Sep 22 • 28M

Narrative Shifts

A conversation with Adam Rackley

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Jon Kingston
We talk to renowned equity investors about their favorite stocks.
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Capital Employed Podcast #58

Narrative Shifts

A conversation with Adam Rackley

For this episode we had the pleasure of being joined by Adam Rackley from Cape Wrath Capital.

Adam is a traditional value investor who seeks opportunities where other investors have over-reacted to events and valuations no longer reflect fundamentals. 

After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund. 

Leaving the City in 2010, he taught the CFA qualification at BPP, and later managed equity research teams for CRISIL in Mumbai. In 2015 Adam returned to London and set-up Cape Wrath Capital. 

He has degrees in Philosophy, Politics & Economics, and Finance & Financial Law. Adam has served as a platoon commander with the 1st Battalion Black Watch, and is the Principal at Curzon Financial Training. 

Adam has also swum the English Channel, rowed the Atlantic, cycled from Lands End to John o’ Groats, and run across the UK.

In this episode Adam discusses... 

  • His background.

  • His value investment strategy.

  • Red-flags he looks for in the companies accounts.

  • Two stocks he’s bullish on.

  • Key lessons he has learned from investing for over 20 years.

More information about Adam and his firm can be found at capewrathcapital.com

Hosted by Jon Kingston

twitter.com/equitybaron

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Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.