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26/04/18
08:00
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Originally posted by Occam Logic
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While I have great respect for Geoff and Chris and the team they have built, they have no real core experience in global. That is a very different kettle of fish. The PM for the strategy, Catriona Burns, does have experience from her time at Hunter Hall, but her track record there was fairly underwhelming. They have also yet to appoint a team under her. Frankly, this does not engender confidence. You don't launch a product then build a team. I'm sure they'll get there in the end, but this is a definite no go as far as I am concerned. It's shaping up to be just like what happened with Watermark when they went global. Did it too rushed and half arsed and all their funds paid the price (Braitling admitted it too).
All I'll say is be careful on this one.
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Occan, do you have any views on Mary Manning over at EAI?
I saw her once at a EGI / EAI investor seminar, and I would give her top marks for enthuseasm. But what about capability? Any opinion would be appreciated.