What Disciplined Investors Look for in an Investment Fund (Part 1 | Fees, Benchmarks, Performance)

Описание: Choosing an investment fund isn't about chasing performance — it's about discipline, process, and alignment with long-term value investing principles.

In this episode, we break down how disciplined value investors evaluate managed funds. From understanding your investment goals to assessing active versus passive strategies, fees, benchmarks, and documentation, this discussion provides a clear, repeatable framework for fund selection.

Long-term value investors focus on process, philosophy, and whether a fund manager's approach aligns with valuation discipline and risk awareness, especially through market cycles.

Plus, download our free Fund Due Diligence Checklist here to make your research even easier: https://mailchi.mp/teaminvest.com.au/...!

What you'll learn in this episode:
How disciplined investors decide whether a managed fund is right for them
The difference between active and passive funds — and when each matters
Why benchmarks and fees need context, not headlines
How value investors assess fund philosophy, process, and alignment
Where to find the information that actually matters (PDS, TMD, fact sheets)
Common red flags long-term investors learn to avoid

Key topics covered:
Value investing • Disciplined investing • Long-term investing • Managed funds • Active vs passive • Fund selection • Fees and benchmarks • Investment process

Timestamps:
00:00 – Introduction & meet Stuart James
02:00 – What is a good fund?
05:00 – Defining your goals & asset class
09:00 – Active vs passive strategies
13:00 – Understanding benchmarks & performance
17:00 – Fees: price vs value
22:00 – Where to find the right information
26:00 – How to use our Fund Due Diligence Checklist - https://mailchi.mp/teaminvest.com.au/...
29:00 – Next steps for smarter investing

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More Teaminvest:
Website: https://www.teaminvest.com.au
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