Humeau wrote:I like Smith's straight taking and consistent approach, his clear explanations and the fact that what he says all too often turns out to be true. The fact that he achieved 14+% returns over 6-7 years with Tullet Prebon's pension fund through the financial crash and 18% in over a decade since starting his own fund is all that really matters.
He is open about his mistakes and his reliance on Julian Robbins's analysis. I also suspect he has the nous to leave the fund in good hands, when he eventually stops running it, and has made some good moves in that direction..
I don't think Smith is cocky, either - just confident (and usually correct).
Humeau wrote:I trust to profit from investing in his fund and cloning what he, and the likes of Pat Dorsey, Stephen Yiu and the guys at Polen Capital, do.
I'd like to be able to acess Pat Dorsey or Polen Capital as a UK investor. I think there are problems with USA UTICs.