Some fund managers don't freely disclose how they go about business, for fear of losing a competitive edge (or maybe letting on that they don't have any edge at all). 

Then there's the other school of thought - tell investors how you operate, what you're thinking, and forge ahead as a thought leader. Then, if you're worth your salt, investors pick up what you're putting down and entrust you to manage their capital. 

Today's guest on The Rules of Investing occupies the extreme latter end of that spectrum.

James Gerrish  is the 9th most followed contributor on Livewire. Subscribers might know him best as author of the daily match out report, but that’s certainly not the only hat he wears.

He’s also on the tools – running money at Market Matters across portfolios specialising in growth, income, international equities, emerging companies, and global macro.

We discuss:

• the benefit of holding short-term views when long-term investing;

Note: This episode was recorded on Wednesday December 12, 2023. 

Timestamps