42. When bad management ruins good companies

According to Matthew Dobbs, no business is so good that it can’t be ruined by bad management. In this podcast, the manager of Schroder Asian Alpha Plus and Schroder Oriental Income, tells us why meeting company management is so important, why there is ‘moral hazard’ in China and why slower growth is still stronger growth.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.