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Martin Gamble
Debates investment strategies and talks to investment trust managers. He discusses Pershing Square Holdings and interviews Mark Boggett.
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Jun 2, 2025
• 1h 10min
Investment Trust show: AI stock picking, Fundsmith’s small cap strategy, and an alternative spin on the defence sector
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In this engaging discussion, Simon Barnard, Fund Manager at Smithson Investment Trust, shares insights on small-cap investment strategies and the importance of focusing on high-potential growth companies. Mark Boggett from Seraphim Space reveals unique opportunities at the intersection of space exploration and defense. Muzo Kayacan from BlackRock highlights how AI is revolutionizing stock-picking methods. Martin Gamble rounds it off by diving into Pershing Square Holdings and diverse investment strategies. A treasure trove for market enthusiasts!
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