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Billion Dollar Backstory
Trailer
Bonus
Episode 6
Season 1
6: From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines Edge and Differentiation
UK’s award-winning fund manager Simon Evan-Cook was a senior member of the Premier Miton Multi Asset team, which managed over $5B. He’s now establishing the Downing Fox Fund Range at Downing LLP in London.
In this episode, Simon and I discuss:
- His backstory: from taking a load of jobs he disliked to discovering a love for writing, which brought him to the investment industry
- Why the world would need another fund, let alone a fund of funds
- The power of niche
- Why you must be disagreeable to excel
- What role qualitative plays in his research process
- His flexibly dogmatic approach to assessing a fund
- Proof that authenticity works in asset management
- Advice for boutiques on their journey
More About Simon Evan-Cook
Simon also writes on investment (and beyond), including a monthly column for Citywire Magazine and his investment blog on Medium.com. Outside of work, he enjoys spending time with his family and dog, devouring movies and books, and superficially damaging European golf courses.
Resources mentioned in this episode:
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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership