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Invest Like… A Portfolio Manager: Kate Howitt Shares Her Best and Worst Investment Decisions

Invest Like… A Portfolio Manager: Kate Howitt Shares Her Best and Worst Investment Decisions

Update: 2023-03-28
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"The dirty little secret of my career — that I can let out of the bag now that I'm retired — is that investing for me was just fun and interesting. I just love businesses. And I felt like, 'wow I can't believe they actually pay me to do this'". 


Kate Howitt is an esteemed ex-Fidelity portfolio manager, and, even though she would have worked for free, that didn't stop her from making big profits. 


Her fund beat the S&P ASX 200 Accumulation Index for 10 years, returning and average of 11.6% annually. 


In this chat we cover:



  • Investing lessons learnt from her prestigious career

  • Investing books that influenced her

  • Her best and worst investments, and why one is bouldering

  • Housing in Atlanta

  • Being comfortable with getting it wrong

  • and treating finances like a cricket worm


 


Follow Kate on LinkedIn here: 
https://www.linkedin.com/in/kate-howitt-42a202169?originalSubdomain=au 


Learn about Kate's bouldering venture here:
https://www.9degrees.com.au/ 


Follow Selfwealth on Instagram here:
https://www.instagram.com/selfwealth.com.au/?hl=en


Follow Selfwealth on TikTok for video snippets of the podcast:
https://www.tiktok.com/@selfwealthaus?lang=en 


 


Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.


 

See omnystudio.com/listener for privacy information.

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Invest Like… A Portfolio Manager: Kate Howitt Shares Her Best and Worst Investment Decisions

Invest Like… A Portfolio Manager: Kate Howitt Shares Her Best and Worst Investment Decisions

Selfwealth