Simon Evan-Cook

Person

Heard in 2 episodes across 1 show since Oct 2026

Simon Evan-Cook is a fund manager at Downing Fund Managers, where he works on investment portfolio management and fund strategy.

Episodes

across 1 show

First heard

Oct 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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11 statements

on AI-related public equitiesPositiveOct 19, 2026· Merryn Talks Money
Money could rotate from concentrated AI stocks into neglected assets if the shift is purely rotational.
“there's no reason I think that movement of money out of the massive concentration in AI stocks into all the stuff that's been neglected for three years can't happen as well.”
Listen at 2:26
Open the episode · The Case for Buying Small Caps Now
on Smaller companiesPositiveOct 19, 2026· Merryn Talks Money
Smaller companies will outperform larger companies over time.
“smaller companies will rise more than larger companies over time.”
Listen at 4:32
Open the episode · The Case for Buying Small Caps Now
on Small-company marketsPositiveOct 19, 2026· Merryn Talks Money
Small-company markets are less efficient, enabling skilled managers to generate more alpha.
“that part of the market is also less efficient. So you can make more alpha because you're more likely to find a company that everybody else has ignored”
Listen at 4:39
Open the episode · The Case for Buying Small Caps Now

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

2 episodes featuring Simon Evan-Cook, newest first