S3 Ep. 33 The fundamentals of fund research with Deb Clarke

Investment Uncut

This week we’re joined by Deb Clarke. These days, Deb is a NED following a long career in the City spanning asset management and fund research. We discuss – what Deb thinks the consulting and fund management industry have got right and wrong over the years. We dive into some of her principles for fund research, as well as some of her worst research meetings. We talk about some of the most important and underrated questions to ask fund managers and things managers do wrong. We cover principles for investing in general and thoughts on fund research in today’s world. Whether you’re a consultant, asset manager, or fund investor, we think you’ll take a lot of useful insight from this great conversation.