Fund selector Q&A: Tibor Luka, Bluecap
Complete this sentence ‘The most important part of my job is….’: To foresee hidden risks.
Complete this sentence: ‘The single most important question to ask a fund manager is…: What makes his approach unique or where does he see his competitive advantage/USP?
Best selection decision: It was made in private equity, in the application of nanotechnology.
Biggest selection mistake: To have entered a fund too early in its life cycle, while it was still under CHF 10 million AuM.
Biggest challenge for the next 12 months: To realize when it is time to gear up for riskier investments.
What essential tools or skills should all fund selectors have: Have your feet on the ground.
What is the worst thing a fund manager can do in an interview: Be approximate.
If I wasn’t a fund selector, I would be a…: Business consultant, as you need intuition and realism.