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How do we pick which companies to invest in?

Published: February 22, 2026 at 10:38 pm

Author: Chris Maguire

John Goold knows a thing or two about investing.

He’s the CEO of activist investor Kelso Group Holdings, which has invested in the likes of THG and NCC Group.

Last week Kelso announced to the stock market its latest investment in CVS Group UK – which came hot on the heels of their investment in the over-50s group Saga.

Their investment in Saga saw a near 45 per cent rise in their outlay in the first six weeks.

In a fascinating insights piece, Goold explains their approach to investment – and why he thinks the best is yet to come.

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