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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181: Wisdom From the Battle Hardened: Timeless Life & Career Insights from Top Global Executives

181: Wisdom From the Battle Hardened: Timeless Life & Career Insights from Top Global Executives

Enjoy a variety of career tips & life lessons from finance leaders in this compilation special.   This episode brings together some of the most insightful lessons and perspectives we’ve gleaned from ...

14 Elo 202511min

180: “News of Our Demise Has Been Greatly Exaggerated.”  Why the City of London Remains a Globally Potent Force - With Sir Alastair King, Lord Mayor of the City of London

180: “News of Our Demise Has Been Greatly Exaggerated.”  Why the City of London Remains a Globally Potent Force - With Sir Alastair King, Lord Mayor of the City of London

Has the demise of London's leading financial services been "greatly exaggerated", and does the underlying evidence tell a very different story? In this interview, held at Mansion House in the histori...

31 Heinä 202535min

179: Unlocking Global Real Estate Opportunities: Perspectives on Risks & Returns (With Brian Kingston, CEO of Brookfield Real Estate)

179: Unlocking Global Real Estate Opportunities: Perspectives on Risks & Returns (With Brian Kingston, CEO of Brookfield Real Estate)

Economist John Stuart Mill observed that “landlords grow rich in their sleep". Yet, as evidenced by the failure over the years of many real estate businesses, success is also highly dependent on entry...

17 Heinä 202548min

178: The Silk Roads: A Decade On - Peter Frankopan, Professor of Global History at Oxford, on the Changing World Order

178: The Silk Roads: A Decade On - Peter Frankopan, Professor of Global History at Oxford, on the Changing World Order

Peter Frankopan is a Professor of Global History at Oxford, and author of The Silk Roads. His work has been both profound and enduring, with the book being translated into more than 45 languages and ...

3 Heinä 20251h 15min

177: The Courtship of Investment Allocators & Managers: Inside iConnections - With Ron Biscardi

177: The Courtship of Investment Allocators & Managers: Inside iConnections - With Ron Biscardi

If you are an asset allocator, what is the most effective way to widen your lens on identifying potential investment managers? And if you are an investment manager, how can you be more effective in me...

19 Kesä 202555min

176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures

176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures

Today we welcome one of the Middle East’s most successful angel investors and venture capitalists, listed in 'FORBES 100 Most Powerful Business Women 2025'. Noor Sweid explains her journey, from ear...

5 Kesä 202549min

175: "The Consultant’s Edge" - Are Investment Consultants Indispensable? With Michael Manning, CEO of NEPC

175: "The Consultant’s Edge" - Are Investment Consultants Indispensable? With Michael Manning, CEO of NEPC

From the 1950s onwards, the foundations of investment consulting were laid, as pension funds and institutional investors sought professional guidance on asset allocation and portfolio management.  T...

22 Touko 202549min

174: Money Maze Podcast Corporate Trailer

174: Money Maze Podcast Corporate Trailer

Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigati...

19 Touko 20252min

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