Nathan Bell

Peters MacGregor Capital Management

In the first episode of the Peters MacGregor Global Investing Podcast, Head of Research, Nathan Bell, and Senior Investment Analyst, Trevor Scott discuss recent market volatility and building a portfolio of high quality companies, such as NVR and Amazon, that will deliver value over the long-term regardless of short-term market... Show More

Peters MacGregor Capital Management

Chief Investment Officer, Wayne Peters, and Head of Research, Nathan Bell explain the investment case of listed holding company, Fairfax India. Fairfax India provides investors exposure to high quality private and public businesses in India. Fairfax's key assets include Bangalore International Airport, IIFL Holdings, NCML and Sanmar Chemicals. Show More

Peters MacGregor Capital Management

Predicting changes in macroeconomic variables consistently is impossible, so we prefer to bet on trends that will persist regardless of the macroeconomic environment. One such trend is growing internet usage. Liberty Broadband potentially offers a unique way to hold Charter Communications, which we believe will soon receive regulatory approval to... Show More