Weekly Thoughts 18 November 2013

I had a good morning of learning today. Firstly I spent some personal time with a fund manager at Marriott after I had sent him some questions around different asset allocation strategies and the resultant change in income growth over long periods of time. Thereafter I was invited to sit in on an investment committee meeting while a tele-conference was being held with their asset manager on the Isle of Man. This was very interesting, good to listen to and a first for me to be invited into such a meeting. I think I will try and get invited into another such meeting when the agenda includes whether or not to include a new stock (the shares of a listed company) on a fund buy-list. This will be good information to hear.