Asking the Right Questions
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 over the last 52…
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 football pundits as ‘Einsteins’…
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 with fourteen investment managers…
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 word is used so…
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 these insights with you….
Thoughts on Investment Manager Selection
Article appeared in the Sunday Business Post December 13th 2015
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 managers that make the…
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 exposure to global equities,…
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 broad exposure to global…
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 sets out his team…
