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How to review and choose an EIS fund with Dr. Brian Moretta of Hardman & Co

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Content provided by Angel Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Angel Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

87 episoade

Artwork
iconDistribuie
 
Manage episode 356728481 series 113249
Content provided by Angel Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Angel Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

87 episoade

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