201: Hayden Beamish – The Legwork, Execution and Management of Institutional Investments
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How to Be a Successful Fund Manager at Endeavour
I grew up in Perth, Western Australia, which for those who don't know is the most isolated city in the world and it's a state actually that's abundant in resources. From young age, I've been fascinated by businesses and we've had this market rally from 2010 really onwards,. post-GFC that's been tech and disruptors and high quality growth companies. But the cycle before from my two to say O6, which ended in euphoria, it was very much commodities and property as opposed to Apple or Microsoft where you can understand price and competitors. You have to think about thematics and what's changing in the world if it's technology or politics, ESG. Health
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