Enterprising Investor podcast

The Boutique Manager Advantage

0:00
19:27
15 Sekunden vorwärts
15 Sekunden vorwärts

David Littleton and Alex Morris co-founders of F/m Acceleration discuss the Boutique advantage, what is it like to set up your own shop, the considerations for going independent, and the skills and traits necessary for successfully managing an independent firm.

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📃 Transcript

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Episode Breakdown:
1:35 The skill sets that people need to have to be successful in going independent and what they should consider before doing so.
4:09 The natural steps that someone would need to go through to start a new boutique firm
8:20 The characteristics that they are looking for to make an investment and to support a new team and firm
11:44 How difficult is the due diligence process?
13:47 Characteristics that make boutiques better or available to create better investment outcomes?
16:41 Crucial ideas and thoughts you would like people to take away
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Related articles and links:
F/m Acceleration
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Find David Littleton here:
LinkedIn

Find Alex Morris here:
LinkedIn

Find Bob Stammers, CFA here:
LinkedIn
Twitter


Find Lauren Foster here:
LinkedIn
Twitter

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