How to review and choose an EIS fund with Dr. Brian Moretta of Hardman & Co

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Recorded01 Mar 2023

Publisheranchor.fm ↗

Handlerec:12457618

Show notes

We had the opportunity to sit down and chat with the incredible Dr. Brian Moretta of Hardman & Co. Brian is a quant by nature, a former fund manager by past, and a fund analyst and reviewer at present. Not to mention, in his spare time, Brian is a professor at the prestigious Heriot-Watt University. Brian spends his days picking apart funds (EIS and VCTs) and creating the reports used by wealth advisors and IFAs so it was a privilege to get his take on how to approach reviewing a fund. Whether you are a first-time EIS fund investor or a seasoned pro, Brian has some great insights to share with you.

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