How to review and choose an EIS fund with Dr. Brian Moretta of Hardman & Co episode artwork

EPISODE · Mar 1, 2023 · 25 MIN

How to review and choose an EIS fund with Dr. Brian Moretta of Hardman & Co

from Angel Insights | Your guide to angel investing · host Angel Insights

We had the opportunity to sit down and chat with the incredible Dr. Brian Moretta of Hardman & Co.Brian is a quant by nature, a former fund manager by past, and a fund analyst and reviewer at present. Not to mention, in his spare time, Brian is a professor at the prestigious Heriot-Watt University.Brian spends his days picking apart funds (EIS and VCTs) and creating the reports used by wealth advisors and IFAs so it was a privilege to get his take on how to approach reviewing a fund.Whether you are a first-time EIS fund investor or a seasoned pro, Brian has some great insights to share with you.Don't invest unless you're prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. ⁠Take 2 mins to learn more⁠.

We had the opportunity to sit down and chat with the incredible Dr. Brian Moretta of Hardman & Co.Brian is a quant by nature, a former fund manager by past, and a fund analyst and reviewer at present. Not to mention, in his spare time, Brian is a professor at the prestigious Heriot-Watt University.Brian spends his days picking apart funds (EIS and VCTs) and creating the reports used by wealth advisors and IFAs so it was a privilege to get his take on how to approach reviewing a fund.Whether you are a first-time EIS fund investor or a seasoned pro, Brian has some great insights to share with you.Don't invest unless you're prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. ⁠Take 2 mins to learn more⁠.

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How to review and choose an EIS fund with Dr. Brian Moretta of Hardman & Co

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We had the opportunity to sit down and chat with the incredible Dr. Brian Moretta of Hardman & Co.Brian is a quant by nature, a former fund manager by past, and a fund analyst and reviewer at present. Not to mention, in his spare time, Brian is a...

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