One of the perks of my job is that I rarely run into boring fund managers trying to peddle a “new” take on equity investing. Maybe the moniker of Adventurous Investor puts them off!
What I do spend time doing is talking to strategists tasked by their investment banks with making sense of complex equity markets. They tend to not be the conventional City types.
French banking house SocGen, in particular, has become a haven for slight eccentrics. For years, its strategy team – headed by quantitative analyst Andrew Lapthorne, economist Albert Edwards and equity strategist James Montier – won every award going for their value-driven, contrarian views.
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