Blake Hutchins - Playing To Your Strengths For Sustainable Income Growth

Far From The Finishing Post

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3y ago 41:03

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In this episode of Far From The Finishing Post we speak to Blake Hutchins, co-portfolio manager of the Trojan Income Fund. Blake discusses his upbringing in a family of professional tennis players, drawing analogies between sport and investing, before diving deeper into his investment philosophy of owning good quality businesses that can sustain and grow dividends over the long term.
Show notes:
[1:21] Blake talks about his upbringing and draws parallels between professional sport and investing
[4:45] Individual responsibility within a small and focused team structure
[6:44] Minimising mistakes, maximising strengths and knowing your game
[8:19] Blake's investment philosophy
[11:31] The mistake of simply focusing on dividend yield
[13:54] Blake talks about the subsect of UK companies he favours
[17:03] Combining smaller companies with larger and more predictable ones
[19:37] Discussion around Fever-Tree and managing the distribution of potential outcomes
[25:38] Thinking in ranges rather than having precise valuation targets
[29:21] The resilience and adaptability of quality companies with good economics
[32:31] The importance of good corporate culture
[35:29] The benefits of thinking globally
[40:01] Be deliberate and optimistic

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