28: Simon Hallett, former CIO of Harding Loevner and owner of Plymouth Argyle Football Club
Money Maze Podcast18 Helmi 2021

28: Simon Hallett, former CIO of Harding Loevner and owner of Plymouth Argyle Football Club

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Simon Hallett, former CIO of the $80 billion Asset manager, Harding Loevner, describes his journey from Plymouth, England, to Oxford University and then to Finance. Starting at Midland Bank, Simon moves to Jardine Fleming in Hong Kong, and he describes an amateurish investing world that was transforming, and his decision to swap continents and join Harding Loevner, then a start-up in 1989. Harding Loevner’s impressive 30 year track record in managing global equities is examined, with a discussion that covers behavioural biases, the need to restrict portfolio managers’ freedom, to the increasing reliance on quantitative disciplines to enhance the investment process. He describes the challenge of staying with winners and the difficulties of dealing with losing companies, in a portfolio context, and what happens when a firm’s assets halve three times in 30 years during bear markets and the challenge of swimming against the current. He explains why top-down thinking should be strictly limited in building an equity portfolio, why their firm has only 2 Bloomberg terminals and stock-price watching is actively discouraged. He also discusses the merits of being partially owned by Affiliated managers Group, AMG. He then explains his decision to buy Plymouth Argyle Football club – heart over logic, possibly, but why the management of a football team and player selections have more in common with selecting stocks than you might think. Finally he gives some great advice to “keep your nose clean” and “ stay the course” – applicable for both football and investing.

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189: From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest

189: From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest

When we interviewed Howard Marks in March of 2025, he observed, “It's the pioneers who get the arrows”. Many consider a 21st century investment pioneer to be Cathie Wood. She embraces disruptive inno...

4 Joulu 20251h 22min

188: Yield, Shield, and Scale: Inside the Ares Management Playbook (With Blair Jacobson, Co-President)

188: Yield, Shield, and Scale: Inside the Ares Management Playbook (With Blair Jacobson, Co-President)

Ares is recognised as one of the leading global alternative investment managers, investing across credit, real estate, private equity and infrastructure.Listed on the NYSE, it has over 4,000 employees...

27 Marras 202555min

187: Investing & Philanthropy - With Sir Chris Hohn, Founder, TCI Fund Management & CIFF

187: Investing & Philanthropy - With Sir Chris Hohn, Founder, TCI Fund Management & CIFF

In September we held our inaugural Money Maze Allocator Summit and over the two days there was fantastic discussion, debate, insights, disagreement and a lot of learning. It proved incredibly popular...

13 Marras 202549min

186: Rare Earths, Energy, and the Green Agenda (Money Maze Allocator Summit 2025)

186: Rare Earths, Energy, and the Green Agenda (Money Maze Allocator Summit 2025)

On 30th September and 1st October 2025 we held our inaugural Money Maze Allocator Summit (MMAS). We gathered 120+ global investors & allocators - many of whom have been previous guests - for 2 days of...

30 Loka 202552min

185: RIT Capital Partners: Global, Unconstrained, Undervalued? A Conversation with Maggie Fanari (RIT CEO)

185: RIT Capital Partners: Global, Unconstrained, Undervalued? A Conversation with Maggie Fanari (RIT CEO)

Founded in 1971 as the Rothschild Investment Trust, RIT Capital Partners PLC, continues today with a mandate to preserve and grow capital across generations through a multi-asset, global and unconstra...

16 Loka 202541min

184: From Westminster to Silicon Valley: A Connected World at Risk - Sir Nick Clegg on threat to Global Connection in the Age of AI & Political Conflict.

184: From Westminster to Silicon Valley: A Connected World at Risk - Sir Nick Clegg on threat to Global Connection in the Age of AI & Political Conflict.

It’s not every guest who would admit in their new book, with brutal honesty, “I’ve been vilified, satirised, protested against- a hate figure both on left and right.”  But it is also uncommon, if not...

18 Syys 20251h 18min

183: How Good of a Communicator Are You? Messaging, Reputation, Trust & Strategy in the Age of AI - With Jen Prosek, CEO and Founder of Prosek

183: How Good of a Communicator Are You? Messaging, Reputation, Trust & Strategy in the Age of AI - With Jen Prosek, CEO and Founder of Prosek

Today’s episode started as “Good Investor, Poor Communicator”, but as we researched this topic ahead of the conversation it became a bigger theme than simply, why at times, great investment managers a...

9 Syys 202552min

182: Private Credit: Hype, Hazard, or the Next Big Thing in Long-Term Growth? With Huw Van Steenis, Vice Chair of Oliver Wyman.

182: Private Credit: Hype, Hazard, or the Next Big Thing in Long-Term Growth? With Huw Van Steenis, Vice Chair of Oliver Wyman.

When someone speaks with a deep of understanding of the banking and finance systems, is widely respected, and then expresses a strong but debatable view, about a developing asset class, we think it’s ...

28 Elo 202551min

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