Weekly Thoughts 10 February 2017

I’ve had a couple of good conversations with various unit trust fund management people recently. Last week I managed to have breakfast alone with the CEO of Marriott, with whom I discussed yields, the daily pricing of unit trust funds and a couple of other matters. This was very worthwhile.

This week I listened to one of Foord’s international fund analysts. They had brought him out from Singapore, where Foord runs an international office. What he had to say was very interesting, although he was a bit dull to listen to! Then on Monday coming I will be having breakfast alone with the very British gentlemen who comes out from Sarasin Fund Managers in London to visit us. Always nice to meet with him.

Important conversations these.