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FYR076 The Art of Selecting Fund Managers with Simon Evan-Cook
Manage episode 427670698 series 3561018
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In this episode of the 'Fund Your Retirement Podcast,' host Lee interviews Simon Evan-Cook, a multi-asset fund of funds manager with over 25 years of experience. Simon shares his journey into fund management, his investment philosophy, and the key principles guiding his strategy, particularly his preference for active fund managers.
He discusses the dynamic nature of fund management, how he identifies exceptional fund managers, and the importance of understanding both the art and science behind investing in funds. The conversation also touches on the pros and cons of active versus passive fund management, the impact of fund size on performance, and the emotional challenges investors might face. Simon emphasizes the value of patience, understanding market cycles, and making informed, long-term investment decisions.
Timestamps:
01:40 Simon's Journey into Investing
02:50 Discovering the Passion for Fund Management
07:06 Simon's Investment Strategy
12:37 Active vs. Passive Fund Management
20:16 Screening for Fund Managers
20:22 Identifying Extreme Funds
22:54 The Hero's Journey of Funds
25:04 Holding Periods and Fund Manager Longevity
26:26 Challenges of Managing Large Funds
00:05 Understanding Fund Dynamics
31:21 Final Thoughts on Active vs Passive Investing
36:35 Book Recommendations and Closing Remarks
If you like the episode, please leave us a review and subscribe for future investor interviews.
Hope you enjoy this episode and have a wonderful day.
Guest Links & Resources:
Visit Simon’s Profile on The Dowing Website Here: https://www.downing.co.uk/downing-fund-managers/vt-downing-fox-funds
Join Simon’s Medium mailing list: https://simonevan-cook.medium.com/
Visit Simon’s Billion Dollar Book Club: https://uk.bookshop.org/lists/the-way-of-the-fox-ten-texts?
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
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