Relative Return: Lessons from growing an asset manager
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Fraser, principal and portfolio manager at Merlon Capital Partners, about growing an asset manager and exploiting behavioural biases.
Listen as they discuss:
- Setting up Merlon in the wake of the GFC.
- The challenges of running a fund manager.
- The current state of Australian equities.
- Exploiting behavioural biases for investment gains.
- ASIC’s focus on ESG and greenwashing.
AUTHOR
Laura Dew
Recommended for you
In this episode, hosts Maja Garaca Djurdjevic and Keith Ford take a look at what’s making news in the investment world, from President-elect Donald Trump’s cabinet nominations to Cbus fronting up to a Senate inquiry.
In this new episode of The Manager Mix, host Laura Dew speaks with Claire Smith, head of private assets sales at Schroders, to discuss semi-liquid global private equity.
In this episode of Relative Return, host Laura Dew speaks with Eric Braz, MFS portfolio manager on the global small and mid-cap fund, the MFS Global New Discovery Strategy, to discuss the power of small and mid-cap investing in today’s global markets.
In this episode, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Steve Kuper to dive deep into the recent US election results and what they mean for the world.
