The Small Investor Advantage – Being Able To Make One’s Own Investing Decisions

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During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discusses the small investor advantage and the importance for investors to be able to make their own investing decisions saying: Tobias Carlisle: How was that period of time? Peter Simpson-Morgan: Well, it’s…again, sorry to do this, but let’s go back one step before that. There … Read More

Activism, Done Correctly, Protects Shareholders From Stupid Management Decisions

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During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discusses his approach to activism and the importance of protected shareholders from stupid management decisions saying: Peter Simpson-Morgan: It was entrepreneurial sort of start. And as we grew, I…again, not trying to be arrogant with it, one of the things that we learnt when we … Read More

(Ep.17) The Acquirers Podcast: Peter Simpson-Morgan – Aussie Lynch, Peter Lynch-Style Investing In Australia

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Peter Simpson-Morgan, a legendary Australian fund manager who ran Perpetual managing $13 billion dollars until he started his own firm 452 Capital. Peter provided some great insights into: – The Differences In The Australian Market vs The US – What It Was Like Surviving The 1987 Crash – The … Read More

Investors Don’t Need Benchmark Comparisons, The Starting Point Is Not To Lose Money

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During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discusses why investors shouldn’t use benchmark comparisons, sharpe ratios, and the like saying: Tobias Carlisle: So, you no longer have multi-billions of dollars that you have to get into the companies, and you don’t have a board telling you to buy News Corp at the … Read More