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How to review and choose an EIS fund with Dr. Brian Moretta of Hardman & Co
Manage episode 356728481 series 113249
We had the opportunity to sit down and chat with the incredible Dr. Brian Moretta of Hardman & Co.
Brian is a quant by nature, a former fund manager by past, and a fund analyst and reviewer at present. Not to mention, in his spare time, Brian is a professor at the prestigious Heriot-Watt University.
Brian spends his days picking apart funds (EIS and VCTs) and creating the reports used by wealth advisors and IFAs so it was a privilege to get his take on how to approach reviewing a fund.
Whether you are a first-time EIS fund investor or a seasoned pro, Brian has some great insights to share with you.
87 tập
Manage episode 356728481 series 113249
We had the opportunity to sit down and chat with the incredible Dr. Brian Moretta of Hardman & Co.
Brian is a quant by nature, a former fund manager by past, and a fund analyst and reviewer at present. Not to mention, in his spare time, Brian is a professor at the prestigious Heriot-Watt University.
Brian spends his days picking apart funds (EIS and VCTs) and creating the reports used by wealth advisors and IFAs so it was a privilege to get his take on how to approach reviewing a fund.
Whether you are a first-time EIS fund investor or a seasoned pro, Brian has some great insights to share with you.
87 tập
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