08 September 2021 | Paul Dixey

Investing in the UK

This week Paul reminds us not to forget UK Smaller Companies when he talks to Paul Marriage, Fund Manager of the Tellworth UK Smaller Companies Fund and Co-Founder of Tellworth Investments



01:25 - We begin by looking back to PM’s early experiences as a young investor and

04:46 - the building of his career at Cazenove surrounded by some other great managers of that era.

06:17 - PM explains why the UK smaller company market is so exciting

08:50 - PD discusses how to build a meaningful track record over the years

11:08 - PM describes ‘P3M investing’ citing that famous fizzy mixer company he was an early investor in

12:57 - Is there space in a portfolio for companies that do not quite meet the high standards of P3M businesses, ie ‘value’ investments 

16:23 - PM explains the drivers behind setting up an investment boutique

19:10 - How Tellworth think about responsible investing

21:35 - Why UK smaller companies can perform well from an ESG perspective

24:30 - As we emerge from the pandemic and with a Brexit deal decided, what is the mood of corporate Britain

27:36 - What should we take from the elevated levels of UK mergers and acquisitions

30:40 - PM shares some advice for young investors and, as we are in the middle of the Test Match Series with India, we finish with a cricket related question: 33:39!



Back to News & Insights

Terms & Conditions

The information and services described on this website are not intended to be used by, or to be available to, persons accessing the website from outside the United Kingdom.

The value of investments and the income derived from them may go down as well as up and you may not receive back all the money which you invest.

The investments and investment services described or recommended on this website may not be suitable for all people.

Any information relating to past performance of an investment or investment service is not a reliable indicator of future performance.

No tax advice is provided and clients will need to seek advice from their independent tax advisor.

Fluctuations in the rate of exchange may have an adverse effect on the value, price or income of non-sterling denominated investments.

Vermeer Investment Management Limited, its associates, employees and/or clients may own or have a position in securities referred to on this website or may have provided advice or investment services in relation to any such security.

The Website is for information purposes only. Information contained on it is not intended to be an offer to buy or sell securities and this website should not be regarded as an offer or solicitation to conduct investment business as defined in section 21 of the UK Financial Services and Markets Act 2000 (FSMA).

Nothing on this website is intended to exclude or restrict any duty or liability which Vermeer Investment Management Limited may have under the FSMA (or any subsequent amending or replacement legislation) or the rules and regulations for the conduct of business made thereunder.

For the purposes of FSMA this website has been approved by Vermeer Investment Management Limited, which is authorized & regulated by the Financial Conduct Authority.

Please read our Privacy Policy. By clicking ‘accept’ you agree to be bound by the terms of this notice.