Fund managers get judged by their investors, prospective investors and peers.
That last category is possibly the most informed of the lot. Fundies know what it's like to put in the work managing money. They pour over financial data, they visit companies on-site, and they make the hard-line calls.
So there may be no higher praise than to be called "a fund manager's fund manager".
Again in this year's Outlook Series, we ask 16 fund managers to name the fund manager to whom they'd hand over their own hard-earned capital.
They've come to the table with a diverse group of fund managers, including those in venture capital. Two of them even nominated one of the co-panellists!
And, in the name of diversification, you'll find that the fundies have often opted for funds that are outside their own wheelhouse.
Guest order in this podcast:
Ben Clark, TMS Capital
Michael Goldberg, Collins St Value Fund
Mary Manning, Alphinity Investment Management
Dion Hershan, Yarra Capital Management
Matthew Kidman, Centennial Asset Management
Robert Gregory, Glenmore Asset Management
Catherine Allfrey, Wavestone Capital
Nick Sladen, LSN Capital Partners
Anthony Aboud, Perpetual Asset Management
Nick Griffin, Munro Partners
Jun Bei Liu, Tribeca Investment Partners
Romano Sala Tenna, Katana Asset Management
Oscar Oberg, Wilson Asset Management
Marcus Padley, Marcus Today
Andrew Clifford, Platinum Asset Management
Note: This vision was filmed on the 6th and 13th of December 2022. You can watch read an edited transcript below:
https://www.livewiremarkets.com/wires/16-funds-the-professionals-would-invest-in