TEAM plc’s Craig Farley explains how a barbell equity strategy, precious metals exposure and disciplined bond positioning drove 20 percent plus returns in 2025. He now sees cracks forming in the AI capex story, rising geopolitical confrontation under a revamped US foreign policy doctrine, and the potential for a second inflation wave. Portfolio positioning for 2026 is already shifting...
CQS Natural Resources Growth & Income Fund Co-Fund Manager Robert Crayfourd outlines why a capital shift from AI hype to real-world scarcity is brewing a powerful commodities upcycle — and how the trust is positioned to ride it...
Gervais Williams of Diverse Income Trust, discusses Norcros’ resilient first-half performance, its move away from capital-intensive manufacturing, and how targeted acquisitions and operational synergies are supporting growth despite weak end-market demand...
Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why Victorian Plumbing’s acquisition of the MFI brand is less about the name and more about logistics, service levels, and market share gains...
Gervais Williams, co-fund manager of Diverse Income Trust plc, highlights Yü Group as a business with a strong and growing market position that remains materially undervalued...
In a DirectorsTalk interview, Gervais Williams, co-fund manager of Diverse Income Trust, said Ithaca Energy remains well positioned to deliver attractive returns despite oil price volatility...
Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why ACG Metals’ Turkey-based copper project is generating stronger-than-expected cash flow, how rising commodity prices are supporting valuation, and why the company could deliver long-term shareholder value through growth and future dividends...
Gervais Williams highlights the benefits of long-dated, inflation-linked leases, fixed-rate debt, and synergies from the Assura acquisition, which he believes support resilient earnings, dividend growth, and balance sheet strength despite higher interest rates...
Gervais Williams discusses how Arbuthnot Banking Group’s rising funds under management, deposit growth, and cautious lending strategy contribute to sustainable earnings and dividend potential, positioning the £142m bank as an overlooked opportunity in the UK financial sector...
Fund Manager Gervais Williams shares why the Diverse Income Trust is expanding positions in cash-rich, undervalued small caps — and highlights overlooked plays in energy, digital retail, and financials...
Jasmine Yeo, Fund Manager at Ruffer Investment Company, reveals how their capital-first mindset and all-weather asset mix helped them post near double-digit returns in 2025 — all while sidestepping major market landmines...
RECI is going against the tide — while many peers wind down, it secured 95% shareholder backing to continue. Ravi Stickney and Andreas Tautscher explain the strategic edge RECI holds in credit markets reshaped by higher rates and asset repricing...
RECI’s senior real estate credit strategy continues to deliver. In this investor session, hosted by Mark Thomas from Hardman & Co, Chairman Andreas Tautscher and CIO Ravi Stickney reveal how the portfolio is evolving amid continued repayments and reinvestment into high-return assets...
Record plc CEO Dr Jan Hendrik Witte outlines how the firm’s transition from FX-focused services into private market strategies is positioning it for scale and long-term growth...
Diverse Income Trust Co-Fund Manager Gervais Williams reported a strong 2025 performance, with NAV rebounding from 88p in April to around 114p. The Trust outperformed the FTSE 100, AIM All-Share, and US indices, driven by gains in financials, gold, and technology holdings...
Thor Explorations was discussed in an interview with Gervais Williams, Co-Fund Manager of The Diverse Income Trust, on the Trust’s strong performance and its portfolio outlook...
Gervais Williams, Co-Fund Manager of The Diverse Income Trust plc, discussed Atalaya Mining Copper, SA with DirectorsTalk, highlighting confidence in the company’s outlook...
Record plc was discussed by Gervais Williams, Co-Fund Manager of The Diverse Income Trust plc, in an interview with DirectorsTalk. Williams highlighted Record’s strong heritage, customer service, and expanding focus beyond currency management...
Gervais Williams, Co-Fund Manager of The Diverse Income Trust plc, highlighted Diversified Energy Company plc’s strong cash flow, high dividend yield, and growing US investor base in an interview with DirectorsTalk...
TEAM plc’s Craig Farley explains how a barbell equity strategy, precious metals exposure and disciplined bond positioning drove 20 percent plus returns in 2025. He now sees cracks forming in the AI capex story, rising geopolitical confrontation under a revamped US foreign policy doctrine, and the potential for a second inflation wave. Portfolio positioning for 2026 is already shifting...
CQS Natural Resources Growth & Income Fund Co-Fund Manager Robert Crayfourd outlines why a capital shift from AI hype to real-world scarcity is brewing a powerful commodities upcycle — and how the trust is positioned to ride it...
Gervais Williams of Diverse Income Trust, discusses Norcros’ resilient first-half performance, its move away from capital-intensive manufacturing, and how targeted acquisitions and operational synergies are supporting growth despite weak end-market demand...
Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why Victorian Plumbing’s acquisition of the MFI brand is less about the name and more about logistics, service levels, and market share gains...
Gervais Williams, co-fund manager of Diverse Income Trust plc, highlights Yü Group as a business with a strong and growing market position that remains materially undervalued...
In a DirectorsTalk interview, Gervais Williams, co-fund manager of Diverse Income Trust, said Ithaca Energy remains well positioned to deliver attractive returns despite oil price volatility...
Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why ACG Metals’ Turkey-based copper project is generating stronger-than-expected cash flow, how rising commodity prices are supporting valuation, and why the company could deliver long-term shareholder value through growth and future dividends...
Gervais Williams highlights the benefits of long-dated, inflation-linked leases, fixed-rate debt, and synergies from the Assura acquisition, which he believes support resilient earnings, dividend growth, and balance sheet strength despite higher interest rates...
Gervais Williams discusses how Arbuthnot Banking Group’s rising funds under management, deposit growth, and cautious lending strategy contribute to sustainable earnings and dividend potential, positioning the £142m bank as an overlooked opportunity in the UK financial sector...
Fund Manager Gervais Williams shares why the Diverse Income Trust is expanding positions in cash-rich, undervalued small caps — and highlights overlooked plays in energy, digital retail, and financials...
Jasmine Yeo, Fund Manager at Ruffer Investment Company, reveals how their capital-first mindset and all-weather asset mix helped them post near double-digit returns in 2025 — all while sidestepping major market landmines...
RECI is going against the tide — while many peers wind down, it secured 95% shareholder backing to continue. Ravi Stickney and Andreas Tautscher explain the strategic edge RECI holds in credit markets reshaped by higher rates and asset repricing...
RECI’s senior real estate credit strategy continues to deliver. In this investor session, hosted by Mark Thomas from Hardman & Co, Chairman Andreas Tautscher and CIO Ravi Stickney reveal how the portfolio is evolving amid continued repayments and reinvestment into high-return assets...
Record plc CEO Dr Jan Hendrik Witte outlines how the firm’s transition from FX-focused services into private market strategies is positioning it for scale and long-term growth...
Diverse Income Trust Co-Fund Manager Gervais Williams reported a strong 2025 performance, with NAV rebounding from 88p in April to around 114p. The Trust outperformed the FTSE 100, AIM All-Share, and US indices, driven by gains in financials, gold, and technology holdings...
Thor Explorations was discussed in an interview with Gervais Williams, Co-Fund Manager of The Diverse Income Trust, on the Trust’s strong performance and its portfolio outlook...
Gervais Williams, Co-Fund Manager of The Diverse Income Trust plc, discussed Atalaya Mining Copper, SA with DirectorsTalk, highlighting confidence in the company’s outlook...
Record plc was discussed by Gervais Williams, Co-Fund Manager of The Diverse Income Trust plc, in an interview with DirectorsTalk. Williams highlighted Record’s strong heritage, customer service, and expanding focus beyond currency management...
Gervais Williams, Co-Fund Manager of The Diverse Income Trust plc, highlighted Diversified Energy Company plc’s strong cash flow, high dividend yield, and growing US investor base in an interview with DirectorsTalk...
