Buy side
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‘We’re thinking about what AI is going to destroy as much as what it’s going to create’: Jonathan Knowles of Compound Equity Group
Compound Equity Group (CEG) was founded in 2024 and seeks high-conviction, long-term ideas in global equities. The founder and portfolio manager in charge, Jonathan Knowles, spent more than 30 years managing money at Capital Group. At his time of retirement in December 2024, he was in charge of some $50 bn in assets and was the chief investment officer of the firm’s $70 bn small-cap fund – the largest such fund in the world. CEG has recently raised $500 mn in capital and is deploying a very long-term, highly concentrated approach: to have 20 to 25 investments with some positions…
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How long do you have to be ‘short’? Recent debate puts spotlight on the movements of short sellers
Short seller reports can have a huge impact on the stocks they target. Everyone from regulators to law firms and even Netflix are looking to the impact of shorting stocks – with one law firm arguing free speech is being put at risk In the stock market, the traditional way to make money is to buy shares in a company and wait for the share price to rise. Another way is to short a company and wait for the share price to go down and buy back the cheaper shares. If the share price goes up, those shares must quickly…
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Maximizing your relationship with the buy side, plus where to take your investor roadshow
Making the most of your relationships with the buy side can often be the key to a successful relationship between your company and its investors. But how can you ensure that you’re getting the most out of that arrangement? In IR Impact’s first Masterclass video, we spoke to Stephen Yiu, fund manager and co-founder of the Blue Whale Growth Fund, about what he sees as the hallmarks of best-in-class IR and how he prefers to interact with companies. Listen to this episode of IR Voice for an exclusive sneak peek of the full interview.
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IR Impact Masterclass: how to maximize your relationships with the buy side
Stephen Yiu, fund manager and co-founder of the Blue Whale Growth Fund, reveals how IR teams can make the most of their buy-side connections. Welcome to IR Impact’s Masterclass video series, where leaders and experts from across the capital markets share their insights, strategies and experiences to provide you with in-depth knowledge and practical skills to excel in your IR journey. Each IR Impact Masterclass will delve into critical topics, offering valuable perspectives and actionable advice. Whether you are looking to enhance your expertise, stay ahead of industry trends or gain a competitive edge, these long-form videos are your gateway…
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Why UK and European corporates are building investor relations capabilities in the US
In an increasingly interconnected global economy, many UK and mainland European corporates are strategically expanding their investor relations capabilities beyond their home market
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‘We’re seeing unusual complexities’: Webinar explores the changing nature of market valuation
Stock markets hit record highs in 2024, powered by falling interest rates and, more recently, expectations for business-friendly polices under US president-elect Donald Trump. The macroeconomic environment, however, feels highly uncertain, with talk of trade wars back on the agenda and geopolitical tensions simmering across the globe. Amid this complex environment, it’s becoming harder to […]
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Fund manager profile: ‘We put a lot of emphasis on innovation,’ says Heptagon Capital’s Alexander Gunz
Future trends fund manager on investing in global companies, the ‘virtuous circle’ that is innovation and where fish and chips fits into the equation Heptagon Capital is a private investment firm with $14.4 bn of assets under management, founded in 2005. The firm partners with a range of asset managers and manages funds in-house (including […]
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‘We do not speak to any sell-side analysts’: Stephen Yiu of Blue Whale
Founder of £1.1 bn fund on getting a feel for company culture, looking beyond the quarter and why former sell-siders make good IROs
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Rates, inflation and recession: What investors will be focused on in 2024, according to asset managers
Caution around economic growth in the US shades investors’ perspectives
