Simon Hallett
The Operator
Execution, delivery and performance, gets the hard thing done.
Simon Hallett reads as The Operator because he institutionalizes discipline over instinct. At Harding Loevner he codified rules that explicitly subordinate the star portfolio manager to structured process, and his five-year holding period functions not as passive patience but as an enforced operational constraint.
“Sure. So leagues here are closed systems and the divisions within a league are mostly closed systems. It's very unusual for a team to move from the American League East to the American League West. So obviously it has happened in the past. But so they're closed systems.”
“Well, it was the first time I traveled anyway other than to France. So everything about it was tremendously exciting. As you say, it was a great time to be in Hong Kong. It was a few years before the rest of Asia began to open up.”
“Of the company. So corporate governance for us, again, is more than just a matter of sticking a finger in the air, making a judgment. We have a series of checklists which have identified the factors that we think are important in assessing overall levels of corporate governance.”
“It's on the same side. We've been at Home Park since 1901. Plymouth is a naval port and Plymouth and Portsmouth are the two big naval ports on the south coast of Britain. So Plymouth was completely destroyed during the war. It was very heavily bombed. And the Argyll Stadium is only a couple of miles from the city center.”
Masters in Business: “Simon Hallett on Investing and Soccer (Podcast)”
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