Episode notes
Summary
In the latest episode Peter and Jonathan, quoting Warren Buffett liberally, take a look at the dynamics of the fund management business, the factors that make for a successful long term relationship between investors and the stewards of their money and the reasons why in a sales-driven industry mutual happiness is only achieved by a minority of firms.
00:31 - Welcome back
01:15 - The importance of marketing and communications
05:05 - Getting and keeping clients
09:03 - Value for money
14:37 - Judging the best performers
19:44 - Risks in finding good managers
23:44 - Managers balancing time and priorities
27:22 - Publicly quoted fund management companies
32:09 - Close
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Jonathan Davis started his career ...
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fundmanagement