In this episode of Fund Selectors, host Lucy Walker interviews Carly Moorhouse, an award-winning fund research analyst at Quilter Cheviot.

The conversation explores Carly’s approach to fund selection, highlighting her emphasis on trust, passion, and investment philosophy. Carly shares insights into the importance of meeting managers face-to-face, the unique strengths of boutique managers, and her experiences from global research trips.

They also discuss the value of personal instincts in fund selection and Carly’s sociology background’s influence on her career.

0:03 – Introduction by Lucy Walker

0:21 – Guest introduction: Carly Moorhouse

0:57 – Importance of trust in fund management

1:48 – Carly’s human approach to fund research

2:15 – Carly’s principles in fund selection

4:21 – Sticking to a philosophy in tough times

5:05 – Building and destroying trust

6:40 – Importance of face-to-face meetings

10:00 – Carly’s sociology background

13:21 – Attraction to boutique managers

15:27 – Insights from research trips

17:04 – Macro versus micro focus in different regions

20:57 – Recent trips to the US and Asia

26:00 – Growing up in Asia and its impact on her career

31:08 – Carly’s book recommendation

32:06 – Trusting gut instincts in fund selection

34:05 – Final question to next guest