(00:00:00) – Growing up and connections to the business
(00:01:28) – What sparked your interest in investing?
(00:02:30) – Becoming an analyst in the city
(00:08:18) – Witnessing the 1987 crash
(00:12:28) – Focusing on Asia-Pacific equities
(00:13:45) – 23 years working at Smith & Williamson
(00:18:05) – Being an independent thinker amongst the ‘House view’
(00:20:34) – Forming an Investment boutique
(00:24:18) – Distilling 30 years of experience into your own investment process
(00:27:40) – Lazy balance sheets in Japan
(00:30:33) – Working as a female fund manager
(00:32:17) – Team structure and growing as a boutique
(00:35:40) – The 2022 bear market
(00:37:40) – China and Emerging Market prospects for 2023
(00:39:17) – India: the next manufacturing centre of the world?
(00:42:56) – A day in the life of a CIO
(00:45:09) – Biggest inspirations in the Investment industry
Important Links
BambuBlack Asset Management - https://www.bambublack.com/uk
Jane on Bloomberg Surveillence - 06/01/23 https://www.bambublack.com/uk/insights/videos/bloomberg-surveillance-early-edition-jane-andrews-asia-pacific-2023-investment
Jane Andrews Linkedin profile - https://www.linkedin.com/in/jane-andrews-0228901b8\
Anthony Walters Linkedin profile - https://www.linkedin.com/in/anthonywaltersuk/
#InvestmentManagerPodcast
Introduction
My guest on today’s show is Jane Andrews.
Jane is the CIO and founder of BambuBlack, a UK based investment boutique which specialises in multi-cap listed equities, in the Asia-Pacific region.
Jane has over 30 years of extensive sector experience, spanning 4 decades, and, combined with her team, the firm has over 80 years of investment experience, many of those spent working across the world in local markets.
Join me as we discuss
- Jane’s journey
- Investing in the 1980’s Japanese bull-run,
- And why India could be the next big manufacturing centre of the world.
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