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Back of the NAV
Hosted by Adam Lewis and Julian Marr
Where to listen?
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Episodes
Back Of The NAV Episode 5 03.10.2023 19:30
Adam Lewis and Julian Marr decide that a change in their fee structure is needed after an alarming discovery at just how much their "active" approach is costing team performance.
Back Of The NAV Episode 4 03.10.2023 25:40
Hosts Adam Lewis and Julian Marr look back on a gameweek of missed opportunities as the team underperformed the benchmark again and call on the help of Columbia Threadneedle's head of multi manager solutions Rob Burdett, as they look for the inside track on one of the portfolio's holdings.
Back Of The NAV Episode 3 03.10.2023 31:13
Adam Lewis and Julian Marr reflect on a slight upturn in fortunes in the performance of the team, question if they are being adventurous enough and look at possible changes going into game week 4.
Back Of The NAV Episode 2 03.10.2023 42:18
Adam Lewis and Julian Marr chat to John Husselbee, head of multi asset at Liontrust Asset Management, on the crossover between running multi asset funds and a fantasy football team.
Back Of The NAV Episode 1 03.10.2023 24:23
In the first of a brand new series, Adam Lewis and Julian Marr set about building the ultimate fantasy football team, guided by principals within the investment management industry.
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