Team Super chief investment officer Seamus Collins believes investors are shaped as much by what went wrong as by what went right – and that asset managers and asset owners alike can carry those scars.
Speaking on the Investment Magazine CIO Series, Collins described how investors anchor on their best and worst calls, and how the danger isn’t from taking on the market and losing, but doing so out of an unconscious defensiveness.
Speaking with Lachlan Maddock, Collins also discussed why he disagrees with the trend away from investing in the US, what super funds trading against their own managers reveal about concentration risk, and the five simple decisions that actually move the dial on returns.
In partnership with T. Rowe Price, the Investment Magazine CIO Series is dedicated to in-depth conversations with chief investment officers from Australia's leading asset owners.
What is The CIO Series?
The CIO Series is an exclusive Investment Magazine podcast featuring in-depth interviews with chief investment officers of institutional asset owners including large Australian superannuation funds, public pension plans, endowments and family offices. The series examines the changing role of the CIO — market outlook, asset allocation, portfolio strategy and executive leadership.