Ben discusses how he manages money at Dowgate, where he looks to generate 20% pa. We learn some of their investing criteria, and where he sees their current opportunities.
Ben’s background – 00:27
Dowgate Capital – 01:28
Top-down or bottom-up? – 02:18
Criteria of stock selection – 05:17
Alpha FX (AFX) – 06:19
Valuation – 08:32
THG (THG) – 10:23
Holding period – 13:14
Growth target – 14:50
Which sectors are you looking at? – 15:28
Recovery plays: On The Beach (OTB) – 16:17
Fintech – 17:43
Liquidity – 19:28
The future of fund management – 20:33
About Ben McKeown
Ben Started his Career at Killik & Co before joining Hargreave Hale in 2014 a boutique wealth and fund management firm led by Giles Hargreave. Canaccord Genuity Wealth acquired the business in 2018 and he became an Investment Director on a desk responsible for £750m of discretionary mandates. Not long after the acquisition Ben joined Dowgate in July 2020 and has 13 years’ experience in the industry.
