Andrew Hollingworth, Founder and Portfolio Manager

Andrew is the Founder of Holland Advisors and Portfolio Manager of the VT Holland Advisors Equity Fund.

Andrew seeks out the drivers of superior long-term compound growth for equity investors. These being ownership of businesses with strong Sustainable Competitive Advantages, that are often run by brilliant, visionary owner managers. He then looks to buy such business when they are mispriced by markets, usually during a period of uncertainty.

Andrew set up Holland Advisors in 2008 after a 20-year career in stockbroking and fund management. He founded and has managed the VT Holland Advisors Equity fund since its inception in 2011. He didn’t attend university, instead joining the investment industry when he was 18. He lives and works in Farnham, Surrey, UK and as a sizable investor in his own fund, eats his own cooking. He loves what he does.

Andrew published a detailed piece last week explaining that whilst AI is the new thing few of us fully understand, the capital cycle that is booming around it is not new. He will share what past cycles have taught him and how we can navigate this period.

The piece for those that want to read it ahead of his presentation can be seen on this link: https://hollandadvisors.co.uk/2026/06/24/jun-2026-what-a-capital-cycle-peak-ai-looks-like-part-1/

Dave Broadbank (Managing Director of Wind Energy Services business) - Dave has worked at Earthmill since April 2011. Holding the position of Operations Manager, Director and currently Managing Director. Dave has been instrumental in the continued growth of the business and successful delivery of c.300 installed wind turbines to Earthmill clients and manages the fleet of over 900 operational assets in the UK.

Jack Kelly (CFO of EGT) - Jack is an experienced financial professional with a depth of experience completing M&A transactions across a range of sectors. Prior to joining European Green Transition, Jack worked across Raglan Capital’s portfolio of companies supporting M&A, transaction, licensing and investor relations activities.

Jack is a member of Chartered Accountants Ireland and brings expertise in M&A to the executive team with a focus on structuring deals and carrying out financial and legal due diligence of new opportunities.

www.oxfordtechnology.com

Vp plc are leaders in equipment rental and provide specialist expertise in equipment, people, services and support for critical projects. They operate principally in the Infrastructure, Construction, Housebuilding and Energy markets in the UK and overseas. Businesses include: Groundforce, TPA, Torrent Trackside, Brandon Hire Station, ESS, MEP Hire, CPH, UK Forks, Airpac Rentals and Tech Rentals. Vp Rail is the Group’s integrated rail solution providing customers with direct access to all of Vp’s rail specialisms through a central team.

Our approach to environmental and social impact is guided by our core values and responsible business framework, for more information go to: www.vpplc.com/esg-and-governance/

Alice Woodwark, Chief Executive Officer, Vp plc

Alice recently joined Vp in February of this year and was previously Managing Director at Mitie Communities, and has held leadership roles at Compass Group and Compass UK. She serves as Independent Non-Executive Director of UK housebuilder Vistry Group PLC.

Keith Winstanley, Chief Financial Officer, Vp plc

Keith joined Vp in January 2024 and previously held senior finance roles at both Lookers Plc and KCOM plc. Keith is a Chartered Accountant.

Gretel (www.gretel.co.uk) is an award-winning, free-to-consumer digital platform that helps people find and reconnect with lost, forgotten and dormant financial assets. Created to simplify what has traditionally been a complex and time-consuming process, Gretel enables individuals to search, in minutes, for assets they may have lost touch with across bank and savings accounts, pensions, investments, dividends, life insurance policies and child trust funds.

Using a single, secure online journey, Gretel helps people identify potential connections with financial providers and understand how to begin reclaiming what is theirs. It is designed for anyone who has moved home, changed name, changed jobs, experienced bereavement or simply lost track of financial products over time. Importantly, Gretel also enables bereaved families, executors and those looking after a vulnerable relative to search on behalf of someone else, helping ensure that money does not remain unnecessarily lost when it could make a meaningful difference to individuals and families.

Regularly endorsed by consumer champion Martin Lewis, Gretel has become a trusted route for people seeking to trace missing money without navigating numerous providers, forms and lengthy tracing processes. Its purpose is to put consumers back in control by making it easier to find assets that may otherwise remain unclaimed.

Alongside supporting consumers, Gretel works with financial services organisations to improve customer reconnection, reduce friction and support fairer outcomes, particularly for vulnerable customers. By combining accessible technology with a reunification-first approach, Gretel is helping modernise the UK’s approach to lost and dormant assets—prioritising the return of money to its rightful owner wherever possible.

Duncan Stevens, Founder and CEO

Duncan Stevens is Founder and CEO of Gretel, the free-to-consumer platform helping people trace and reclaim lost, forgotten and dormant savings and investments. A 2025 Consumer Champion of the Year winner, Duncan spent two decades running two of the UK’s most successful tracing businesses, helping reunite more than two million people with savings and investments, prior to launching Gretel in 2022. He is a prominent advocate for simpler, more inclusive financial services, with expertise spanning customer engagement, identity validation and data analytics.

In January, Duncan launched Billions 4 Millions, a nationwide initiative set to reunite the public with £1 billion in lost assets during 2026. He is also a regular media commentator on dormant assets, appearing on BBC and ITV, and has contributed to UK policy development, including work with the Dormant Assets Commission, where he successfully advocated for a reunification-first approach.

Introducing Mello Insights

Mello Insights is a monthly webinar series that takes you inside the minds of leading investors, analysts, and fund managers. Explore the thinking, strategies, and philosophies that drive success - from spotting opportunities to navigating risk - and discover what really sets top market professionals apart.

Mark Simspon

Mark Simpson is a Value investor, writer and presenter. He focuses on finding sources of edge in the market and developing practical ways to overcome behavioural biases. His book Excellent Investing describes this approach and how investors of all types can generate higher and more consistent returns by developing a strategy that plays to their strengths and overcomes their weaknesses.