Rob tells:

* How feeling helpless in the wake of 9/11 enabled him to strip away illusions of control

* How market conditions change but the human psyche does not

* How attacking an analyst is not the same as interrogating an investment thesis.

We also discussed:

* How the green economy is attracting real capex, and is an investable phenomenon

* How tough it is to manage money and manage an investment firm at the same time

* How an ability to listen well is characteristic of excellent investment teams.

Rob Oellermann is a portfolio manager at Laurium Capital, and is responsible for the firm’s global equity offering. 

Prior to this he was CIO of Tantalum Capital, a firm that he co-founded, and which was later merged with Laurium.

Before starting Tantalum, Rob was both a fund manager and head of research at Coronation Fund Managers. He started his investment career in 1994 as an analyst at Allan Gray.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newdigate.substack.com