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United Kingdom

also referred to as: u.k. · uk

15 statements across 15 episodes · 4 bullish · 5 bearish · 15 people on the record · first statement May 22, 2017 by Charlie Ellis · said 270 times in 105 episodes since 2017 · across every show →

Mentions by year

brought up most by James Aitken (31), Sandra Robertson (19), Ted Seides (16), Tilly Franklin (11), Louis-Vincent Gave (8), Farouk Miah (7), Sir Paul Marshall (6), Drew Dickson (6)

tap a year for its mentions
00301060202017201820192020202120222023202420252026episodesmentions
010202017201820192020202120222023202420252026episodes it came up in
002104202017201820192020202120222023202420252026episodesmentions per episode
2026 11 mentions in 5 episodes 2 per episode
2025 11 mentions in 9 episodes 1 per episode
2024 28 mentions in 10 episodes 3 per episode
2023 51 mentions in 17 episodes 3 per episode
2022 50 mentions in 16 episodes 3 per episode
2021 13 mentions in 10 episodes 1 per episode
2020 60 mentions in 15 episodes 4 per episode
2019 18 mentions in 8 episodes 2 per episode
2018 17 mentions in 8 episodes 2 per episode
2017 11 mentions in 7 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about United Kingdom, oldest first

May 22, 2017 negative
Assertion Supported
Ellis: Over 10 years, 84% of US and 87% of UK active funds underperformed
“If you do that, in the United States, the last 10 years, 84% of actively managed mutual funds underperformed the market they chose to beat, and then just for interest, You see the same information for the UK? There, it's 87% underperformed.”
Charlie Ellis May 22, 2017 ▶ 33:49 Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
Aug 19, 2019
Assertion Partly supported
Druley: Impact investing demand is larger in Europe than the US
“And it's as big as it is in the U.S., it's even A bigger deal in the UK and Europe.”
David Druley Aug 19, 2019 ▶ 31:22 David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
Feb 10, 2020 positive
Prediction Didn’t hold up
Aitken: UK and EU Will Have Framework Trade Deal by Summer 2020
“I think there's a good chance that we have the bare bones of a deal, if you will, about the future relationship between the United Kingdom and the European Union. I think we have the bare bones of a deal by the summer.”
James Aitken Feb 10, 2020 ▶ 33:08 James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
Apr 13, 2020 bullish
Disclosure
Robertson: Oxford Endowment holds UK strategic land for 15-20 year conversions
“One in the UK is long-term holding of what we call strategic land. And that is taking an asset that is currently used for, say, industrial use, and particularly in large metropolitan areas in the UK, huge pressure on housing. And so you can see that this indus…”
Sandra Robertson Apr 13, 2020 ▶ 31:58 Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
Jun 8, 2020 positive
Insight
Nordics are innovators and Canada, Australia are early majority in ESG
“So in that innovator category, you really do see the Nordics and the Dutch, and then the early adopters, you see Europe and UK, and then early majority, you see Canada and Australia, which is really interesting, given, given their economies and the real asset …”
Wendy Cromwell Jun 8, 2020 ▶ 1:05:14 Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
Sep 21, 2020 negative
Opinion
Hedge fund egos are worse in America where wealth equals worth
“It's a very, it's a pretty ego driven industry for management, especially the hedge fund. And I would say it's even worse in the U S than the UK, because in the U S people equate your wealth with your worth.”
Sir Paul Marshall Sep 21, 2020 ▶ 42:40 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
Oct 26, 2020 neutral
Prediction Held up
Papic: UK and EU will likely reach a skeleton Brexit deal
“In negotiations, look, I think the odds are that we do get some sort of deal, likely a deal on a skeleton that they will then negotiate through twenty-twenty-one.”
Marko Papic Oct 26, 2020 ▶ 40:27 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Jul 19, 2021 neutral
Assertion Supported
PE-owned companies account for 6% to 9% of US and European GDP
“Ballpark companies which are under ownership of a private equity owner accounts in the US, in the UK, in France for about six to nine percent of GDP.”
Virginie Morgon Jul 19, 2021 ▶ 55:11 Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
Nov 7, 2022 neutral
Assertion Supported
Miah: In late 2022, several African countries had lower inflation than the US and UK
“Some of our countries have inflation levels lower than the U.S. And the U.K., which I can't remember the last time that was the case.”
Farouk Miah Nov 7, 2022 ▶ 37:11 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
Nov 28, 2022 bearish
Insight
Van Vleet: Rising Real Rates Break Crypto As T-Bills Yield 4%
“When you lift rates from a negative one and a half real to a positive one and a half real stuff just breaks because you would spend so many years with no volatility in rates that almost has broken the country of the UK. And now it's breaking the whole crypto b…”
Charles Van Vleet Nov 28, 2022 ▶ 8:49 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
Apr 24, 2023 negative
Opinion
Wong: UK listed funds suffer from illiquidity and a shallow investor base
“I think the challenge is that UK in general, and then specifically for listed funds, there's not a deep audience and there's not a lot of liquidity for that.”
Rod Wong Apr 24, 2023 ▶ 46:44 Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
May 15, 2023 positive
Opinion
Marc Lasry: The UK legal system is stronger for creditors than the US
“I would say to you, that's true, unless you're investing in the U.K. Because the U.K., the legal system there, is actually stronger than it is in the U.S.”
Marc Lasry May 15, 2023 ▶ 39:07 Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
Oct 16, 2023 negative
Opinion
Corre: UK CMA was doing US bidding on Activision deal before reversing
“I think in hindsight, we recognize now that there was more dialogue between the U.S. And the U.K. Than we had appreciated, and they were probably doing the U.S.'s bidding in a certain way, which is Surprising, but then they really reversed course when the U.S.…”
Isaac Corre Oct 16, 2023 ▶ 41:38 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Jan 22, 2024
Assertion Supported
Franklin: Less than 25% of UK investment professionals are women
“I think in the UK, less than 25% of investment professionals are women, and then as you get to a more senior level, it shrinks to a smaller percentage.”
Tilly Franklin Jan 22, 2024 ▶ 1:01:00 Tilly Franklin – Endowment Model at Cambridge University (EP.363)
Jul 13, 2026 neutral
Assertion Supported
Moyo: UK electricity costs 40¢ per kWh versus 8¢ in China.
“Even for developed countries in other places where I always point to the UK, it's 40 cents a kilowatt hour is the energy price versus China where it's eight cents or the US where it's between 12 and 16 cents.”
Baroness Dambisa Moyo Jul 13, 2026 ▶ 52:02 Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
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