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The Multi-Manager Podcast episodes
- Alternative data with Seb Jory of Tellworth Investments
Big data is often lauded for its potential power in investment management. But what about alternative data and its role in analysing individual companies? In our latest podcast, Adam and Paul chat with Seb Jory of Tellworth Investments, exploring the edge data driven insights can give stock pickers.
24 min - US Growth investing with Edgewood Management
Adam and Scott talk to Edgewood's Alex Farman-Farmaian about his growth focused approach to investing in US equities. Insights include a fascinating anecdote around Jeff Bezos's early expectations for his Amazon business.
30 min - A shock to the system
This month, Adam catches up with fellow team member Anthony Willis to make sense of recent market gyrations and to discuss their expectations for the second half of the year. The podcast was recorded socially distanced from one another, from the comfort of their own homes.
25 min - 22 min
- BMO Multi-Manager People PodcastKelly and Adam sit down with Liontrust's David Roberts to talk fixed income. Discussing the benefits of a strategic and nimble approach, David explains why there are opportunities for those able to spot pockets of value that exists in a low interest rate world.22 min
- BMO Multi-Manager People PodcastIn this inaugural episode of the BMO Multi-Manager People Podcast, Kelly Prior and Adam Norris are joined by colleague and fund manager Anthony Willis to determine whether 2019 was a turning point in financial markets, or if longer term drivers remain at play.22 min
About The Multi-Manager Podcast
From the publisher's feed
Investment is a people business. The Multi-Manager team chat markets and more with some of the most talented managers around.
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