What Makes A Good Fund? (Part 2): Moats, Risk, And Trustworthiness Teaminvest Wealth Builders podcast

What Makes a Good Fund? (Part 2): Moats, Risk, and Trustworthiness

5d ago 34:42

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What separates a good fund from a great one? In this in-depth episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) explore the qualities that make a fund stand out: sustainable moats, robust risk management, and genuine trustworthiness. Learn how to identify high conviction managers, avoid “closet benchmark huggers,” and spot the red flags that matter most.

Find out why team stability, transparency, and communication are essential for long-term success—and get practical tips for your own fund research. Don’t forget to download our free Fund Due Diligence Checklist from the show notes! Download your Fund Due Diligence Checklist

What is a moat for a fund—and why does it matter?
High conviction vs. diversification: what’s the right balance?
Why fund manager stability and resources are critical
How to evaluate risk at the manager, style, and product level
The importance of transparency, disclosure, and investor communication
Practical steps for assessing trustworthiness
Free Fund Due Diligence Checklist

Timestamps:
00:00 – Recap & intro
03:00 – Fund moats & differentiation
08:00 – High conviction, active share, and closet benchmark huggers
13:00 – Team stability & key person risk
18:00 – Fund size: too small, too big, just right
22:00 – Assessing risk: manager, style, product
29:00 – Trustworthiness: transparency & communication
36:00 – Download your free Fund Due Diligence Checklist

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About Teaminvest:
Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.

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23 episodes

What is a moat for a fund—and why does it matter?
High conviction vs. diversification: what’s the right balance?
Why fund manager stability and resources are critical
How to evaluate risk at the manager, style, and product level
The importance of transparency, disclosure, and investor communication
Practical steps for assessing trustworthiness
Free Fund Due Diligence Checklist