@lost Thks very much for posting the podcast of Tim Carver, as it was the first time for me to listen to him.
Did you get anything particular from this podcast ? Nothing much for me. I would have liked him : - to go further into sector/stock selection and if they recently modified their main focuses (bet on energy and tobacco and avoiding tech), - to give some ideas about potential new products.
Main things I took anyway from this podcast : - he confirms that they are obsessed by every day performance, - also mentions the large diversity of their team, mentioning in particular people who have long/short experience.
