Investor's Champion Podcast

Chris Boxall AIM update 4 March 2022

Chris Boxall of AIM investing specialists Fundamental Asset Management discusses his firm's reaction to the current sell-off

More than Money: Harvey Sinclair

Chief executive Harvey Sinclair describes eEnergy as a new generation of energy company. It provides green energy as a service, currently though its operating subsidiary eLight. eLight retrofits LED lightbulbs into schools and small businesses and is paid via the cost savings that the business achieves by making that switch. 
Harvey Sinclair brought the company to AIM just six weeks ago. I spoke to him about the opportunities presented by this exciting market. 

More than Money: Andrew Vaughan

Launched in 2017, the Free Spirit Fund is a relatively new fund offering from Sanford DeLand Asset Management which has achieved considerable success with its Buffetology Fund, managed by Keith Ashworth-Lord.
In this episode of More than Money, Chris Boxall of Fundamental Asset Management talks to the fund's co-manager Andrew Vaughan about Sanford DeLand's investment process and several of the fund's holdings.

More than Money: Andy Walters

Chris Boxall of Fundamental Asset Management talks to Quartix founder Andy Walters. In the data obsessed world in which live, telematics and the live tracking of vehicle movements is a growing business. Insurance companies have adopted the technology to gain a better understanding of driver risk, while businesses running commercial fleets use it to provide business critical reporting and analysis of vehicle and driver data, including timesheets.

More than Money: Ben Crawford

Supplying domain names and web services is a business which takes Centralnic all over the world. The Australian-born, London-based chief executive Ben Crawford even has a US mobile number, he's away at one of his company's many international locations so often. 
We spoke to him about why that geographic reach is important for Centralnic and why the recent share price spike looks more sustainable than the time the company won Alphabet as a customer. 

More than Money: Anthony Coombs

At its heart, listed financing business S&U is a family company. It was founded in 1938 by Clifford Coombs, before being run by his two sons and now his two grandsons. Current chairman Anthony Coombs joined us to discuss the evolution of the company and what it  is like to run a business with your brother.

More than Money: Phil Race

Adept doesn’t capture many especially exciting headlines. It’s a technology and telecoms company which seeks to simplify its clients’ IT and communications solutions. For investors, a far more eye-catching fact is that Adept is one of just three AIM companies to have increased its earnings per share in each of the last nine years. I spoke to the company’s chief executive Phil Race to explain how the company is managing to achieve its growth.

More than Money: Milan Patel

Have you noticed that company marketing communications are gradually becoming more useful? Like TM Lewin sends you an email about a shirt sale, just when you are thinking it might be time to order a new one. A lot of that change has been driven by better use of data by marketing communications teams. dotDigital has been a key driver of that change. We spoke to the company's chief executive Milan Patel to discuss the key question: where next in the fast evolving world of digital marketing? 

Fevertree: "Forget the profits"

It has been a disappointing start to 2020 for Fevertree investors. But has the share price sell off in the wake of the 2019 trading update been overdone? 
This fund manager thinks now might be a buying opportunity. As long as you're willing to deal with some turbulence and look past the profits.