Fund Manager Notes

At Money Wise UK, we believe in independent thinking and informed decision-making. During my time at LWM Consultants, I thoroughly enjoyed writing fund manager notes, offering insights from direct meetings and conversations with fund managers. Continuing this practice under my consultancy work, I’m pleased to share some selected meeting notes here.

These notes capture key points, observations, and impressions gathered during meetings with fund managers. They are intended to offer readers — whether financial advisers or individual investors — a window into current market thinking, fund strategies, and manager philosophies.

Important Notice:
Money Wise UK is not a regulated entity. These notes are provided for informational purposes only and do not constitute investment advice or a recommendation to buy, sell, or hold any fund or security mentioned. If you are considering any investment, you must conduct your own research or seek advice from a regulated financial adviser. Money Wise UK accepts no liability for any investment decisions made based on these notes.

We hope you find these insights useful as part of your broader research and learning