In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to discuss the origins of Mayar's business owner approach.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore the process Mayar's analysts follow each quarter when examining companies within the fund.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore why moats matter in building a portfolio.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore Mayar's valuation process.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore the 'Kill the Idea Quickly' phase of Mayar's process and discuss why it is so important in the overall process.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore why Mayar's analysts uses probabilistic valuations when examining companies.
In this episode, Abdulaziz Alnaim (Founder, MD & Portfolio Manager) is joined by Aubrey Brocklebank (Partner, Head of Research & Deputy PM) and Jack Winchester (Senior Analyst) to explore Mayar's accounting and governance checklists and their critical role in the Mayar Process.
A short clip from our Q3 Quarterly Q&A on the opportunities ahead for the Mayar Fund.
A short clip from our Q3 Quarterly Q&A on how global capital is fueling the artificial intelligence race.
A short clip from our Q3 Quarterly Q&A on the shadows of the DotCom winners in the face of the current AI bubble.
A short clip from our Q3 Quarterly Q&A on the upcoming UK budget.
A short clip from our Q3 Quarterly Q&A on Gold equities and why we don’t own gold.
A short clip from our Q3 Quarterly Q&A on the effect of AI development on equity markets as a value investor.
A short clip from our Q3 Quarterly Q&A on what is currently keeping us up at night.
A short clip from our Q3 Quarterly Q&A on picking winners and losers in the AI Race.
Mayar Capital hosts their Quarterly Q&A, answering your questions on the current gold rally, the UK Budget, and the team’s perspective on the accelerating AI race; alongside reflections on the enduring legacy of the dot-com era.
A short clip from Mayar Capital’s Q2 2025 Quarterly Q&A.
Mayar Capital hosts their Quarterly Q&A, answering your questions about performance, outlook, and the markets.
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Abdulaziz Alnaim talks about his journey from deterministic to probabilistic thinking at the Bilateral US-Arab Chamber of Commerce event in Houston, TX, USA.
Mayar Capital's Abdulaziz Alnaim talks to the London Business School's Investment Management Club on Wednesday May 24th 2017.