Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.
In a special extended feature we go all Zen master with one of Europe's most experienced fund allocators, Clive Hale (aka 'Bear'). Explore his 'unique' philosophy since entering the industry in 1979.
Robert Pirsig sets the scene through his book 'Zen and the Art of Motorcycle Maintenance'. Join two bikers on a journey of the mind. Is Finance a human construct, what of the laws of nature? What does mindfulness actually mean when it comes to deciding on a fund manager? Has ESG approached fanaticism and how do we internalise ESG? Have we gone the wrong way on due diligence? Do we confuse size with quality? How do we respond when a fund goes wrong? Is there room for contrary opinion, today, what about the esoteric like Bitcoin and Non Fungible Tokens?
Bio: Clive has been involved with the investment industry for over 40 years as a fund manager, funds researcher, non-exec director, investment committee chairman, event speaker and consultant. He is a consultant to, amongst others, a company he co-founded in 2012 – Albemarle Street Partners – a boutique investment consultancy and discretionary fund manager, and is co-manager of the Atlantic House Total Return fund.
Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers. My thanks to my guest Clive.. and you dear listener.
Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!
That's 20 episodes, 20 Guests, every 2 weeks... each episode is 25 minutes!
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Credits
George Orwell 'Nineteen-Eighty Four', Public Domain 1.0.
Audio clips: Public domain 1.0, 'Hippies' US Government film (unattributed) clip (1967). Source: Archive.org. Additional Sound effects by Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0. All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0)