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Fund manager diary: James Buckley
['Portfolio Adviser']
Portfolio Adviser
A good example is Chubb Insurance, held in our Thoughtful World Equity fund.
While sell-side analysts have focused on excess capacity in the high-end US property insurance market, management emphasised how Chubb’s diversification limits the impact.
TuesdayI catch 6.46am out of Euston to Manchester, where most of our team are based and I’ll work the rest of the week.
WednesdayOur morning team meeting begins with a discussion of Visa’s latest results.
Much of the day is taken up going through the results and sharing some thoughts and key takeaways with colleagues.