In the April edition of Morningstar's ETF webinar, ETF analyst Al Kellett talked to two avid users of ETFs about how they trade and manage exchange-traded funds, and their advice for potential investors in these products.
Kellett was talking to Alan Miller of SCM Private, formerly of New Star Asset Management and Gartmore, and Anthony Christodoulou, founder of Worldtrack. Together, the three discussed the philosophy behind using ETFs as portfolio building blocks, how to choose the right ones, and how to understand best practices when trading ETFs.
Click 'Play' below to list to a recording of the webinar and review the presentation slides.
Alan Miller is a founding partner and Chief Investment Officer at SCM Private. He was formerly CIO and founding shareholder of New Star Asset Management from 2001 until early 2007, where he managed New Star Investment Trust and the New Star UK Hedge Fund.
Prior to that, he was a Director at Jupiter Asset Management between 1994 and 2000. At Jupiter, he launched the first UK equity long/short hedge fund in January 1997, managing it for more than 9 years. Between 1988 and 1994, he was a senior fund manager at Gartmore Investment Management, responsible for managing various balanced mandate pension funds for a number of corporate and local authority clients.
Anthony Christodoulou has been trading and managing exchange-traded funds since 2001 and founded Worldtrack in April 2009. Prior to this he spent three years as a Director of EFG International. He has over a decade's worth of experience in managing the wealth of ultra high-net worth individuals at firms including Merrill Lynch and UBS.
Worldtrack was established in 2009 to offer investors expert advice and investment solutions using ETFs.