Investments

We are back podcasting! In this episode Douglas Barnett  is joined by Tommy Faber, CFA  lead fund manager on the Ptarmigan Global Equity Fund. In this episode we discuss Tommy's background, how he started his career and his approach to allocating capital: Seeking Returns - Hosted by Douglas Barnett

Charlie and Doug discuss themes and trends that shaped 2024 and look ahead to 2025. They discuss: The implications of the Chinese wealth effect.  The explosive growth in AI infrastructure spend The surprising resilience of US economy and wage growth; The rapid increase in advertising expenditure on streaming platforms; The growing strength of European arms companies; The balance between inertia and incentives in the US vs. Europe. The full episode can be found at: https://sh

We are delighted that Ed Roe, CFA has joined us as a Senior Portfolio Manager. He previously worked at Ruffer LLP where he was an investment manager. He will be working closely with Charlie Jones, our Chief Investment Officer.

On Seeking Returns this week, Douglas Barnett is joined by the brilliant Victor Haghani: financier, author and founder of Elm Wealth. Victor started his career at Saloman Brothers in the 1980s and went on to be the youngest founding partner of LTCM. He is the co-author of The Missing Billionaires - A Guide to Making Better Financial Decisions, published last year to critical acclaim. The full episode can be found at 006 VICTOR HAGHANI: FOUNDER OF ELM WEALTH - Seeking Returns

In this episode, Charlie and Doug knit together trends and patterns from our investee companies and broader earnings releases across the universe. We also discuss the intricacies of our investment process. The full episode can be found at 005 CHARLIE JONES CIO QUARTERLY UPDATE - Seeking Returns | Podcast on Spotify , 005 CHARLIE JONES CIO QUARTERL–Seeking Returns – Apple Podcasts  and at 005 CHARLIE JONES CIO QUARTERLY UPDATE - Seeking Returns | Acast .

In our second episode of the Seeking Returns Podcast recorded last month, Douglas Barnett and Charles Jones, Ptarmigan Capital's CIO, discuss recent earnings, highlights and lowlights and tentatively discuss the outlook for equity markets. The recording can be found at Seeking Returns: 002: CHARLIE JONES CIO OF PTARMIGAN CAPITAL on Apple Podcasts , 002: CHARLIE JONES CIO OF PTARMIGAN CAPITAL - Seeking Returns | Podcast on Spotify , and 002: CHARLIE JONES CIO OF PTARMIGAN CAPI