iBall interviews Bill Mott, PSigma
December 20th, 2007If Dr Bill Mott were a footballer, he’d be Pele. But since he’s a fund manager we’ll just have to settle for Legend.
So when we came around to planning iBall’s outlook for investors in 2008, we figured, why bother? Let’s get someone who really knows what they’re talking about.
And so it is that we are awesomely grateful to the man for agreeing to perform that task exclusively for us. Or, more accurately, for you. And there’s some pretty good stuff in there, too.
In meantime we’re out to lunch until January 7, when we will be back with a tremendous new programme of, er, programmes. See you then.
Research: PSigma UK Income
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Category: iBall
Heavens! A crunch has become chaos and carnage and the market only seems to go one way –meltdown. Perhaps, it is not the best time in the world to be cheerfully giving investment ideas, given it’s so difficult to pick anything out of all of this mess. Just look at our portfolio.
December 20th, 2007 at 11:33 am
I like Bill Mott’s outlook but why is my investment with his fund down nearly 10% since purchasing it when he launched the fund?
December 20th, 2007 at 1:50 pm
well if you apply his investing principles to him you wouldnt!
December 20th, 2007 at 3:21 pm
Dr Bill had a tremendous career at Credit Suisse and many of my clients were very pleased with their investment under his management, so the touch cant have been lost.
December 20th, 2007 at 7:45 pm
Another excellent interview well worth listening to. Regarding Paul Collins earlier comment regarding his fund:- Quite normal for this drop. If after say 5-10 yrs you are not seeing an average yearly gain of 12%+ then switch the fund manager. Very few if any funds have performed well within the market turmoil since the summer and there is usually an initial drop due to fees and commission. I remember my once financial advisor placing my hard earned cash into the tech boom just before the crash and lost well over 50%. I never recovered more than 70%. I now manage all my investments personally for the better. Bill Mott’s (sorry never heard of him before) philosophy is spot on. He seems to be using the Recovery Approach which offers the greatest returns. The Property portfolios will have received a similar correction but now the financial and property stocks are well worth looking into and should start showing a recovery towards the end of 2008.
December 21st, 2007 at 11:59 am
I am afraid I found Bill Mott very plausible but totally unconvincing. “There are none so profound as those who state the obvious with conviction”. However under the spell of the lovely Susan, I doubt he would keep any secrets if he had any.
December 22nd, 2007 at 4:52 pm
Wow, who cares about Bill, the interviewer is a hottie and fitty!
Is she single?”
December 26th, 2007 at 1:58 pm
What a pleasure to hear such clear and correct English diction from an interviewer.
December 28th, 2007 at 8:50 pm
This has been a particularly turbulent year with the Chinese correction and the Oktoberrisk idiotfest of the bankers, so the Psigma has experienced considerable headwind.
In Psigma for the long run, I too am 10% down, but like Iain, find the interviewer has me 50% up and rearranging my holdings.
December 31st, 2007 at 9:11 am
Is this all I get considering that currently, every page on iii has that blonde in another silly pose somewhere on my screen??
January 2nd, 2008 at 5:00 pm
Nick Sharp-Rees, great post, the humour of which may have been lost on many, I’m afraid!
Good to see sharp wit is alive and well in 2008. My position suffered a similar correction!
January 3rd, 2008 at 2:58 pm
Does anyone have a phone number for the blonde in the blue scarf on the iii front page. I’m afraid I forgot all about my portfolio when I saw her.
I think I’m in love
January 24th, 2008 at 12:08 am
Make that 20% down…now to top up or to start filling another basket? Hmm.