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The UK Investor Magazine was delighted to welcome Dan Higgins and James Bloomer from Marylebone Partners to discuss Majedie Investments’ deeply diversified approach to delivering value to shareholders.

Majedie Investments is an investment trust like no other.

Dan provides an overview of their differentiated approach, which allocates the portfolio across direct investment, special investments, and external fund managers.

The portfolio contains UK stocks such as Weir Group, a copper-focused ETF, and uranium investments that can’t be named, as well as investments with deeply specialised fund managers that UK retail investors simply don’t have direct access to.

Find out more about Majedie Investments here

The conversation explores their contrarian philosophy. Most investors forecast markets. Marylebone doesn’t. Their portfolio deliberately diverges sharply from global equity indices. They explain why non-consensual thinking matters and why they’ve avoided the mega-cap U.S. stocks that dominate benchmarks.

The U.S. has led global markets for over a decade. But Higgins and Bloomer question whether this regime is permanent. They dig into America’s position as a net debtor to the world and explain why the net international investment position should matter to investors.

Emerging markets have disappointed for years. Yet that long underperformance may be the opportunity.

Bloomer, fresh from another research trip to China, addresses what investors misunderstand about Chinese policymakers and outlines the country’s deep appeal. We explore ideological risks shaping markets today.

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Join us for an in-depth conversation with Craig Martin, Chairman of Dynam Capital, the investment manager behind Vietnam Holding (VNH). As Vietnam celebrates its newly acquired emerging market status and its equity index reaches record highs, Craig shares his insights on one of Asia’s most dynamic investment opportunities.

Find out more about Vietnam Holding here.

We explore the immediate impact of global tariff pressures on Vietnam’s economy and equity markets, examining how the country is adapting to these headwinds. Looking beyond short-term challenges, Craig discusses Vietnam’s economic transformation over the past year and whether the recent upgrade to emerging-market status has triggered the anticipated institutional inflows and IPO activity.

With Vietnam’s leadership targeting ambitious 10% GDP growth, we assess what’s needed to achieve this milestone. Craig provides his perspective on why some may be underestimating Vietnam’s economic resilience.

The discussion turns to portfolio strategy, with Craig walking through significant rebalancing decisions over the past year and highlighting where he sees value entering 2026. We examine specific holdings and new positions, exploring how attractive valuations and strong economic fundamentals are shaping investment decisions at a time when many Vietnamese stocks remain compelling on a P/E basis.

Craig concludes by sharing what excites him most about the year ahead for Vietnam’s equity markets and the opportunities available to investors willing to look beyond headline risks.

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