The Children Are Our Future with Sir Chris Hohn

FEG Insight Bridge

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!

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Chapter

1. Intro (00:00:00)

2. Episode Overview (00:00:36)

3. How Chris Got Started in Investing (00:01:50)

4. The Original Idea Behind TCI (00:03:25)

5. The Thought Process Behind TCI's Investment Strategy (00:05:34)

6. How to Find (and Size) Companies with Sustainable Moats (00:10:47)

7. When to Become Active as a Shareholder (00:19:13)

8. History and Achievements of the Children's Investment Fund Foundation (00:23:29)

9. Why Climate Change Should Matter to All Investors (00:27:22)

10. The Say on Climate Change Initiative (00:30:43)

11. Chris' Hobbies Outside of Investing and Charity (00:34:03)

12. Chris' Reading Recommendations (00:34:51)