Anton Tagliaferro on how the dot com bust was the making of Investors Mutual
It was the year 2000 and Investors Mutual, Anton Tagliaferro's then two-year-old boutique funds manager, did not own any tech stocks despite it being the height of the dotcom boom.
"It was a very difficult time, the first two to three years," he recalls. Nobody was interested in earnings or dividends. "We didn't have many clients, but a number of people were questioning whether we knew what we were doing because everybody wanted to talk about the new economy."