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LT
Fund manager diary: Marcel Stötzel
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Portfolio Adviser
I start the week by looking ahead to the upcoming commitments and begin preparing for them accordingly.
Then I had a meeting with our telecoms analyst, Camilla about a potential new stock idea, followed by an early-look meeting with the management team of a utilities company ahead of their potential IPO.
The meeting was an opportunity for myself and my co-portfolio manager Sam Morse to update the board on our recent performance and latest portfolio transactions.
FridayToday was a deep dive on the stock exchange companies: London Stock Exchange Group (LSEG) and Deutsche Börse.
SundayI flew out to Madrid ahead of the company meetings on Monday and Tuesday and had dinner with some former MBA classmates.
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