Avsnitt
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In this episode of Fund Selectors, host Lucy Walker interviews Carly Moorhouse, an award-winning fund research analyst at Quilter Cheviot.
The conversation explores Carly's approach to fund selection, highlighting her emphasis on trust, passion, and investment philosophy. Carly shares insights into the importance of meeting managers face-to-face, the unique strengths of boutique managers, and her experiences from global research trips.
They also discuss the value of personal instincts in fund selection and Carly's sociology background's influence on her career.
0:03 - Introduction by Lucy Walker
0:21 - Guest introduction: Carly Moorhouse
0:57 - Importance of trust in fund management
1:48 - Carly’s human approach to fund research
2:15 - Carly’s principles in fund selection
4:21 - Sticking to a philosophy in tough times
5:05 - Building and destroying trust
6:40 - Importance of face-to-face meetings
10:00 - Carly’s sociology background
13:21 - Attraction to boutique managers
15:27 - Insights from research trips
17:04 - Macro versus micro focus in different regions
20:57 - Recent trips to the US and Asia
26:00 - Growing up in Asia and its impact on her career
31:08 - Carly’s book recommendation
32:06 - Trusting gut instincts in fund selection
34:05 - Final question to next guest
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In this episode of Fund Selectors, host Lucy Walker interviews Simon Evan-Cook, an experienced fund manager at Downing.The discussion delves into Simon’s investment philosophy, the challenges and opportunities in fund management, and traits that distinguish great fund managers from average ones.Simon discusses the importance of active management, the role of boutiques, and the significance of being true to your investment philosophy.They also touch on industry trends, career risks, and founder fee structures.Timestamps:0:03 - Introduction by Lucy Walker0:34 - Guest introduction: Simon Evan-Cook2:16 - Simon’s investment philosophy3:08 - Belief in active fund management4:09 - Starting with a blank sheet at Downing5:03 - Challenges and opportunities in fund management6:21 - Identifying passionate fund managers7:49 - Traits of exceptional fund managers: “Belicious”10:54 - The importance of being true to one’s investment philosophy13:00 - Evaluating fund managers’ flexibility and decision-making17:03 - The impact of career risk on fund management decisions19:38 - Advice for asset managers on handling career risk23:30 - Simon’s approach to portfolio construction24:57 - The role of diversification in Downing Fox portfolios28:01 - The “Whiskey and Water” model30:45 - Time in the market vs. timing the market32:27 - Blending different investment styles34:30 - Importance of bottom-up stock picking36:09 - Understanding fund managers’ processes38:00 - Team dynamics in fund management41:03 - Curiosity in fund manager meetings42:25 - Advice for asset managers presenting to fund selectors44:50 - Fee structures and their impact48:27 - Founders fees and long-term incentives53:08 - Simon’s recommended book55:30 - Importance of systems thinking57:30 - Final question for the next guest
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