• In this episode of The Fund Managers, the Escala CIO Tracey McNaughton interviews Sanjay Ayer, Portfolio Manager and Business Analyst with WCM. This candid conversation explores the characteristics of great investors and how WCM think and do things differently to most other fund managers including having “reflection weeks”, audits of “return on time” and installing airplane seats in the office to encourage creative thinking. We hope you enjoy the discussion.

     

    Visit your preferred podcast channel to play this episode:

    Apple Podcast Spotify Google Podcast
  • Related
Padding
Perspectives: 20.03.2024
Perspectives: Episode 94 – The heat is on AI – literally

In this episode, Escala Partners CIO, Tracey McNaughton, talks about why our investment conviction level is the highest it has been since 2021 and how this has transformed into an overweight position in global over Australian equities. And why is OpenAI CEO Sam Altman investing in fusion?

Listen Now

Perspectives: 07.03.2024
Perspectives: Episode 93 – On women, financial freedom, and motorcycles

In this episode, Escala Partners CIO, Tracey McNaughton, celebrates IWD with a conversation with Lorna Kapusta, Fidelity’s Head of Women & Engagement. How can wealth managers help women achieve their financial goals and become more confident investors? How can the skills learned by a motorcycle rider help ease financial anxiety?

Listen Now

Perspectives: 29.02.2024
Perspectives: Episode 92 – AI: We’ve only just begun

In this episode, Escala Partners CIO, Tracey McNaughton, makes the comparison to the 1990s tech boom and notes by comparison, the market is not that extended right now. AI is going deeper into the economy and broadening across more sectors of the equity market. The ingredients are there for the sustainability of this market rally.

Listen Now

Visit your preferred podcast
channel and subscribe

Apple Podcasts

Spotify

Google Podcast

This is restricted content for clients only – if you are not a client and would like to gain access, please get in touch with one of our advisors to see how we can assist.

Contact

Logout

Modify Password

For your security we have logged you out of the website due to inactivity. Please login again to continue.