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Investment Manager Podcast
Anthony Walters
4 episodes
7 months ago
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!
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Investing
Business
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All content for Investment Manager Podcast is the property of Anthony Walters and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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!
Show more...
Investing
Business
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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!