Podcasts

Investing beyond the numbers

In our latest edition of the Astute Investor podcast series – ‘Looking beyond numbers with quantitative investing’, Kevin Wan Lum, Deputy Chief Investment Officer of the LGT Investment Office interviews Morry Waked, Managing Director and Head of Investments from Vinva Investments.

  • from Kevin Wan Lum, LGT Deputy Chief Investment Officer
  • Date

 

Key Topics
  • Vinva’s approach to systematic investing is based on a “glass box versus a black box”—it looks ahead. Morry and his team believe that good quantitative investors are disciplined and unemotional. They use data to analyse the market for investment opportunities.
  • Morry has worked in investment management since the 1990s, beginning his career at Rothschild asset management as a quantitative researcher on markets and investing. He then joined Barclays Global Investors (BGI), which was a world leader in systematic investing, and then went on to become the Global Head and Chief Investment Officer of active equities. It’s during this period where he developed his innovative approach to active investing. He talks to the value of applying an “investment process that is unemotional, disciplined and systematic”.
  • Morry then set up Vinva Investment Management in the mind 2010s. Vinva’s approach to active investing is based on 30 years of accumulated knowledge and the power of combing people and technology. To quote Morry “our people are the architects of our investment process and technology provides the scale”. Employees of Vinva have equity ownership to align with delivering returns in clients’ portfolios.
  • Kevin and Morry then discuss how Vinva utilises data and technology at scale to select investments in an innovative and transparent way. He believes that active management is about innovation and discipline and “to be effective, innovation requires a balance of progress and prudence.”
  • Finally, Morry discusses the similarities in running a global investment firm and being a Board member of a first grade NRL sporting club.

Morry has a long and well-recognised career in active investing globally. During the podcast Morry discusses how successful quantitative investing requires looking beyond the numbers “it’s not just about data and technology but employing high-quality people to create a strong culture that delivers consistent outcomes for clients.”

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