Many fund managers would probably shy away from comparing themselves to Warren Buffett, who has been feted for decades as the world’s greatest investor. Not Robin Geffen.

The founder and chief executive of Neptune Investment Management is on ebullient form when I make the pilgrimage to his famously out-of-the-way office in Hammersmith. As well he might be. After several years in the doldrums, Neptune has got something of its mojo back.