The Children Are Our Future with Sir Chris Hohn

This episode of the FEG Insight Bridge features Sir Chris Hohn, founder, managing director, and portfolio manager of The Children’s Investment Fund (TCI), which includes the Children’s Investment Fund Foundation (CIFF), a charity Chris endowed that seeks to improve the lives of children and adolescents living in poverty in developing countries through strategies that have lasting impact. In recognition of his incredible philanthropic activities, Chris was knighted by the Queen of England! Known for a deep commitment to his convictions, Chris shares his thoughts on finding companies with moats, when (and how) to be an activist, and why climate change should matter to everyone. Chris’ keen insights, hilarious anecdotes, and shrewd observations remind us that being liked is not nearly as important as being tenacious—and, of course, being right. Be sure to listen in on this illuminating conversation!

Chapters

00:00 Intro

00:36 Episode Overview

01:50 How Chris Got Started in Investing

03:25 The Original Idea Behind TCI

05:34 The Thought Process Behind TCI’s Investment Strategy

10:47 How to Find (and Size) Companies with Sustainable Moats

19:13 When to Become Active as a Shareholder

23:29 History and Achievements of the Children’s Investment Fund Foundation (CIFF)

27:22 Why Climate Change Should Matter to All Investors

30:43 The Say on Climate Change Initiative

34:03 Chris’ Hobbies Outside of Investing and Charity

34:51 Chris’ Reading Recommendations

Disclosures

This information was prepared by Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.

This information is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.