Podcasts

07 July 2021 | Paul Dixey

Investing in Global Equities with Tim Gregory

In Episode 9, Paul Dixey talks to Tim Gregory, Senior Fund Manager of the Vermeer Global Fund about his career, investment influences and his thoughts for the future.

 

KEY POINTS

• 02:10 - How Tim entered the Fund Management industry, what drew him to the stock market and his advice to graduates entering the industry

• 04:55 - His early influencers, how the veteran fund manager Bill Mott took Tim ‘under his wing’ and how this experience shaped his investment philosophy and processes today

• 06:40 - Launching the Vermeer Global Fund in 2016, investing in high-quality companies but the importance of having a flexible and agile investment approach in today’s markets

• 09:15 - How the pandemic has accelerated the digitisation trend, companies that have benefitted from the crisis and also entrepreneurs who are at the forefront of technological innovation today

• 12:15 - The Vermeer Global Fund’s unique exposure to Japan and factory automation as a key investment theme

• 17:00 - The team’s edge in what is a very competitive environment for global equity fund managers and his appreciation for what Nick Train and Terry Smith have achieved throughout their careers

• 20:00 - What Tim thinks about inflation, in the short and long term, and how he is positioning the fund accordingly

• 26:25 - The biggest challenge facing Tim and other active managers over the long term and what he hopes to achieve with the Fund over the next five years

• 29:00 - What he learnt from the pandemic, admitting when you have made an investment mistake and ‘taking your medicine’ early

• 34:20 - We finish with Tim’s favourite film and also which investment gurus he would want to share a bottle of red with

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