We’re here to help you learn more about a wide variety of Investment managers, their theories and their investment outlook, in order to challenge your own.
I mainly interview investment managers and, from time to time, and will include allocators, analysts and those close to the investment industry.
The podcast aims to aid discovery of managers, the people behind the investor and to learn more about investment theories. Shows will include some background to managers although others will ’deep dive’ into a given topic.
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(00:01:36) - Katie's Background
(00:03:05) - Connecticut as an investment hub
(00:04:26) - Early influences and family background
(00:06:10) - Studying finance and international business
(00:07:42) - Women on Wall St
(00:13:44) - Technical Analysis is not widely adopted in the Investment space
(00:17:01) - Focusing on Equities
(00:18:12) - The use case for Technical Analysis in institutions
(00:20:37) - Do Macro factors blend with Technical views?
(00:23:32) - Technical Analysis is perception of data, not the data itself
(00:24:42) - Starting an investment business
(00:27:34) - How Katie built a retail investment investor following
(00:30:15) - The catalyst for entering portfolio management
(00:32:40) - Leap of faith in launching an Active ETF
(00:35:02) - The case for a sector rotation investment strategy
(00:38:00) - Technical indicators that Katie uses to form a view
(00:40:07) - Quantifying Maco factors
(00:42:29) - Advice for Emerging Managers
(00:45:05) - Biggest inspirations in the Investment industry
Introduction
My guest today is Katie Stockton.
Katie is Founder and Managing Partner of Fairlead Strategies, an independent research firm and investment advisor focused on technical analysis. Katie has spent more than 20 years on Wall Street providing technical research and advice to institutional investors.
She is the portfolio manager for the Fairlead Tactical Sector ETF and is a contributor for CNBC and other financial news networks.
Join me as we discuss:
How and why Katie got into technical analysis
The types of technical indicators that Katie uses
Launching a business as a female founder
Important Links
Fairlead Strategies - https://www.fairleadstrategies.com/
#InvestmentManagerPodcast
10 Mar 2023
Dede Eyesan - Global Outperformers and Unsung Heroes
Dede is the founder and CEO of Jenga Investment Partners, a Global Investment Company leading the next generation of investors. He is also the author of ‘Global Outperformers’ a study of the top performing global listed companies returning more than 1,000% in 10 years.
Join me as we discuss:
Early investing in Nigeria
How to look for 10 baggers over the next decade
Relatively unsung investment heroes, one of which has a surprising story about overcoming seemingly insurmountable hurdles
6 Feb 2023
Michael Gayed - Tidal Financial - The Failure of the Flight to Safety trade
Join me as we discuss
• The value of a ‘risk on/risk off’ approach
• Why 2022 has been history making,
• And why just because there’s new information that could be factored into a model, it doesn’t necessarily mean it’s repeatable.
21 Jan 2023
Jane Andrews - BambuBlack - Asia Pacific, Emerging Markets & India
(00:00:00) – Growing up and connections to the business
(00:01:28) – What sparked your interest in investing?
(00:02:30) – Becoming an analyst in the city
(00:08:18) – Witnessing the 1987 crash
(00:12:28) – Focusing on Asia-Pacific equities
(00:13:45) – 23 years working at Smith & Williamson
(00:18:05) – Being an independent thinker amongst the ‘House view’
(00:20:34) – Forming an Investment boutique
(00:24:18) – Distilling 30 years of experience into your own investment process
(00:27:40) – Lazy balance sheets in Japan
(00:30:33) – Working as a female fund manager
(00:32:17) – Team structure and growing as a boutique
(00:35:40) – The 2022 bear market
(00:37:40) – China and Emerging Market prospects for 2023
(00:39:17) – India: the next manufacturing centre of the world?
(00:42:56) – A day in the life of a CIO
(00:45:09) – Biggest inspirations in the Investment industry
Important Links
BambuBlack Asset Management - https://www.bambublack.com/uk
Jane on Bloomberg Surveillence - 06/01/23 https://www.bambublack.com/uk/insights/videos/bloomberg-surveillance-early-edition-jane-andrews-asia-pacific-2023-investment
Jane Andrews Linkedin profile - https://www.linkedin.com/in/jane-andrews-0228901b8\
Anthony Walters Linkedin profile - https://www.linkedin.com/in/anthonywaltersuk/
#InvestmentManagerPodcast
Introduction
My guest on today’s show is Jane Andrews.
Jane is the CIO and founder of BambuBlack, a UK based investment boutique which specialises in multi-cap listed equities, in the Asia-Pacific region.
Jane has over 30 years of extensive sector experience, spanning 4 decades, and, combined with her team, the firm has over 80 years of investment experience, many of those spent working across the world in local markets.
Join me as we discuss
Jane’s journey
Investing in the 1980’s Japanese bull-run,
And why India could be the next big manufacturing centre of the world.
Contact Investment Manager Podcast
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