Alpha Seekers

Why are smaller companies in the US market an exciting place to be for an investor?In this episode of Alpha Seekers, Glenn Hamilton chats with Richard De Lisle of the VT De Lisle America Fund, chatting through his early career on how he started on the sell side in the late 70s before carving a career and a name for himself as a top US equity fund manager.Recorded: November 2023The value of an investment may go down as well as up and you may get back less than you originally invested. Past performance is not a guide to future performance. Nothing in this episode is intended to constitute as advice or recommendation and you should not make any investment decision based on its content.Any opinions expressed may be subject to change without notice. Remember the value of investments may fall as well as rise and you may not get back the amount you originally invested. Past performance should not be considered a reliable indicator of future returns. Different funds carry varying levels of risk depending on the geographical region and sector in which they invest. You should make yourself aware of these specific risks prior to investing.If you are unsure about the suitability of an investment or you need advice on your specific requirements, you should seek professional advice.

UK market valuations, ESG considerations, and the worst underperformance in 2022 for small to mid-caps.In this episode of Alpha Seekers, Glenn chats with Simon Moon about the current valuations in the UK market. They discuss how 2022 was the worst level of underperformance for UK small to mid-caps, and how the industry has embraced the importance of ESG considerations over recent years.The value of an investment may go down as well as up and you may get back less than you originally invested.Past performance is not a guide to future performance.Nothing in this episode is intended to constitute as advice or recommendation and you should not make any investment decision based on its content.Any opinions expressed may be subject to change without notice. Remember the value of investments may fall as well as rise and you may not get back the amount you originally invested.Past performance should not be considered a reliable indicator of future returns.Different funds carry varying levels of risk depending on the geographical region and sector they invest.You should make yourself aware of these specific risks prior to investing.If you are unsure about the suitability of an investment or you need advice on your specific requirements, you should seek professional advice.

Sustainable Dividend Growth Investing with Alan MacFarlaneIn this episode of Alpha Seekers, Glenn chats to Alan MacFarlane, founder of Dundas Global Investors. Discussing, Alan's fascinating life, sharing his experience of working in the investment industry for over 30 years and how he has seen the market change over time. He also talks about the events that have shaped his career, such as the financial crisis of 2008.Topics also covered in this episode; sustainable dividend growth investing and identifying companies that are likely to grow their dividends over the long term.The value of an investment may go down as well as up and you may get back less than you originally invested.Past performance is not a guide to future performance. Nothing in this episode is intended to constitute as advice or recommendation and you should not make any investment decision based on its content.Any opinions expressed may be subject to change without notice. Remember the value of investments may fall as well as rise and you may not get back the amount you originally invested. Past performance should not be considered a reliable indicator of future returns. Different funds carry varying levels of risk depending on the geographical region and sector in which they invest. You should make yourself aware of these specific risks prior to investing. If you are unsure about the suitability of an investment or you need advice on your specific requirements, you should seek professional advice.