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In the Company of Mavericks - Long Short Equity Management with Richard Stuckey of Ennismore
Manage episode 455820872 series 2686645
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Progressive's Jeremy McKeown and David Seaman of Alpha Cygni Investment Management are joined by Richard Stuckey, the manager of the Ennismore Global Equity Fund, to discuss the management of a long-short strategy in smaller global companies.
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00:22 - Introduction
09:49 - Managing risk in a long-short strategy
22:30 - How does shorting affect the overall portfolio structure?
24:11 - Genus (GNS)
33:38 - Paradox Interactive
40:51 - Geographic diversity & considering macro risks
43:18 - Managing market inefficiency driven by mega-cap tech stocks, passive investment and meme-driven markets
47:10 - Investing mistakes and learnings
50:32 - Conclusion
About:
Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.
Produced by Progressive Research, Distributed by PIWORLD
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