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

  • Mar 1 2023
  • Length: 26 mins
  • Podcast

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

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  • Summary

  • 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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