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Episode 85 was recorded at 6.30 EST on Thursday 10th September, 2026. We were joined by Herve van Caloen, Founder and CIO of Mercator Investment Management. Starting his career as an analyst at Scudder, Stevens and Clark in 1985, when global investing was still in its infancy.
He later launched The PaineWebber Europe Growth Fund, the first mutual fund specializing in both Western Europe and in the former communist countries of central Europe. In the mid 1990s, Mr. van Caloen led the international investment effort at Provident Capital Management and later served as First Vice President of Schroders in New York.
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