Podcast

Episode 29: Alexander Portz joins us to talk growth investing in the UK and abroad

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MICAHEL FRAZIS     |     4/6/2021

SALT interview with Rachel Pether

SALT interview with Rachel Pether

Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).

Michael Frazis

Portfolio Manager, Managing Partner

This Weeks Guest.

Robert Stretch, MD

 

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Alexander began his career investing in technology for UK funds management giant Neptune, before joining London-based VC fund Redline Capital. It’s rare indeed to speak to someone with experience across the public and private side of tech investing. 

We had a fascinating chat covering robotic process automation, innovation investing, and life in venture capital vs public markets. 

https://www.linkedin.com/in/alexander-portz-3a265236/

https://www.redline-capital.com/

0:50 – Alex talks about his start in public markets
2:30 – Tech investing at Neptune Capital
3:50 – Alex discusses a high-performing company during his time at Neptune
6:20 – Michael and Alex discuss a stand-out semiconductor manufacturer
8:05 – The importance of investing in high quality companies
9:25 – Investing using an EV/Sales ratio and sales growth (Shopify as an example)
9:50 – The opportunity presented by Blue Prism
10:00 – Alex and Michael extensively discuss Blue Prism
15:05 – Alex outlines his firm’s investment in Catalytic, an innovative ‘SAAS-linker’
18:10 – How Alex is finding the change between public markets and venture capital (VC)
20:40 – Carrying out due diligence on a VC deal compared to public markets research (sourcing, sector research etc)
23:05 – The incentives of public companies’ management to always be positive
25:45 – How Alex splits his time within VC
29:20 – Some exciting thematics, such as quantum computing
30:55 – The concept of Moore’s law
33:00 – The highest quality sources of learning in quantum computing
34:24 – The opportunity in mental health software such as Catasys
36:50 – Expensive data paid for by hedge funds
39:30 – The importance of reviewing companies’ real-time data before the rest of the market
41:10 – Some useful data points that can be gathered from LinkedIn
42:40 – Alex’s recent public markets’ investments in high growth SAAS
44:00 – Michael outlines the fund’s recent strategy of buying coronavirus ‘recovery plays’
47:10 – Are MongoDB and Shopify overvalued?
49:50 – Alex discusses his positive outlook on lithium
52:00 – Michael and Alex reminisce on their scientific research projects at Oxford

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