Investment Manager Podcast

(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: Important Links Fairlead Strategies - https://www.fairleadstrategies.com/ #InvestmentManagerPodcast

(00:00:00) – Early life and investing in Nigeria (00:06:54) – Learning about investing (00:08:39) – Thesis for studying Global Outperformers (00:13:51) – Value, Growth or not that simple? (00:16:41) – The story of Sony (00:20:07) – Small Caps (00:22:26) – Geographic tailwinds (00:29:38) – How important is Qualitative analysis? (00:35:53) – Overcoming hurdles to start an Asset Management firm (00:38:03) – Origin of the name Jenga (00:39:43) – Unsung investment heroes Introduction My guest on today’s show is Dede Eyesan. 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: Important Links Jenga Investment Partners - https://www.jengaip.com/ #InvestmentManagerPodcast

My guest on today’s show is Michael Gayed. Michael is the portfolio manager of the A-TAC mutual fund, alongside 2 rotation-based ETFs. For over a decade he has published the Lead-Lag report, which is focused on delivering detailed risk-analysis alongside highlighting investment opportunities. Michael has also published 5 award winning whitepapers covering defensive strategies and tactical rotation. Join me as we discuss

(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