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We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out more, please do get in contact with us.

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The information provided during any of Vermeer Investment Management's Art of Investment podcasts does not constitute investment advice nor should it be considered a recommendation to buy or an offer to sell a particular security or investment. It is not intended to address your particular requirements. Vermeer Investment Management Limited, Guests and Presenters may have positions in any of the investments discussed. Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. Past performance is no guarantee of future performance and your capital is at risk.

Jul 7, 2021

In this episode I have the pleasure of talking to Tim Gregory, Senior Fund Manager of the Vermeer Global Fund. We discuss:

  • How Tim entered the Fund Management industry, what drew him to the stock market and his advice to graduates entering the industry.
  • His early influencers, how the veteran fund manager Bill Mott took Tim ‘under his wing’, and how this experience shaped his investment philosophy and processes today. 
  • Launching the Vermeer Global Fund in 2016, investing in high-quality companies but the importance of having a flexible and agile investment approach in today’s markets.
  • How the pandemic has accelerated the digitisation trend, companies that have benefitted from the crisis and also entrepreneurs who are at the forefront of technological innovation today.
  • The Vermeer Global Fund’s unique exposure to Japan and factory automation as a key investment theme.
  • The team’s edge in what is a very competitive environment for global equity fund managers and his appreciation for what Nick Train and Terry Smith have achieved throughout their careers.
  • What Tim thinks about inflation, in the short and long term, and how he is positioning the fund accordingly. 
  • The biggest challenge facing Tim and other active managers over the long term and what he hopes to achieve with the Fund over the next five years. 
  • What he learnt from the pandemic, admitting when you have made an investment mistake and ‘taking your medicine’ early.
  • We finish with Tim’s favourite film and also which investment gurus he would want to share a bottle of red with.  

It was a joy to listen to Tim, his enthusiasm for the stock market is infectious and I really hope you enjoy the show.

www.vermeerllp.com

https://www.linkedin.com/in/tim-gregory-83b68634/

https://www.linkedin.com/in/paul-dixey/