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Conviction investor

Romer-Lee says: “I can be a lonely place, investing. If you have a good idea, back it and back it properly. There’s a tension between business risk and investment risk – companies don’t like funds that have fluctuating returns. They don’t like to worry about underperformance because it takes up marketing time and people start to lose faith. But good fund managers are ballsy investors and ultimately that’s the right thing to do.”

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