Jay Younger, Investment Analyst, Aubrey Capital, competitive advantage of the "three 15’s", Investing Matters Podcast, Episode 45

Investing Matters

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts.

What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success.

With that in mind, welcome to episode forty-five with Jay Younger, the Aubrey Capital European Investment Analyst and Manager of the Aubrey Capital AIM Portfolio. Jay joined Aubrey Capital Management in 2018. He was previously an Investment Analyst focusing on European Small Cap equities for the Sustainable fund at Kempen Asset Management. Jay is a CFA charterholder and holds the Investment Management Certificate, as well as the CFA UK Certificate in ESG Investing. He graduated from the University of Heriot Watt with a first-class BSc Hons in Economics and Finance.

Jay’s journey to Fund Management is a fascinating one starting from attaining his Loughborough University Sports Scholarship (he was a hugely talented 400 metres sprint athlete) to study Sports Science and Chemistry. To answering calls about Pensions whilst with Aegon to briefly working as an Administrative Assistant with Baillie Gifford before tenaciously self-funding himself through his full-time Degree course at Heriot Watt University having visualised his goal of becoming a fully-fledged Fund Manager.

In this inspiring Investing Matters interview, Jay gives an overview of Aubrey Capital Management’s, their winning investment strategy, the importance of ESG, having one of the best Fund Managers in Sharon Bentley-Hamlyn as your boss and mentor, competitive advantage of the three 15’s, Growth at a Reasonable price, relative valuation matters, the importance of the companies having the ability to self- finance growth, Interest rates cycles, Risk free returns, Re-rating of potential of growth stocks, high growth margins, lean operations, Aubrey’s disciplined selling strategy.

Jay’s personal investing strategy in tech includes investments in Tesla, Nvidia, ASML and tech companies. Loss making companies, appetite for risks, importance of maintaining health, what drives Jay to becoming the best Fund Manager he could ever be and much more.

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.