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Sam Sicilia

7 statements across 1 episodes · 2 bullish · 3 bearish · 1 people on the record · first statement Jul 1, 2019 by Sam Sicilia · across every show →

On the record as a speaker too: Sam Sicilia's record, appearances and statements → this page counts the times other people say the name.

Everything said about Sam Sicilia, oldest first

Jul 1, 2019 negative
Disclosure
Hostplus demands intrusive personal financial details from prospective fund managers
“How much money do you earn? How many kids do you have? What schools do they go to? What are the school fees like? At what stage are you at? What car do you drive? Is it mortgaged? There's a whole set of, you have a right not to answer those questions, but you'…”
Sam Sicilia Jul 1, 2019 ▶ 53:25 Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
Jul 1, 2019 negative
Disclosure
Sicilia: Hostplus invests in specific individuals rather than brand-name asset managers
“In fact, if you look at Host Plus's website, you won't see too many brand names across any asset class, because we don't invest in brands We invest in individuals.”
Sam Sicilia Jul 1, 2019 ▶ 41:12 Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
Jul 1, 2019 negative
Insight
Sicilia: Performance should never be the reason to exit an investment
“If you know why you make an investment, then you have a ready-made reason to get out of it if that reason changes. Performance is never one of them.”
Sam Sicilia Jul 1, 2019 ▶ 41:41 Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
Jul 1, 2019 positive
Assertion Not publicly verifiable
Sicilia: Hostplus placed top-quartile in 16 of past 20 years
“So over the last 20 financial years, Host Plus has been top quartile in 16 of them.”
Sam Sicilia Jul 1, 2019 ▶ 19:02 Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
Jul 1, 2019 positive
Assertion Not checkable as stated
Hostplus has never lost a frontline investment professional in its history
“In the frontline investment people, operations has had, you'd expect to have some turnover in the operations, but we've never lost an investment person. It's been cumulative, but it's never gone the other way.”
Sam Sicilia Jul 1, 2019 ▶ 1:15:35 Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
Jul 1, 2019 neutral
Disclosure
Sicilia: Hostplus return target is inflation plus 4% over 20 years
“So for Host Plus, our return objectives are inflation plus four percent per annum over 20 year periods.”
Sam Sicilia Jul 1, 2019 ▶ 19:56 Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
Jul 1, 2019 neutral
Insight
Sicilia: Human element and assumptions outweigh pure quantitative data in finance
“The tools were just that. But the human element in finance and that the assumptions that you need to make swamp any of the other benefits that the data provided at the time.”
Sam Sicilia Jul 1, 2019 ▶ 6:56 Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
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