piworld interview: Ben McKeown, Dowgate Capital

This video can be seen at: https://www.piworld.co.uk/2021/01/15/piworld-interview-ben-mckeown-dowgate-capital/

 

Ben McKeown, CFA, Investment Director at Dowgate Capital, discusses how he manages money at Dowgate. We learn some of their investing criteria, and where he sees their current opportunities. Ben tells us that Dowgate Capital’s wealth management division is a younger, more dynamic wealth manager, where they aspire to generate returns of 20% a year, more cost-effectively.

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.

Dowgate Capital: https://dowgatecapital.co.uk/