Inside the Special Investments Strategy of the Majedie Investment Trust | Arjun Menon Interview
In this episode, we're diving deeper into the Majedie Investment Trust, with a special focus on a unique part of the portfolio — special investments.
Joining us is Arjun Menon from Marylebone Partners, the trust’s investment advisor. Arjun breaks down what special investments are, how they’re sourced, and why they play a crucial role in delivering high-conviction, high-return opportunities — all while maintaining the trust’s commitment to liquidity and risk management.
We’ll also hear about two real-world examples from the portfolio:
📈 An activist play in US restaurant chain Portillo’s,
💼 And a credit-focused opportunity involving Metro Bank’s bonds.
Whether you're an experienced investor or just curious about how institutional-grade deals are put together, this episode offers valuable insights into how a blend of external managers, direct equities, and special investments creates a truly distinctive strategy.
Listen on:
Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
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00:00 Intro to Majedie Investment Trust
02:47 What is a Special Investment?
04:43 Criteria for selecting a new investment
05:17 Activist campaigns: Portillo's
09:34 Metro Bank bond investment
14:01 What asset classes do you invest in?
14:34 Network is everything
15:33 Staying on top of liquidity
17:45 Can these investments be accessed by retail investors?
19:22 How unique is the Majedie trust's portfolio?
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Canadian Small and Mid Cap Growth Stocks with Jordan Zinberg, Bedford Park Capital | Ep.139
Following the Canadian election we catch up with Jordan Zinberg, President & CEO of Bedford Park Capital to discuss the tariff wars, trends in the Canadian market, three of Jordan's favourite small and mid cap stocks and his post-election wishlist.
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/
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Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
SoundCloud - https://soundcloud.com/armchairtrader/
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00:00 Intro to the Bedford Park Capital fund
01:00 Why no resource bias to the fund?
02:10 The fund's performance
03:17 Canada's exposure to the US tariffs
06:17 Protecting yourself from unpredictability
07:28 Current trends in the Canadian market
08:50 How can you handle volatility?
10:11 IPO activity in Canada
10:54 Is there a sector that Jordan favours?
11:51 A post-election wishlist
14:05 Jordan's favourite stocks
19:33 Looking for dividend stocks
21:44 High-quality family businesses in Canada
24:16 Shareholder activism
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Tesla Stock: Still a Smart Short or Bullish Buy? | Investor Insight
On March 7, we tipped Tesla (TSLA) as a short opportunity when it was trading at $270, down sharply from its $488 post-election high. Since then, the stock has seesawed between $259 and $288, caught in a whirlwind of tariff uncertainty and market indecision.
Now, following Tesla's latest earnings, we're diving deep into what’s really driving the stock:
🔻 Why Tesla remains one of Wall Street’s most shorted stocks
🔥 How vandalism, arson, and plummeting European sales are adding pressure
💰 The role of regulatory credits in Tesla’s profitability
📉 Is now the time to stay short or shift strategy?
Join The Armchair Trader as we break down the numbers, sentiment, and strategies every investor should consider.
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Mining iron ore and transporting it to China - with John Welborn, Fenix Resources | Ep.137
In this podcast, host Stuart Fieldhouse speaks with Fenix Resources Executive Chairman, John Welborn.
John talks about Fenix's simple mining extraction, transport logistics and port services. and their part in Western Australia exporting $60bn of iron ore to China. Stuart and John also discuss how iron ore prices have continued to perform well but given China's economic struggles, John gives his view on other areas that can sustain steel production going forward.
John suggests that the market is irrationally pricing Fenix shares and suggests there could be a re-rate on the back of its production expansion.
00:00 Intro to Fenix Resources
02:23 The Iron Ridge Mine asset
02:54 Western Australia and the global iron ore market
04:17 Who's buying the iron ore?
05:10 Fenix also has a logistics arm
10:45 Other projects and the CZR takeover bid
12:02 Fenix's financial performance
13:08 The iron ore market this year
16:36 Sustainability
19:14 Future plans
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Five great stocks for investors during a trade war | Ep.135
With the financial markets taking a hit as Trump's 'Liberation Day' tarrifs take effect, The Armchair Trader team take a look at five stocks from the UK and Europe that have very little exposure to US tariffs.
Here's a link to our Defence Stocks podcast with Aneeka Gupta of WisdomTree - https://www.youtube.com/watch?v=mCVP_65vAiA
As mentioned in the show here's a link to our Podcast with Mark Segal of Gaming Realms - https://www.youtube.com/watch?v=fGwb6IZpYkw
You can find further insight on these stocks, and many more through our Members content. Sign up for a free trial here - https://www.thearmchairtrader.com/register/
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Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
SoundCloud - https://soundcloud.com/armchairtrader/
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BlueSky - https://bsky.app/profile/thearmchairtrader.com
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00:00 Trump's 'Liberation Day' tariffs
01:56 Not the time to sell
03:23 Babcock
06:25 ME Group
08:09 Implenia
11:14 Volution Group
12:43 Big reversal out of Magnificent 7 stocks
13:20 Gaming Realms
The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.
Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.
Listen on SoundCloud, YouTube or wherever you get your podcasts.
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