Listen "6: From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines Edge and Differentiation"
Episode Synopsis
UK’s award-winning fund manager Simon Evan-Cook was a senior member of the Premier Miton Multi Asset team, which managed over $5B. He’s now establishing the Downing Fox Fund Range at Downing LLP in London. In this episode, Simon and I discuss:His backstory: from taking a load of jobs he disliked to discovering a love for writing, which brought him to the investment industryWhy the world would need another fund, let alone a fund of fundsThe power of nicheWhy you must be disagreeable to excelWhat role qualitative plays in his research processHis flexibly dogmatic approach to assessing a fundProof that authenticity works in asset managementAdvice for boutiques on their journeyMore About Simon Evan-CookSimon also writes on investment (and beyond), including a monthly column for Citywire Magazine and his investment blog on Medium.com. Outside of work, he enjoys spending time with his family and dog, devouring movies and books, and superficially damaging European golf courses. Resources mentioned in this episode:Book: Any Human Heart by William BoydBook: Range: Why Generalists Triumph in a Specialized World by David EpsteinArticle: Investors: The one thing separating excellent from competentArticle: Should you invest with Han Solo or C-3PO?Article: Should you invest with Indiana Jones?Article: Should you invest with Butch Cassidy & The Sundance Kid
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