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:
Note: This episode was recorded on Wednesday December 12, 2023.
Timestamps
1:20 - Managing short-term views with long-term investing
4:30 - Short-term noise
8:50 - Banking crisis and deposit flight
10:40 - The most important signals across sectors and asset classes
15:30 - Are bond yields too high?
19:40 - Investing is a game of inches, not yards
23:50 - How important is the index?
25:00 - Risk across today's sectors
28:00 - The best risk-adjusted return
33:00 - Know your risk, and invest accordingly
35:40 - Discounting macro is a cop out
42:00 - The thing that should frighten all investors
45:50 - Look for companies with warts
48:00 - The market's getting ahead of itself
49:00 - Biggest career win and loss
52:00 - A company for all seasons
COVID-Crash special with Sam Sicilia and Martin Thompson
How to buy growth companies before they get expensive
Aboud: What I'd buy in a market crash
Finding income in a low-rate world
The theme to dominate this decade in markets
How an everyday investor competes with the pros
Two consumer stocks making it big overseas
50th episode special with Hamish Douglass
Nailing your asset allocation
How to pick stocks like a pro
Investing: A how to guide (Part 1)
Tagliaferro: How the '87 crash shaped my philosophy
Catherine Allfrey: Look over the horizon
The developed world is on the brink of crisis
The importance of saying "no"
Value, growth. Why don't we have both?
How to pick growth stocks that will keep on winning
Montgomery: The economics of enough
The five pillars of a quality stock
The hunt for predictable cash flows
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