the portfolio is presently positioned and what stocks he likes going forward.Companies mentioned include: Avacta (AVCT), Kape Technoogies (KAPE) Kromek (KMK), Corero (CNS), Simec Atlantis Energy (SAE) and AO.com (AO).(Interview starts at 14 minutes 20 seconds)Plus the Top 5 Most Followed Companies & the Top 5 Most liked RNS's on Vox Markets in the last 24 hours. Vox Markets is revolutionising the way companies engage with shareholders and the stock market at large. By aggregating IR and digital content onto one secure and compliant platform, Vox Markets has established itself as the go-to resource for the investment community. #VoxMarkets #StockMarket #LivePrices #StockMarketNews #Money #Investing #Investments #Finance #Business #Podcast https://www.voxmarkets.co.uk/

Gervais Williams, Head of Equities at Premier Miton, talks to Simon French, Chief Economist at Panmure Gordon, about the outlook for the global economy, UK financial markets and sustainable and socially beneficial investments.

Gervais Williams, award winning fund manager at Miton, who specialises in investing in small caps and micro caps speaks with our in-house journalist Abraham. He has worked in the City for 25 years, 17 of which were spent at Gartmore, where he managed clients’ investments in small to medium quoted companies.

Welcome to the 27th CONKERS’ CORNER recorded on the 5th August 2016. In this interview I have the pleasure of speaking with @PaulJKavanagh1 Paul Kavanagh the CEO and founder of Patronus Partner: a discerning, accessible investment management and stockbroking service that provides a comprehensive approach to investment management. Paul grew up in Shenfield in Essex where, as a young boy doing his paper round he shrewdly noticed, “big houses took the Financial Times”. This married to his love of maths led to him being very keen to leave school without even pursuing A levels, which he was more than capable of doing. He instead took an opportunistic leap into the City of London as a sixteen year old, taking his first job with Extel Financial (EXTEL), where he started off with administration tasks. However within eight months Paul alongside colleagues in the U.S, were tasked with building a Mergers & Acquisitions (MNA) database. Having successfully put the database together his bosses tasked the then eighteen year old Paul, with selling the database and service to all the major institutions in the City of London. This led to Paul holding meetings with all the major partners in the City in the late 80’s and early 90’s. To put this into context, it would be the equivalent of a teenager holding court with a combination of the today’s Anthony Bolton, Neil Woodford and Gervais Williams and many others, on a daily basis! Through his work with the EXTEL MNA research database, Paul ended up providing due diligence on potential acquisition opportunities. It was through this connection that he met Paul Killik and Matthew Orr, the founders of Killik & Co. He joined that firm in 1993, becoming Partner shortly after and enjoying 21 years there. During that time, the firm grew significantly and spawned other businesses including 7 Investment Management, Raymond James Investment Services and Killik Employee Share Services. Paul’s role at the firm included managing clients and assisting the build of Killik Capital, leading the research offering and providing media presence. On a personal level Paul is a high conviction and high risk investor who prefers to invest in AIM stocks. He is often looking for special situations and trading opportunities which will provide him with significant returns. Paul has spent most of his career in the stockbroking industry. With a natural interest in stock market investing, he spent five years writing for the Sunday Times Money section, discussing over one hundred individual businesses in some detail during the 1990’s. Paul went on to be a regular contributor on the investment conference circuit and in the media with the BBC, CNBC, Bloomberg and Sky News. Paul formed Patronus Partners Ltd http://www.patronuspartners.com/ in January 2015 with two former Killik & Co colleagues, Kareem Khouri and John Prior, each of whom has extensive experience in investment management and stockbroking services. Listen now to gain insights into how Paul invests and learn from the lessons in his successful and insightful investing journey.

Welcome to the 29th CONKERS’ CORNER. In this interview I have the privilege of speaking with award winning Investment Fund Manager @gervais_mam Gervais Williams. He is currently the Managing Director of Miton Group Plc, where he and the team monitor the market trend changes beyond the credit boom, and aim to set up funds with investment strategies harnessing forthcoming investment trends. Gervais grew up in Abergavenny in Monmouthshire; a county in South East Wales. As the son of a Farmer, he had always liked business but did not know how he was going to get into it. He attended the University of Liverpool where he attained an Engineering Degree and went onto become a Chartered Engineer. It was in 1985 that Gervais made the switch into the Investment industry, after successfully applying for a Trainee Fund Manager role at the Throgmorton Investment Trust. He started analysing small companies, did his industry exams and remained with the group for five years. Gervais first “dabbled a bit” in stocks and shares during the Thatcher revolution and the Conservative government’s de-nationalisation policy of utilities and services. He participated in some of the privatisations, however he admits that he has never really invested that much of his own personal account, preferring instead to invest in the funds he worked for. He states that when he started analysing small companies they were in fashion and were central to all portfolios His criteria then was to look for small companies which generated good earnings growth, with lowish PEs and limited downside risk. Gervais says that there were a lot of bankruptcies at that time and you had to be mindful of their accounting policy issues. Gervais became an Investment Manager in UK & Irish Small Cap Stocks at Thornton Investment Management (now part of Dresdner Bank) in July 1990. It was during this time that he worked with Peter Webb, managing the Thornton UK Smaller Companies Unit Trust. In March 1993 Gervais was appointed as a Fund Manager with Gartmore Asset Management. There he gained an extensive experience of investing in quoted stocks in the UK and Ireland, with a particular interest in companies with smaller market capitalisations. He headed up the UK Small Cap Desk for many years running portfolios such as UK & Irish Smaller Companies, Gartmore Growth plc, Gartmore Irish Growth Trust plc and Gartmore Fledgling Trust plc.During this period of success the team collected many investment awards. The humble Gervais once said that he joined Gartmore at “a fortuitous time as it coincided with a major shift in the markets after a prolonged period of recession”. He remained with Gartmore for nearly eighteen years. When Gervais decided to leave Gartmore he did so with the intention of looking at all the opportunities available to him before choosing to the best in join Miton Group in March 2011. To build up the assets under management and was able to offer investors opportunities to invest new strategies and funds. Since 2011 Miton have established four new funds that Gervais has managed along with Martin Turner, and taken on the mandate for The Investment Company plc. These funds have genuinely active investment strategies. The funds are: the Diverse Income Trust Investment Trust, the CF Miton UK Multi Cap Income OEIC, the CF Miton UK Smaller Companies OEIC and the Miton UK Microcap Trust. On a professional level Gervais has remained focused on small stocks throughout his career. So much so that his experience and passion for that niche led to him writing his book “The Future is Small” http://www.thefutureissmall.com/ explaining the unique characteristics of the UK’s AIM market for smaller, growing companies. When Gervais joined Miton they issued their Full Year results in April 2011 with Funds under Management of £1.7 Billion. Last month Miton http://www.mitongroup.com/ published their Interim results which showed they had £2.542 Billion in Assets under Management. Listen n...

Today on the show I'm joined by Gervais Williams, author of The Retreat of Globalisation. Gervais Williams is an award-winning equity fund manager. As a professional investor, he has exceptional credentials. He received numerous awards for his fund management, including being named What Investment's Fund Manager of the Year 2014. Gervais is a respected commentator on prospective market trends. He outlined his controversial views in his book Slow Finance in 2011 and developed those ideas in 2014's The Future is Small. In his latest book The Retreat of Globalisation, Gervais outlines why we are entering a period when the culture of financial markets will change more in three years than it has in the last 30. This episode of Informed Choice Radio is a must listen for anyone who needs to understand these developing investment themes so they can position their portfolio to take advantage of the changes. Welcome to The Retreat of Globalisation, with Gervais Williams in episode 221 of Informed Choice Radio. Get answers to your personal finance questions Do you have a personal finance or investing question for Martin? Email martin@icfp.co.uk or ask on Twitter @martinbamford. You can call our dedicated podcast voicemail line on 020 8144 2745 with your question or visit www.icradio.co.uk/voicemail to leave an online voice message.

An interview with Gervais Williams, Managing Director of Miton Group plc and author of new book The Retreat of Globalisation

Merryn Somerset Webb talks to smaller companies expert Gervais Williams about why sluggish market growth means now is the time to tuck away some cheap micro-caps in your portfolio.

Gervais Williams manages a number of funds that aggregate to over £1bn, including the Diverse Income Trust plc. He is also Managing Director at Miton Group plc, the independent listed fund management group that has a reputation for offering strategies that are distinctive from most others. His fund management career extends over nearly 30 years including 17 years with Gartmore Group Ltd, where he was head of UK Small Companies investing in UK smaller companies and Irish equities. He won Investor of the Year awarded by Grant Thornton at their Quoted Company Dinner in both 2009 and 2010. Gervais is a member of the AIM Advisory Council and a board member of the Quoted Companies Alliance. He was recently awarded Fund Manager of the Year 2014 by What Investment. #MitonGroup #Interviews #investing #LSE For more News and Interviews visit: http://www.directorstalk.com/

13/03/14In this week's podcast Tom Lyons talks to Ray Nolan about the opportunities he sees in the business world and the challenges that lie ahead for Irish companies. He also chats to UK investors Gervais Williams and Alistair Mundy about their investments tips. Inside Business is a weekly business podcast presented by award winning business journalist, Tom Lyons and Sinead O'Shea. It can be listened to and downloaded via Soundcloud and iTunes.It can be delivered for free to you each week via this link. https://itun.es/i66S9v7 #iTunesAndroid users can access this podcast via stitcher.com/s?fid=44906&refid=stpr Hosted on Acast. See acast.com/privacy for more information.

13/03/14 In this week's podcast Tom Lyons talks to Ray Nolan about the opportunities he sees in the business world and the challenges that lie ahead for Irish companies. He also chats to UK investors Gervais Williams and Alistair Mundy about their investments tips. Inside Business is a weekly business podcast presented by award winning business journalist, Tom Lyons and Sinead O’Shea. It can be listened to and downloaded via Soundcloud and iTunes. It can be delivered for free to you each week via this link. https://itun.es/i66S9v7 #iTunes Android users can access this podcast via stitcher.com/s?fid=44906&refid=stpr