The Vox Markets Podcast 2205: The Exchange with Gervais Williams of Premier Miton
Oct 6, 2025
Gervais Williams, an experienced fund manager at Premier Miton, shares his insights on small and mid-cap equities in today's market. He highlights the bullish outlook for these sectors, particularly focusing on gold and strategic metals. Discussions include promising stocks like Thor Explorations and KEFI Gold & Copper, as well as innovative companies like Raspberry Pi and Concurrent Technologies. Gervais also names Atome as his top stock pick for the next year, citing its significant growth potential.
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Narrow Market Leadership Masks Opportunity
- Gervais argues current market gains hide narrow leadership concentrated in large US tech names.
- He expects a rotation to small and mid caps, favouring cash-generative companies in downturns.
Commodities As Inflation Insurance
- Gervais sees commodities and precious metals as an inflation hedge amid large government deficits.
- He values miners for asymmetric upside when commodity prices surge.
Holding Through A Five-Year Dormancy
- Gervais recounts holding Thor Explorations for five years through long dormant share performance.
- He kept the holding despite large gains because valuation remained attractive at about P/3.