Money Maze Curated Podcasts

Julia Hoggett delivers a master class in diagnosing the issues that have confronted stock markets, capital raising, risk appetite, and pension allocations here in the UK. She describes some of the immense transformations taking place, with top of the list being the ability for private companies to have their shares transacted on the London Stock Exchange, whether UK or overseas, now! She describes the absence of risk appetite, the planned changes to address this, how the 27,000 active pension schemes in the UK, representing the second largest pensions market globally, are being brought together to emulate the best of Canada and Australia. Julia explains the changes to make capital raising simplified, to assist scale ups, to encourage them to stay in the UK and finally why the UK IPO market may have a lot more good news coming down the tracks! To quote Ian Dury and the Blockheads: “Reasons to be cheerful…” Sign up to our Newsletter [https://moneymazepodcast.com/subscribe] | Follow us on LinkedIn [https://www.linkedin.com/company/the-money-maze-podcast] | Watch on YouTube [https://www.youtube.com/channel/UCoDd5vw4qRx_BcRIqTqlmAA]

If you liked the music from Harry Potter, Lord of the Rings, Game of Thrones or Stranger Things, did you ever wonder who owns the rights and royalties and where the investment opportunity may lie? In this conversation of an intriguing “alternative investment”, we welcome a founder and CEO who sits at the epicentre of this web, capitalising upon the powerful growth which is changing ways music, film and television are consumed. Philip explains why there has been proliferation of digital platforms and content, matched by an increase in demand for media music usage, and how digitsation has allowed singers to know and to collect their entitlements. He describes the forces driving these developments, the interplay between the cogs of the music machine and the opportunity they identified in an addressable market estimated to be worth £30bn. He explains Cutting Edge Group’s path to become a world leading music partner to the film and TV industries. From the revenue model, the financing, through to the integrated platform they have built, Philip discusses how complexity around the ecosystem creates opportunity. He references why their recent JV with Warner Bros Music significantly increases the assets under CEG’s management and underscores its growth from a niche player into a major partner for Hollywood studios. Sign up to our Newsletter [https://moneymazepodcast.com/subscribe] | Follow us on LinkedIn [https://www.linkedin.com/company/the-money-maze-podcast] | Watch on YouTube [https://www.youtube.com/channel/UCoDd5vw4qRx_BcRIqTqlmAA] | More on Cutting Edge Group [https://www.cuttingedgegroup.com/cemm-about/]

In the investing universe, where long/short hedge funds are fewer and passive has reigned supreme, Orgueil Capital [https://www.orgueilcapital.com/] was established in February 2024 as an investment fund with an aspiration to quintuple investment capital over the next 8-9 years!  Founder Stephen Roberts, previously of Horseman Capital, explains why he came out of retirement to run a return-seeking, concentrated, thematic fund (with his family as a cornerstone investor).   He explains how they use a mix of thematic and fundamental research, helped by a macro-overlay to identify a range of opportunities.  Stephen covers why, at the time of recording, they’re long on Chinese technology companies like Alibaba and UK house builders, but short on European car manufacturers.    Whilst he recognises that long/short is not an approach for everyone, he contends it is suitable for a slice of an investor’s allocation.  Stephen’s conviction about the available opportunity set and willingness to back his convictions emphatically means his approach is more reminiscent of many of the hedge funds that were once a much larger part of the investing world. Recorded on 9th June 2025.   Sign up to our Newsletter [https://moneymazepodcast.com/subscribe] | Follow us on LinkedIn [https://www.linkedin.com/company/the-money-maze-podcast] | Watch on YouTube [https://www.youtube.com/channel/UCoDd5vw4qRx_BcRIqTqlmAA] | Contact Stephen & Team [https://www.orgueilcapital.com/contact] RETRACTION: In the introduction (00:50) Simon states that Orgueil Capital aims to "...quintuple capital through returns over 5-7 years." In fact, Orgueil Capital hopes to quintuple capital over the next 8-9 years. For more information on this, please visit their website [https://www.orgueilcapital.com/our-story]. DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

Polen Capital [https://www.polencapital.com/] is a US investment management organization, founded in 1979, which has a growing global footprint driven by its specialisation in concentrated equity portfolios and high yield credit strategies.   Stan explains their equity approach, high return on capital and lower volatility. Equally he discusses why they view “credit as different to the agencies” and the opportunities their approach delivers in terms of “yield advantage”.   He discusses the evolution of the business and its route to managing circa. $60bn today. He then describes the investment in building a lasting culture, their geographic expansion of offices to London, Singapore and Abu Dhabi, and how these fit into their ambitions and growth plans.   Finally, he discusses recently attracting the European hi-yield team from Aberdeen Investments, the purchase of Somerset Capital and Hong Kong based Income Partners, and strategic goal of pursuing both organic growth and growth by acquisition.    *Please note that at 21:58, Stan misspeaks when discussing basis points. Where he says "1,500" he means to say "150" basis points.  Sign up to our Newsletter [https://moneymazepodcast.com/subscribe] | Follow us on LinkedIn [https://www.linkedin.com/company/the-money-maze-podcast] | Watch on YouTube [https://www.youtube.com/channel/UCoDd5vw4qRx_BcRIqTqlmAA] | Contact Polen Capital [https://www.polencapital.com/contact] -- DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

In 1965, the BBC launched Tomorrow’s World, a pioneering program that ran for four decades, spotlighting innovations in technology, healthcare, and science—many of which became essential to modern life. Today, the commercialization of groundbreaking inventions presents significant investment opportunities, but identifying, funding, and nurturing them demands vision, skill, and patience. In this conversation, Peter Davies, Senior Partner and Portfolio Manager at Lansdowne Partners, shares insights into his approach and their latest fund designed to tap into these opportunities. He discusses the appeal of UK intellectual property from leading British universities - often underfunded and overlooked - drawing on a decade of experience investing in this ecosystem. From sourcing and financing to filtering and partnering, Davies explains how technological disruption creates both challenges and commercial opportunities. He details exciting prospects, the fund’s structure, exit strategies, and why, despite the allure of high rewards, strict process and valuation discipline remain paramount. Sign up to our Newsletter [https://moneymazepodcast.com/subscribe] | Follow us on LinkedIn [https://www.linkedin.com/company/the-money-maze-podcast] | Watch on YouTube [https://www.youtube.com/channel/UCoDd5vw4qRx_BcRIqTqlmAA] | Contact Lansdowne Partners [https://www.lansdownepartners.com/london/home/] DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.