‘Investment strategies need to be practical’

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[LISTEN] If what you're doing in the market keeps you awake at night, change it: keithmclachlan with SimonPB on MoneywebNOW investing investment finance Download the podcast

SIMON BROWN: I’m chatting now with Keith McLachlan, investment officer at Integral Asset Management. Keith, I appreciate the early morning time. You were doing a presentation towards the end of last week on fundamentals of investing and the like. During the Q&A you said something which really resonated with…particularly newbies to the market, but I think some old hands as well, [who] are really trying to find the perfect investment strategy.

I think the important thing is, once you understand the basics in financial markets and you’ve got your toolkit, you start to apply it in a way that makes sense to you. The only final step is to make sure that you are being paid for the risks you are taking – and they should be conscious risks. But I like your point around ‘it’s going to be individual for an investor’. I came into the market far too long ago to remember my early days, but I remember going down the Peter Lynch rabbit hole; I remember going down the Warren Buffett rabbit holes – and it was about finding bits and pieces that kind of fitted.

SIMON BROWN: I like your point around there as well. There is a time issue, capacity. Your job is you’re an investment officer. You spend your days reading balance sheets and talking to CEOs and the like, and that’s your job. For most of my listeners, investing is actually a side hustle in many senses. They simply don’t have the hours in the day, and they’ve got to take cognisance of that as well when putting together a strategy.

SIMON BROWN: Yeah. That is actually possible to do. I take your point, there’s loads of risk out there. There’s loads of noise out there, which is also something. Certainly when I was a newbie, I struggled with it.

 

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