Stuart Widdowson - The Public Market Private Equity Mindset

About this episode

Stuart Widdowson discusses applying a private equity mindset to public markets and the valuation opportunities in UK small-cap companies.

Guest: Stuart Widdowson – Co-Founder & Fund Manager, Odyssean Capital 🔍 Episode Overview In this episode, Mike Allen welcomes Stuart Widdowson, one of the UK’s most respected small and mid-cap fund managers and co-founder of Odyssean Capital. With over two decades investing across public and private markets, Stuart shares deep insights on valuations, market inefficiencies, and why applying a private equity mindset to listed companies is one of the most compelling strategies in today’s market. Mike reflects on a 20-year professional relationship with Stuart, from sell-side meetings to deep strategic discussions — and now, the evolution of Odyssean Capital’s highly engaged approach to unlocking value in underappreciated UK businesses. 💡 Key Insights & Takeaways • Private Equity Discipline in Public Markets Odyssean applies a focused, hands-on, long-term approach – more akin to buyout investing than conventional portfolio management. • The UK Small-Cap Discount Stuart believes many UK smaller companies trade at 30%+ below intrinsic value, with potential for significant re-rating as capital returns to the market. • Static vs Dynamic Valuation It’s not enough to buy cheap –…

People in this episode

Host: Mike Allen

Guest: Stuart Widdowson

Topics covered

• private equity
• public markets
• investment strategies
• UK small-cap
• valuations

Keywords

• private equity
• public markets
• UK small-cap
• valuations
• investment strategies

Mentioned in this episode

Organizations: Odyssean Capital

Places: UK

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