You're about to join Neil's Kostrup Larson on a raw and honest journey into the world of systematic investing and learn about the most dependable and consistent yet often overlooked investment strategy.

Welcome to the Systematic Investor Series.

Welcome and welcome back to this week's edition of the Systematic Investor series with Graham Robertson and I, Neil's Castel Blaston, where each week we take the pulse of the global market through the lens of a rules-based investor.

Graham, great to be with you this week. How are you doing? How is London doing? Niels, yeah, pleasure to be here. Thanks for having me. London is good today,

particularly after that result last night. I'm sure you're aware of it. England keeping us

on tender hooks to the 90th minute once more, but yeah, progressing through to the final,

we're all excited mood is

positive it is very exciting absolutely now we've got a very solid lineup thanks to a lot of topics

that you brought along but before we do that i wanted to since it's your first time on the on the

show i wanted to kind of introduce you a little bit

more to our audience learn a little bit more about uh your background and also how you ended up as

a partner and head of client portfolio management at man hl so why don't we start with that sure yeah happy to

um i guess my background is actually quite similar to a lot of Why don't we start with that? Sure, yeah, happy to.

I guess my background is actually quite similar to a lot of people we have here at HL.

I'm very much academic.

I studied physics and then geophysics as an undergraduate.

Seismology then as a postgraduate.

I can remember sitting in my office as a seismologist. I absolutely loved it.

I was working when I could and playing squash and cricket and you name it when I could.

I was aware at that point on the radio, somebody said the average worker in ASDA,

I guess Walmart and Walmart in the US was getting paid more than I was and I kind of raised a little bit of an alarm bell with me. So I thought, right, I had to do something a little bit different. A few colleagues had gone off into finance. It sounded fascinating, sounded like a very interesting industry. So I headed off and joined Credit Suisse, which at the time

was being run by Alan Howard and Chris Rockos, fascinating time developing fixed income analytics,

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