Time for active management
In this episode of 2fold: Take Stock, Caroline Gurney, CEO of Future Generation is joined by Doug Tynan, co-founder and CIO of GCQ Funds Management, and one of our leading Future Generation Global (ASX: FGG) pro bono fund managers.
Known for delivering outstanding returns through a disciplined and highly concentrated investment approach, Doug outlines how recent market uncertainty provides opportunities for active fund managers.
"In investing, everyone's got the same numbers, everyone's got the same annual reports, everyone's got the same share price charts and the same newspapers. None of that sets you apart. What really sets you apart is investing in psychology. Understanding market psychology, understanding your own psychology, and importantly, understanding your own psychological weaknesses."
Doug shares his investment approach – covering his essential checklist, the psychology behind investing, and why he goes to unusual lengths, even driving for Uber, to understand the companies he invests in. From luxury brands to WD-40, Doug explains how he identifies the businesses most likely to deliver strong returns.
Listen time: 38 minutes. (VIEW LINK)
Transcript available here.

3 topics
1 stock mentioned