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Vantage: Hunting hidden treasure – Peter Martin and Toby Clothier on thematic investing, gold miners and the AI bubble

Vantage: Hunting hidden treasure – Peter Martin and Toby Clothier on thematic investing, gold miners and the AI bubble

In this Vantage interview, Peter Martin and Toby Clothier, co-managers of the TM Oberon Theseus Fund, sit down with Neil Shah to explain why thematic investing gives them an edge in a fast-changing world. Between them they bring more than 70 years of equity experience, and they make the case for active, high-conviction management at a moment when passive money dominates and active managers have been out of favour. They walk through how they repositioned the fund as the world shifted from falling inflation in January to a very different backdrop after the Middle East conflict, and why they keep a foot in both camps.

From gold mining M&A and unloved intermediates, to the UK takeover wave and stocks trading at half their NAV, to the ‘picks and shovels’ of the AI bubble and a sceptical take on the SpaceX listing, Peter and Toby explain where they see opportunity, and what worries them. Watch the full interview now.

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