Rob tells:
How feeling helpless in the wake of 9/11 enabled him to strip away illusions of control
How market conditions change but the human psyche does not
How attacking an analyst is not the same as interrogating an investment thesis.
We also discussed:
How the green economy is attracting real capex, and is an investable phenomenon
How tough it is to manage money and manage an investment firm at the same time
How an ability to listen well is characteristic of excellent investment teams.
Rob Oellermann is a portfolio manager at Laurium Capital, and is responsible for the firm’s global equity offering.
Prior to this he was CIO of Tantalum Capital, a firm that he co-founded, and which was later merged with Laurium.
Before starting Tantalum, Rob was both a fund manager and head of research at Coronation Fund Managers. He started his investment career in 1994 as an analyst at Allan Gray.
Investment Community #3