The Visionary
The future, and what is barely possible, reads round the next corner.
James Anderson embodies The Visionary through his deliberate rejection of industry consensus in favour of civilisational stakes, treating investment as societal movement rather than benchmark-beating. He reoriented an entire trust around outlier conviction, reading disequilibrium as opportunity and tolerating years of being misunderstood to capture transformative compounding.
“For years and years and years, I think our longest holding is in Atlas Copco in Sweden, which I first brought in, I think, 1985, and we still own it. But sometimes we've given up and made very bad mistakes on that point of view. We were large owners of Apple.”
“All of us in the West, whether it be Europe, whether it be the UK, or whether it be still more America, have to think through very seriously what the correct societal attitude, regulatory attitude, government policy is towards the internet companies and the e-commerce companies.”
“From the Well, Barry, it probably seems even longer to me because I spent most of my first 15 years or so as an investor in Europe. And so, you know, it's been something that's intrigued, frustrated, and occasionally given hope to me for a very, very long period of time. And I have tended to carry on having quite a big interest in it.”
“First taken over by Softbank. We tried, we were arms bigger shareholders. We tried to persuade them they shouldn't be selling out. It was important to have a critical mass world leading technology companies. Now, we got very little support from that at all levels, and I think that is symbolic of the problems.”
Masters in Business: “James Anderson on Why Fund Management Is 'Broken' (Podcast)”
LISTEN AT THE SOURCE ↗THE RECORD IS CHECKABLE