Sharesify podcast with Simon Barnard of Smithson Equity Fund

Sharesify podcast with Georgina Brittain of JPMorgan UK Small Cap Growth & Income

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] n our latest podcast special, Steven Frazer and James Crux are joined by Georgina Brittain, co-manager of JPMorgan UK Small Cap Growth & Income (LON:JUGI). This investment trust seeks to deliver capital growth over the long term and also pays a quarterly dividend. Georgina tells us what sets ‘JUGI’ apart from competitors in the AIC UK Smaller Companies sector and why she is seeing plenty of opportunities in this part of the market. Our special guest explains why free cash flow yield is her preferred valuation metric. She also lends us her view on the M&A backdrop, and the scope for recovery in the IPO market. Finally, Georgina tells us why the market has an outdated perception of Mr Kipling-maker Premier Foods (LON:PFD), the Batchelors-to-Bisto brands owner that is the trust’s top holding.

The team discuss Nvidia's results and the upcoming SpaceX IPO as well as UK and US consumer stocks

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] Join the guys as they walk through another blowout set of results from Nvidia, the looming $1.75 trillion SpaceX float and earnings from Diploma, Dr Martens, Hill & Smith and TheWorks. Plus there's a look ahead to Kingfisher and US retailers next week.

Sharesify podcast with Abby Glennie of Aberdeen UK Smaller Companies Growth Trust

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] In our latest podcast special, James Crux and Ian Conway are joined by Abby Glennie, manager of Aberdeen UK Smaller Companies Growth Trust (AUSC). Our guest discusses the trust’s successful stock selection-led investment process. This involves compiling a shortlist of potential investments using a screening tool known as ‘The Matrix’, which reflects quality, growth and momentum-based factor analysis.

Sharesify podcast with Simon Barnard of Smithson Equity Fund

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] In our latest podcast special, Steven Frazer and James Crux are joined by Simon Barnard, manager of Smithson Equity Fund (BLBNK48). Smithson invests in small and mid cap companies with superior operating numbers. Our special guest discusses Smithson’s transition from an investment trust to an open-ended fund. Barnard explains why he is sticking with his strategy of investing in high-quality global small and mid-cap companies. He talks about the steps he has taken to improve the fund’s performance. Barnard then explains why he is seeing lots of value opportunities within his preferred parts of the global small and mid cap market. Barnard also walks us through the fund’s exposure to the AI theme and why Smithson Equity has such a significant allocation to the US. Finally, Barnard tells the Sharesify team why Italian luxury fashion brand Moncler (MONC) is his preferred sector pick. The outerwear purveyor boasts sector-beating gross margins and its 2020 acquisition of Stone Island has provided Moncler with an additional growth leg. Get involved If you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.

We talk S&P 7,500 record, NVDA, MKS, DOCS, CSCO, AMAT, BRBY, WOSG, TATE, LGEN, ITRK, III and more

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] In the latest episode of the Podcast, the chaps discuss everything from markets and macro developments to takeovers and timepieces. And our tech expert Steven explains why upcoming results from chips champ Nvidia (NVDA) are the only game in town. Coming next week: Nvidia, Marks & Spencer, and Dr Martens [https://sharesify.com/coming-next-week-nvidia-marks-spencer-and-dr-martens/] James brings the bling with a breakdown of results from luxury leader Burberry (BRBY) and Rolex seller Watches of Switzerland (WOSG). He also explains why US firm Ingredion (INGR) has made a near-£6 per share offer for Tate & Lyle (TATE). He wonders aloud whether a bidding war could break out. Steven walks us through results from Applied Materials (AMAT) and Cisco Systems (CSCO). And Ian explains why it’s felt like Groundhog Day for shareholders in 3i Group (III) this week. Finally, the guys preview a busy week for consumer stocks including Marks & Spencer (MKS), Magners-maker C&C (CCR) and downtrodden boot brand Dr Martens (DOCS). Get involved If you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel. You can also follow us on:  X [https://x.com/home] Bluesky [https://bsky.app/] LinkedIn [https://www.linkedin.com/company/109845440/admin/?lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3BtvRaYWEvSpW0ElXMHhkVAw%3D%3D] Facebook And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest.