Category Archives: Active Management

Warren Buffett’s recommendation: choose passive

Warren Buffett shares his recommendation to investors In the world of investment management one of the most revered active investment managers is Warren Buffett. Known as the “Oracle of Omaha”, Buffett has delivered considerable returns for his Berkshire Hathaway shareholders … Continue reading

Posted in Active Management, Decision Making, Education, Equity Markets, Passive Management, Risk, Thoughts, Valuation | Comments Off on Warren Buffett’s recommendation: choose passive

Einstein, Mourinho & Active Management

Albert Einstein said the eighth wonder of the world was compounding but it seems Jose Mourinho must have taken to reading Einstein’s work during his time off after his Chelsea sacking. The Manchester United manager continues to sarcastically refer to … Continue reading

Posted in Active Management, Financial Markets, Football Related & LFC, Manager Selection | Comments Off on Einstein, Mourinho & Active Management

Thoughts from the London Value Investor Conference

On Thursday of last week I attended the annual “London Value Investor Conference”. This is the fifth year for the conference since it was established in 2012, of what can only be described as an investment marathon of a day … Continue reading

Posted in Active Management, Decision Making, Education, Thoughts, Valuation | Comments Off on Thoughts from the London Value Investor Conference

Be careful where you invest your love…

Valentine’s Day, a day for celebrating love, albeit slightly contrived and infiltrated by the reach of commercialisation that permeates all walks of life. They say love is the most powerful emotion of all, therefore it is no surprise that the … Continue reading

Posted in Active Management, Business Strategy, Decision Making, Financial Markets, Thoughts, Valuation, Volatility | Comments Off on Be careful where you invest your love…

Interview Series: with Blackrock’s Adam Ryan

My latest endeavour to make the subject of financial markets and the economy more accessible to everyone is an interview series where I am intend to interview a range of fund managers, investment strategists and government officials, and to share … Continue reading

Posted in Active Management, Business Strategy, Economy, Financial Markets, Interview Series, Manager Selection, Thoughts, Yearly Outlook, Yearly Review | Comments Off on Interview Series: with Blackrock’s Adam Ryan

Thoughts on Investment Manager Selection

Article appeared in the Sunday Business Post December 13th 2015

Posted in Active Management, Books & Articles, Decision Making, Manager Selection, Thoughts | Comments Off on Thoughts on Investment Manager Selection

The Elusive Search for Alpha: Natural Enthusiasm

I have written recently about the importance of having a clear process in place for the evaluation, selection and monitoring of active investment managers. A well-defined process can help sidestep serial underperformers and shortlist managers actually worth considering. For those … Continue reading

Posted in Active Management, Financial Markets, Manager Selection, Risk, Thoughts | Comments Off on The Elusive Search for Alpha: Natural Enthusiasm

Active Investment Management: The Jose Mourinho Dilemma

Trustee groups I work with face a plethora of choice when implementing an investment strategy.  One important decision is whether to use passive or active investment managers. Passive managers simply look to replicate a particular index. For example, for broad … Continue reading

Posted in Active Management, Decision Making, Manager Selection, Thoughts | Comments Off on Active Investment Management: The Jose Mourinho Dilemma

Active Management: A Football Perspective

Trustee groups face a plethora of choice when implementing an investment offering within a pension scheme.  One important decision is whether to use passive or active investment managers. Passive managers simply look to replicate a particular index. For example, for … Continue reading

Posted in Active Management, Decision Making, Financial Markets, Football Related & LFC, Thoughts | Comments Off on Active Management: A Football Perspective

Adding a dynamic allocation that can adapt to the changing environment

As I think about the outlook for the global economy and financial markets in the year ahead I can’t help but bring it back to a sporting context, in my case football. In preparation for every football match a manager … Continue reading

Posted in Active Management, Business Strategy, Decision Making, Financial Markets, Football Related & LFC, Forecasting, Thoughts, Yearly Outlook | Comments Off on Adding a dynamic allocation that can adapt to the changing environment