In the latest Money Makers podcast, Jonathan Davis talks to small cap fund manager Dr Paul Jourdan, CEO of Amati Global Investors. With his colleagues, a team of three, Paul runs three funds that specialise in small-cap and unquoted stocks. Paul discusses how the interest rate cycle, Brexit negotiations and liquidity issues are affecting small cap investing – as well as what makes for an ideal small company.
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.