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.
We’ll mainly interview investment managers and will include allocators, analysts and those close to the investment industry. The key criteria is somebody that we’d like to learn from.
Shows will include some background to managers although some shows will ’deep dive’ into a given topic.
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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.
We’ll mainly interview investment managers and will include allocators, analysts and those close to the investment industry. The key criteria is somebody that we’d like to learn from.
Shows will include some background to managers although some shows will ’deep dive’ into a given topic.
Please subscribe and leave a 5 star review. Thanks!
Jane Andrews - BambuBlack - Asia Pacific, Emerging Markets & India
Investment Manager Podcast
45 minutes 35 seconds
2 years ago
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.
Investment Manager Podcast
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.
We’ll mainly interview investment managers and will include allocators, analysts and those close to the investment industry. The key criteria is somebody that we’d like to learn from.
Shows will include some background to managers although some shows will ’deep dive’ into a given topic.
Please subscribe and leave a 5 star review. Thanks!