Discretionary Investment Fund Manager Video Updates

Our discretionary investment fund manager (DFM) partner video updates provide a valuable resource of market insight directly from the portfolio managers.

These videos will assist you to quickly assimilate global market movements and understand how the managers are pro-actively managing their investment portfolios to maximise client outcomes.

Please use the following links If you would like to learn more about our DFM partners.

To learn more about Discretionary Fund Management - click here

If you have questions or queries related to the content of the videos or would like to discuss how you could benefit from a DFM portfolio service we will be more than happy to discuss the options available to you.

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Team Transitory Vs Team Permanent


TAM UK CIO James Penny looks back at the year that was 2021 and takes stock of what lessons were learnt from an investment management standpoint and how they may shape the year to come.

James also looks in depth at inflation, the two camps of thinking – transitory and permanent – and outlines the very different implications each would have on the direction of stock markets in 2022.

January 25 2022

Duration 20 minutes

Further reading :

Learn more about TAM Asset Management

Learn more about TAM ESG Portfolios

What Is A DFM?

Ask Us Anything


A compelling, passionate, frank and straight talking Q&A session with TAM Asset Managements CEO Lester Petch and CIO James Penny.

During the session James deals head on with issues of equity market risk, property investments and their ill-liquid nature, as well as crypto investments.

Attention is also given to ESG fund selection criteria, benchmarks and 'fit-for-purpose' due diligence.

September 21 2021

Duration 50 minutes

Further reading :

Learn more about TAM Asset Management

Learn more about TAM ESG Portfolios

What Is A DFM?

Different Thinking For Different Times


Andrew Jones was a co-founder and CEO of LondonMetric from its inception in March 2010 until its merger with London & Stamford in January 2013.

On completion of the merger, Andrew became chief executive of LondonMetric. Andrew was previously executive director and head of retail at British Land. Andrew joined British Land in 2005, following in the acquisition of Pillar and served on the main board with responsibilities for shopping centres, retail park investment and asset management. Andrew was previously non-executive director of Unite plc for 6 years the UK's leading provider of student accommodation.

In this 38 minute presentation Andrew covers the topics of :

  • The real estate market
  • The logistics sector
  • The LondonMetric overview and their activity
  • Looking forward

September 16 2021

Duration 38 minutes

Understanding Investment 'Risk Washing'


“Risk Washing” is the process of disguising or ‘mislabelling’ the true underlying risks underpinning an investment portfolio. Without understanding these fundamentals, investors can be exposed to risks that they may not have signed up for.

Are you fully cognisant of the risks your portfolio is taking?

Asset Intelligence an institutional research firm recently described this situation as ‘mislabelling’.

June 11 2021

Duration 9 minutes

Further reading :

Learn more about TAM Asset Management

Learn more about TAM ESG Portfolios

What Is A DFM?

Navigating The Macro Landscape


Glyn Owen CEO and Andrew Hardy Portfolio Manager provide a backdrop to the fantastic performance results from their Harmony portfolio range over the 3 months, 6 months and 1 year time frames.

The Harmony Global Equity was up 60.90% over 1 year while at the other end of the risk spectrum the Cautious Income brought in a very impressive 20.30% for the same period!

The two also share important and critical data that shapes their viewpoints on a range of financial issues that will influence portfolio construction going forward.

Although 1 hour 15mins in length, there is a wealth of content within this presentation that you will find extremely valuable.

April 15 2021

Duration 74 minutes

Further reading :

Learn more about Momentum Harmony portfolios

TAM Asset Management


In this video TAM CIO James Penny and CEO Lester Petch look back at the year that was 2020 and discuss the winners and losers during the pandemic year.

The two also discuss the potential opportunities that lie ahead in 2021 and beyond from an investment standpoint.

January 12 2021

Duration 48 minutes

Further reading :

Learn more about TAM Asset Management

Learn more about TAM ESG Portfolios

What Is A DFM?



Assets under management in funds that abide by environmental, social and governance (ESG) principles have surpassed $1 trillion for the first time on record, according to data compiled by Morningstar.

In this CNBC Squawk Box video BlackRocks CIO Larry Fink discusses this milestone event and provides his thoughts and opinions on how this will shape the future of companies activities going forward.

August 18 2020

Duration 7 minutes

Learn more about ESG investing

Momentum Harmony Funds


The new format of Vodcast by Momentum is where topical questions are addressed by the investment fund managers.

The first series of questions cover:

1) Why have markets recovered so quickly since March? (0.55)

2) How have you adjusted portfolios since this crisis began? (3.48)

3) Have markets gone too far, too fast? (6.27)

4) With interest rates at all-time lows, where can investors go for income? (11.40)

Andrew Hardy, Portfolio Manager and co-Head of Research and Glyn Owen, Investment Director tackle these questions with a total watch time of less than 12 minutes.

If you would like to jump ahead to a specific answer, use the time stamps shown above.

July 1 2020

Duration 11 minutes

Learn more about Momentum Harmony portfolios

TAM Asset Management


TAM Webinar - "It is not about timing the market but time in the market"

A great update from TAMs UK CIO, James Penny, outlining the mistakes investors often make trying to 'time the market'.

James also discusses the approach that TAM has employed to best protect client assets and what TAMs outlook and strategy is for the coming months.

April 24 2020

Duration 38 minutes

Learn more about TAM discretionary fund management

Canaccord Genuity Wealth Management


This audio update covers the following important topics:

If you would like to jump ahead to a specific section please use the time stamps shown below.

Listen to the audio recording


4:27 Michel Perera Chief Investment Officer CGWM The investment areas poised to currently benefit.

7:00 ESG principles will be central to all investment.

10:00 US Election commentary and potential consequences.

12:00 The impact of Government debt.

16:00 Further ESG commentary.

17:00 The Rise Of Gold.

18:00 - Richard Champion - Portfolio Manager

An overview of the UK market, Brexit and Oil stocks.

20:00 Dividends outlook for sectors

24:00 Conclusions

August 7 2020

Duration 26 minutes

Learn more about ESG investing

TAM Asset Management


TAM Webinar - "The end of ESG Investing as we know it."

James Penny CIO of TAM Asset Management provides a compelling case for ESG investing post Covid-19.

James also outlines why he believes ESG will become the mainstream investment criteria for fund managers post pandemic and why companies will have to embrace ESG fundamentals.

Watch and listen carefully - the contents have far reaching implications.

April 29 2020

Duration 37 minutes

Learn more about TAM ESG portfolios