Fund Selectors

🎙️ Catch the latest episode of the Fund Selectors podcast! Lucy Walker is joined by Matthew Piro, CFA, CFP, Global Head of Oversight and Manager Search at Vanguard This episode dives into: 💡 Vanguard's long history in active management 💡 Their multi-year or even multi-decade approach 💡 What it takes to truly understand a manager’s edge "𝗜𝘁’𝘀 𝗮 𝗹𝗼𝘁 𝗲𝗮𝘀𝗶𝗲𝗿 𝘁𝗼 𝘀𝘁𝗶𝗰𝗸 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗵𝗼𝘀𝗲 𝘁𝗼𝘂𝗴𝗵 𝘁𝗶𝗺𝗲𝘀 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝗮 𝗺𝗮𝗻𝗮𝗴𝗲𝗿 𝘃𝗲𝗿𝘆 𝘄𝗲𝗹𝗹." Tune in on your favourite podcast platform 🎧 Links in comment 👇

Fund selection isn’t about finding the “perfect” manager – it’s about finding the right fit 🔍 In our latest episode, Hannah Evans dives deep into a recent search She talks about the importance of honest conversations and wide horizons Available on all major podcast platforms 🎧

🎙️ Tune into the latest episode of the Fund Selectors podcast! Lucy Walker sits down with Hannah Evans Head of Manager Research at Omnis Investments In this episode, they discuss: 💡 The challenges of filtering a strong fund universe 💡 Why no manager search is ever the same 💡 The critical role of honesty in asset management "𝗡𝗼 𝘀𝗲𝗮𝗿𝗰𝗵 𝗶𝘀 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲, 𝘁𝗵𝗲𝗿𝗲'𝘀 𝗮𝗹𝘄𝗮𝘆𝘀 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝘂𝗻𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝘁𝗵𝗮𝘁 𝘁𝗵𝗿𝗼𝘄𝘀 𝗼𝗳𝗳 𝘁𝗵𝗲 𝗽𝗹𝗮𝗻." Available now on your favourite podcast platform 🎧 #fundresearch #assetmanagement #podcast

🎙️ Tune into the latest episode of the Fund Selectors podcast! Lucy Walker sits down with Ryan Hughes, Investments Director at AJ Bell They dig into: 💡 How asset managers must evolve 💡 Starting at AJ Bell from scratch 💡 The role of culture This episode is packed full of advice for fund selectors and asset managers 🔥 "𝙏𝙝𝙚 𝙢𝙖𝙧𝙠𝙚𝙩 𝙞𝙨 𝙗𝙧𝙞𝙡𝙡𝙞𝙖𝙣𝙩 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙩𝙝𝙚 𝙢𝙤𝙢𝙚𝙣𝙩 𝙮𝙤𝙪 𝙩𝙝𝙞𝙣𝙠 𝙮𝙤𝙪’𝙫𝙚 𝙣𝙖𝙞𝙡𝙚𝙙 𝙞𝙩 𝙧𝙚𝙢𝙞𝙣𝙙𝙨 𝙮𝙤𝙪 𝙩𝙝𝙖𝙩 𝙮𝙤𝙪 𝙝𝙖𝙫𝙚𝙣’𝙩" Available now on your favourite podcast platform 🎧 #fundresearch #activemanagement #podcast

Fund management comes in many shapes and sizes 🙌 And Carly Moorhouse, CFA is here for them 🥳 She refuses to limit her universe by style or approach From one perspective making life more difficult Yet from another making investment (and life) much richer Tune into this Fund Selectors episode to hear more 👂 Available all major podcast platforms 🎧 #activemanagement #assetmanagement #podcast

🎙️ Tune into episode 2 of the Fund Selectors podcast! Join Lucy Walker as she interviews Carly Moorhouse, CFA, fund research analyst at Quilter Cheviot Their conversation covers: 💡 The importance of trust 💡 The value of face-to-face meetings 💡 A golden rule for fund managers Carly knows a thing or two having won Fund Selector of the Year in 2023 🔥 "𝗧𝗵𝗲𝗿𝗲'𝘀 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝘀𝗼 𝘀𝗽𝗲𝗰𝗶𝗮𝗹 𝗮𝗯𝗼𝘂𝘁 𝗳𝗶𝗻𝗱𝗶𝗻𝗴 𝗮 𝗯𝗼𝘂𝘁𝗶𝗾𝘂𝗲 𝗺𝗮𝗻𝗮𝗴𝗲𝗿 𝘄𝗵𝗼'𝘀 𝗱𝗼𝗶𝗻𝗴 𝘁𝗵𝗶𝗻𝗴𝘀 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆" Available now on your podcast platform 🎧 #fundresearch #activemanagement #podcast

It takes a certain kind of person to be a fund manager 😎 Simon Evan-Cook looks for very particular traits 👀 He even created a word - “belicious” Tune into this Fund Selectors episode to hear more 👂 Available all major podcast platforms 🎧 #activemanagement #assetmanagement #podcast

🎙️ Tune into the inaugural episode of the Fund Selectors podcast! Join Lucy Walker, CFA as she interviews Simon Evan-Cook, fund manager at Downing Their conversation covers: 💡 The power of active management 💡 What sets exceptional managers apart 💡 The dangers of career risk Whether you're a fund selector, fund manager, or asset manager, Simon's advice is essential listening 🔥 "𝗬𝗼𝘂 𝘀𝗵𝗼𝘂𝗹𝗱 𝗮𝗯𝘀𝗼𝗹𝘂𝘁𝗲𝗹𝘆 𝗳𝗼𝗹𝗹𝗼𝘄 𝘆𝗼𝘂𝗿 𝗯𝗲𝗹𝗶𝗲𝗳𝘀 𝗮𝗻𝗱 𝗱𝗼 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗯𝗲𝗹𝗶𝗲𝘃𝗲 𝗶𝘀 𝗿𝗶𝗴𝗵𝘁. 𝗜𝗳 𝗶𝘁 𝗴𝗼𝗲𝘀 𝘄𝗿𝗼𝗻𝗴, 𝗮𝘁 𝗹𝗲𝗮𝘀𝘁 𝘆𝗼𝘂’𝘃𝗲 𝗴𝗼𝘁 𝘆𝗼𝘂𝗿 𝗽𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲𝘀 𝗮𝗻𝗱 𝗺𝗼𝗿𝗮𝗹𝘀 𝗶𝗻𝘁𝗮𝗰𝘁" Listen now on all major podcast platforms 🎧 #activemanagement #assetmanagement #podcast