This week Nick talks to Chris McVey.

Chris McVey is Deputy Head of Octopus Quoted Companies at Octopus Investments, where he has worked since 2016 and is lead manager of the Octopus UK Multi Cap Income Fund. He has more than 20 years of experience in the UK quoted smaller companies market. Prior to joining Octopus, Chris was a UK small- and mid-cap equity research analyst at Citigroup, and before that spent seven years at Gartmore as an investment manager and analyst, building extensive expertise in UK smaller company investing.

Nick and Chris discuss the significant opportunity in the UK small and mid-cap market, where valuations remain near historic lows despite strong underlying company fundamentals. Chris argues that quality growth businesses, particularly on AIM, are trading at substantial discounts to their intrinsic value due to a lack of investor flows rather than operational weakness. He believes the sector is poised for a re-rating as sentiment improves, creating an attractive entry point for long-term investors.

Chris's Book Choice:
Financial Times Guide to the Financial Markets by Glen Arnold

Chris's Music Choice:
The Best of Ludovico Einaudi playlist

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Alk Brand

Alk Brand is a global agribusiness leader and the Chief Executive Officer of Wynnstay Group PLC, one of the UK’s leading agricultural supplies businesses. With more than two decades of executive leadership experience, he has led major food, agriculture, and supply chain organisations across five continents, including serving as Global CEO of Westfalia Fruit and Hans Merensky Holdings, Managing Director of Richardson Milling, and CEO of Pioneer Foods UK.

Nick and Alk discuss Alk Brand’s lifelong connection to agriculture, from growing up on a farm in South Africa to leading major global agribusinesses and becoming CEO of Wynnstay Group. The conversation explores Wynnstay’s role in supporting UK food security through its feed, arable, grain trading, and retail operations, as well as the company’s growth strategy, investment priorities, and transformation programme, Project Genesis. They discuss the resilience of British farmers, the importance of rural communities, sustainability, innovation, logistics, and technology in modern agriculture, alongside the opportunities for expansion through organic growth and acquisitions. Alk also shares his leadership philosophy, his optimism for the future of UK agriculture, and his belief that Wynnstay can continue to grow by becoming an increasingly integrated and valuable partner to farmers across the UK.

Book Choice
The Goal by Eliyahu M Goldratt

Music Choice
Amazing Grace by Aretha Franklin

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Dr Zaid Al-fagih

Zaid is Founder and CEO of Rhazes AI, an award-winning AI-powered virtual assistant designed to transform clinical workflows. Drawing on his experience as an NHS doctor and humanitarian first responder, he founded Rhazes AI to help clinicians improve productivity, reduce errors and burnout, and strengthen patient care. A graduate of Imperial College London and the University of Oxford, Dr Al-Fagih combines expertise in medicine, policy, and AI, and has published research on the application of emerging technologies in healthcare.

Nick and Zaid discuss Zaid’s journey from NHS doctor to founding Rhazes AI, an AI-powered clinical assistant designed to reduce administrative burdens, improve diagnostic support, and give doctors more time with patients. They explore the challenges facing modern healthcare, including clinician burnout, inefficient workflows, regulatory barriers, and slow technology adoption, while examining how AI can transform healthcare delivery without replacing human judgement. The conversation also covers entrepreneurship, fundraising, healthcare innovation in the UK versus the US and Gulf region, and Zaid’s vision for a future where AI acts as a trusted co-pilot for clinicians, making medicine both more efficient and more human.

Zaid's Book Choices
David Copperfield by Charles Dickens
Guns, Germs and Steel by Jared Diamond

Zaid's Music Choices
al nahr al khalid - eternal river (m. abd al wahhab)
Don't Worry be Happy by Bobby McFerrin

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.