Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Monday Aug 10, 2020
Monday Aug 10, 2020
Juan and Andrew met with Sean Sutcliffe, the CEO of Oxford Space Systems, to learn how he deals with uncertainty not only in a start up business but also in a complex environment like space.
RUNNING ORDER:
01:12 Introduction
01:47 How does uncertainty impact a space start up?
03:41 Balancing market and technical uncertainties
05:33 Start-ups vs incumbents: Finding success through exploiting niches
08:14 How do you instil patience in investors over long timelines in a short-term focus environment?
12:30 Utilising milestones to help investors understand the component of time.
14:15 How the scientific approach to engineering testing aligns with market testing
17:49 Coping with failure and unexpected surprises
20:21 Understanding when you need to make a change in direction
24:33 Removing bias from investment cases – the human element in company management
26:51 When a good decision has a bad outcome
29:16 How do you build a successful team?
32:07 Book recommendation
NEW EPISODES:
You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.