Lucas Hartmann, Former Head of Equities, Fixed Income & Alternatives, NGS Super; Founder & CEO, BeanTree Advisors | Lucas discusses an institutional approach to investment manager selection and due diligence and shares actionable insights for achieving desired investment outcomes over the long term.

Listen to the full interview which covers:

- What are the key factors investors should consider when selecting investment managers?

- When looking at an investment manager’s track record, how do you separate skill from luck?

- What are some tips you can share for gaining valuable insights from due diligence meetings with managers?

- What is the ‘right’ fee to pay an active manager? 

- Investment due diligence tends to focus on selecting managers, how should investors decide when it is time to terminate a manager?

Disclaimer
The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward-looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made.

International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability.

All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein.

Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording.

All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

Syed Zamil, Senior Investment Strategist, Insight Investment | Syed discusses the benefits of a systematic approach to bond investing and how it can be applied to capitalise on the tailwinds driving opportunities in “Falling Angels”.

Listen to the full interview which covers:

- Can you run us through the difference between a ‘fallen angel’ and ‘falling knife’ and how you can tell the difference when purchasing those bonds?

- Systematic equities have been popular for a long time, but systematic fixed income isn’t as popular. Why is that and why is systematic fixed income on the rise now?

- What are the benefits of a systematic approach, compared to a traditional discretionary approach, when accessing fallen angels?

- What technological advancements have allowed Insight to be more efficient and effective in the way you invest?

- Tariffs are affecting all areas of global markets, is this dislocation a good thing for fallen angels (bonds) and, if so, why?

Disclaimer
The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward-looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made.

International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability.

All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein.

Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording.

All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

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Lucas Hartmann, BeanTree

In this episode Lucas Hartmann former nGS etc covers...

List questions we ask:

What are the key factors investors should consider when selecting investment managers?

Disclaimer

The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward-looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made.

International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability.

All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein.

Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording.

All content featured in the this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.