The firm employs people like James Anderson, whose minds swivel between the past and the future. Anderson, who was a history major, joined the firm in 1983 and became a partner in 1987. He is now joint manager of the, a growth fund that has beaten its FTSE benchmark by 150 percentage points over the last 10 years.
Anderson's knowledge of health crises informs his view that the pandemic is not the most consequential event of 2020 for investors. Instead, he flags the"I still absolutely believe that the pandemic is obscuring what's been the most important development of the year, which is the changes in the energy area," Anderson told Business Insider in an exclusive interview.
Anderson explained that his initial interest in the company was not based on some concrete forecast of when electric vehicles would become cheaper than internal combustion engine. What was more important was a high probability that the crossover will happen at some point in the future.
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