Small cap specialist Dr Paul Jourdan analyses the market’s myopia
In the latest Money Makers Podcast Jonathan Davis is joined again by Doctor Paul Jourdan the CEO of Amati Global Investors who with his colleagues a team of three fund managers run two small cap funds and an AIM portfolio service from their headquarters in Edinburgh. We last talked to Paul a year ago since when his main small cap fund has risen more than 35% and collected a number of new awards for its continued strong performance. We discuss the reasons for the strong performance of technology shares (despite what are often exceptionally high ratings), the impact of Brexit and the performance of AIM stocks.
These podcasts are the latest in a series of free regular interviews with prominent figures in the investment world, brought to you by Money Makers. You can sign up here to be notified about the next podcasts in the series, which are free to air – or subscribe on iTunes and other podcast services. Jonathan Davis, the founder of Money Makers, is also the founder of Independent Investor, a sister publishing and newsletter business. An active professional investor, he is a Senior Adviser at Saunderson House, a Member of the Chartered Institute for Securities and Investments and the author of several books about professional investors. More details at www.independent-investor.com.
Dr Paul Jourdan is an award-winning fund manager, with a strong track record in small cap investment. He co-founded Amati Global Investors following a management buyout of Noble Fund Managers in 2010. His early fund management career was with Stewart Ivory and First State, where he became the manager of what is now the TB Amati UK Smaller Companies Fund. He and his colleagues also manage two VCTs and an AIM IHT portfolio service. Before becoming a fund manager Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra.