• In this episode of The Fund Managers, the Escala CIO Tracey McNaughton interviews Peter Rutter, Head of Equities and Portfolio Manager for the Royal London Concentrated Global Share Fund. This conversation explores the unique approach to investing taken by the Royal London team and why their approach is considered the purest form of active management. We hope you enjoy the discussion.

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Perspectives: 16.05.2024
Perspectives: Episode 97 – Cash and burn

In this episode, Escala Partners CIO, Tracey McNaughton, talks about riding the cycle – physically and metaphorically. In a world where there are so many distractions vying for investors’ attention, how can investors “tape up their mirrors”?

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Perspectives: 01.05.2024
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In this episode, Escala Partners CIO, Tracey McNaughton, talks about riding the cycle – physically and metaphorically. In a world where there are so many distractions vying for investors’ attention, how can investors “tape up their mirrors”?

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Perspectives: 30.04.2024
Perspectives on Zero: Episode 10 Conflict Minerals Engagement and A.I. in Sustainable Companies

In this episode, Investment Analyst Darragh Kennelly, talks to Nick Edgerton of Stewart Investors to discuss a key engagement initiative Stewart Investors have worked on since 2020 when they identified serious human rights risk that is often overlooked. Conflict minerals are vital materials for the semiconductor industry and are powering the green transition. The pair finally discuss recent examples of sustainable companies incorporating A.I. into their business practices.

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