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Simon Hallett

9 Podcast Episodes

Latest 6 Nov 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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Ep. 12: Simon Hallett

Citywire: Mistakes Were Made

For the second episode of season 2, we are joined by Simon Hallett.   Simon is the vice chairman of Harding Loevner, an asset manager that specializes in global equities.   He’s also the owner and chairman of Plymouth Argyle Football Club.   Simon tells the Mistakes Were Made team about the dangers of making market forecasts, why portfolio managers shouldn’t put money in their own funds, and how buying a sports team is both the best and worst investment he has made.  

31mins

7 Oct 2021

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Biggest Investing Mistakes & Why Stocks are Overpriced with Simon Hallett

Stansberry Investor Hour

On this week's episode of the Stansberry Investor Hour, we're inviting a different type of guest onto the show. He's a man with tons of experience as an investor... After all, he worked as a portfolio manager for Harding Loevner for many years... But what really sets him apart, is that he is the owner of a professional soccer team in England... This week, Dan invites owner of the Plymouth Argyle, Simon Hallett, onto the show... Simon's not your typical guest, so Dan takes this opportunity to ask Simon all the questions from a successful businessman and sports owner. The two have a lighthearted conversation about what it's like watching your favorite sports team as a child, then growing up to become the owner... Then they pivot to some of the best investing lessons Simon has learned over his many years as a portfolio manager... And Dan picks up on a ton of good advice from Simon that applies to every investor. It's a conversation full of great business and investing insights... from a man with decades of experience to show for it. You can listen to Dan's full conversation with Simon and much more on this week's episode.

1hr 21mins

16 Sep 2021

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[REPLAY] A Conversation with Simon Hallett - Former CIO of Harding Loevner & Owner of Plymouth Argyle FC

The Money Maze Podcast

Simon Hallett, former CIO of the $80 billion asset manager, Harding Loevner, describes his journey from Plymouth, England, to Oxford University and then Hong Kong before boldly heading to the USA. Harding Loevner’s impressive 30 year track record in managing global equities is examined, with a discussion that covers behavioural biases, the need to restrict portfolio managers’ freedom, to the increasing reliance on quantitative disciplines to enhance the investment process. Hallett explains why top-down thinking should be strictly limited in building an equity portfolio, why their firm has only 2 Bloomberg terminals and stock-price watching is actively discouraged. He also discusses the merits of being partially owned by Affiliated Managers Group (AMG).  Finally he then explains his decision to buy Plymouth Argyle Football Club – heart over logic, possibly, but why the management of a football team and player selections have more in common with selecting stocks than you might think. Finally he gives some great advice to “keep your nose clean” and “ stay the course” – applicable for both football and investing! To celebrate our latest interview, featuring Peter Davies of Lansdowne Partners, we're re-releasing this episode thanks to the similar themes discussed. Like Harding Loevner, Lansdowne Partners is focused on international equity investing. Both firms have benefitted from the post-2010 boom in high growth tech stocks. Additionally, both Peter and Simon have links to Oxford University, and both figures cite the sporting world as an inspiration for their investing strategy and philosophy.  Sign up to our newsletter and never miss a release! | Visit our website | Follow us on LinkedIn | Follow us on Twitter

43mins

27 Jul 2021

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Simon Hallett, former CIO of Harding Loevner and owner of Plymouth Argyle Football Club

The Money Maze Podcast

Simon Hallett, former CIO of the $80 billion Asset manager, Harding Loevner, describes his journey from Plymouth, England, to Oxford University and then to Finance. Starting at Midland Bank, Simon moves to Jardine Fleming in Hong Kong, and he describes an amateurish investing world that was transforming, and his decision to swap continents and join Harding Loevner, then a start-up in 1989. Harding Loevner’s impressive 30 year track record in managing global equities is examined, with a discussion that covers behavioural biases, the need to restrict portfolio managers’ freedom, to the increasing reliance on quantitative disciplines to enhance the investment process. He describes the challenge of staying with winners and the difficulties of dealing with losing companies, in a portfolio context, and what happens when a firm’s assets halve three times in 30 years during bear markets and the challenge of swimming against the current. He explains why top-down thinking should be strictly limited in building an equity portfolio, why their firm has only 2 Bloomberg terminals and stock-price watching is actively discouraged. He also discusses the merits of being partially owned by Affiliated managers Group, AMG.  He then explains his decision to buy Plymouth Argyle Football club – heart over logic, possibly, but why the management of a football team and player selections have more in common with selecting stocks than you might think. Finally he gives some great advice to “keep your nose clean” and “ stay the course” – applicable for both football and investing! Sign up to our newsletter and never miss a release! | Visit our website | Follow us on LinkedIn | Follow us on Twitter

43mins

18 Feb 2021

Most Popular

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Simon Hallett | Owning Argyle, supporting Argyle and the potential of Argyle

Football CFB: Unique Football Content

Plymouth majority shareholder Simon Hallett joins Callum for an in depth chat about his love of Plymouth Argyle and how he went from fan to owner.

32mins

11 Jan 2021

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Simon Hallett on Investing and Soccer (Podcast)

Masters in Business

Bloomberg Opinion columnist Barry Ritholtz speaks with Simon Hallett, who is co-chief investment officer at Harding Loevner, a firm that manages more than $72 billion in assets. Previously, Hallett was the director/investment manager at Jardine Fleming Investment Management in Hong Kong. He is also the chairman and majority owner of Plymouth Argyle Football Club in the U.K. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

1hr 1min

31 Jul 2020

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#191 - Simon Hallett - Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance

The Meb Faber Show

In episode 191, we welcome our guest, Simon Hallett. Simon and Meb start off the conversation with a run-down of Simon’s firm, Harding Loevner, cover its quality growth investment approach as well as its long-term focus. Simon gives some insights into “short-termism” and what it takes and the incentives in place to keep everyone at Harding Loevner focused on long-term investing. Simon walks through the investment framework at Harding Loevner in detail. From a high level, they care about growth, quality, and price and beyond that, Simon walks through the details and what it looks like as ideas work their way through the process. Next, Simon and Meb get into skill vs. luck. Simon emphasizes the role process plays in skill vs. luck, and the post-investment review he and his team go through to analyze the role skill vs. luck played in the outcome of a position. As the conversation winds down, Simon and Meb touch on behavioral finance, and Simon discusses introducing behavioral aspects to the investment process wherever they can. He mentions he think there is a behavioral edge in any market. All this and more in episode 191, including a discussion about Simon’s football club and his most memorable investment.

1hr 11mins

4 Dec 2019

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AYNE 211 - Simon Hallett

Are You Not Entertained?

Simon Hallett, the new owner of a Plymouth Argyle talks about running a community club on 2019, attracting new audiences, player strategies, and “no dickheads”; league politics, and media strategies. Is football like running an investment firm? Obviously discussing mourinho, Bale, sex before games, and Magic Johnson.

1hr 25mins

28 Nov 2019

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Harding Loevner’s Simon Hallett on the Constant Vigilance Required to Keep Its Competitive Edge

WEALTHTRACK

What it takes to beat passive index investing with Simon Hallett, Co-CIO of top growth firm Harding Loevner. WEALTHTRACK #1442 broadcast on April 6, 2018.--- Support this podcast: https://anchor.fm/wealthtrack/support

25mins

7 Apr 2018