Listed in: Business
Listed in: Business
Listed in: Business
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 What types of risks should investors think about when constructing a portfolio of stocks?
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 How do Judith and Rosmary diversify risk across the stocks they own?
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 What tools or software do they use to aid them in managing their investment portfolios?
Each episode of this now eight-part series builds on the next as they walk you through an investor\'s journey.
If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you\\u2019re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers.
In the previous episode, Judith, and Rosemary share the highs and lows of meetings with company management, red flags to look out for and their views on annual general meetings.
Timestamps:
\\xa02:05 Judith and Rosemary share what is portfolio construction and portfolio management.
5:10 What are the key parameters one would need to consider when constructing a portfolio of stocks.
13:10 What are the risks investors should consider when constructing a portfolio of stocks.
17:50 How Judith and Rosemary asses the different weightings of the stocks they own.
23:00 What position size do they use when making their first investment.
25:00 Things to consider when it comes to thinking about sectors when constructing a portfolio of stocks.
29:40 Do Judith and Rosemary use price targets?
32:40 Do Judith and Rosemary have teams that support them in managing their investment portfolios.
34:20 How do Judith and Rosemary manage their thoughts when they are about to push that button.
36:30 What are the constraints to portfolio construction and management?
40:30 Closing thoughts and wrap up.
Hope you enjoy this episode and have a wonderful day.
The FYR Team
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.
Links & Resources:\\xa0
Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers
Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en
Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Follow FYR on Twitter:\\xa0https://twitter.com/FRetirement
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
' -->Listed in: Business
Listed in: Business
Each episode of this now eight-part series builds on the next as they walk you through an investor\'s journey.
If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you\\u2019re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers.
Timestamps:
\\xa01:40 Judith and Rosemary explain what an AGM is.
3:30 Re-election of directors for listed companies.
5:30 Voting at AGMs and what do Judith and Rosemary vote against.
9:15 Judith and Rosemary\'s thoughts on AGMs.
12:50 Memorable meetings with company management.
17:30 What characteristics make a good CEO, MD or founder?
24:45 Thoughts on family-led companies.
28:00 Final thoughts and two worthwhile books to read.
Hope you enjoy this episode and have a wonderful day.
The FYR Team
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.
Links & Resources:\\xa0
Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers
Follow Dowing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en
Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf
Next annual reports: https://www.nextplc.co.uk/investors/reports-and-presentations/archive
Visit Fund Your Retirement:\\xa0https://www.fundyourretirement.com/
Follow FYR on Twitter:\\xa0https://twitter.com/FRetirement
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
' -->Listed in: Business
Listed in: Business
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Discussing the companies that exceeded their expectations?
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 This was another great insight into how two seasoned fund managers think and how they view investing for the long term.
Each episode of this now eight-part series builds on the next as they walk you through an investor\'s journey.
If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you\\u2019re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers.
In the previous episode, Judith and Rosemary shared how to cultivate the mindset of a long-term investor including their experiences of investing through recessions.
Timestamps:
2:00 Judith shares an investment that resulted in a total loss of capital and the reasons why.
9:45 Rosemary shares an investment that went out of business and the reasons why.
15:45 Judith shares a company that has performed exceptionally and the reasons why.
22:30 Rosemary shares a company that is performing well for her now and the reasons why.
Hope you enjoy this episode and have a wonderful day.
The FYR Team
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.
Links & Resources:\\xa0
Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers
Follow Dowing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en
Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf
Colossus podcast network: https://www.joincolossus.com/
The Map That Changed The World: https://www.amazon.co.uk/Map-That-Changed-World-Redemption/dp/0140280391/
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Follow FYR on Twitter:\\xa0https://twitter.com/FRetirement
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
\\xa0
' -->Listed in: Business
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\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Will our taxes keep on rising?
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Should we just tax the rich?
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Is growth the answer, or raising taxes?
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 How much does the state pension cost?
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Does auto-enrollment solve the problem of funding one\'s retirement?
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Does the risk measurement process need an overhaul?
Timestamps:
1:30 Paul Johnson\\u2019s journey and career so far.
3:15 Holding the government to account.
4:00 How much the government spends?
6:15 Where does the government get its money from?
7:45 What are the big three expenses for the government finances?
11:05 Are we getting good value for money?
15:00 Will taxes keep on rising?
16:15 Can we tax the rich more?
19:10 Is growth a better option than raising taxes?
22:00 Should defined benefit pensions invest more in equities?
23:14 Overhauling defined benefit default funds.
25:30 Does the pension system need an overhaul?
26:40 Is the state pension sustainable?
28:00 Has auto-enrollment been a success?
32:00 Closing thoughts and wrap up.
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Links & Guest Resources:
Buy Paul\\u2019s book, Follow The Money Here:\\xa0https://www.amazon.co.uk/Follow-Money-much-does-Britain/dp/1408714019/ref=asc_df_1408714019/
Institute for Fiscal Studies website: https://ifs.org.uk/
Pauls blog page on the IFS website: https://ifs.org.uk/people/paul-johnson
Fundamental Asset Management website: https://fundamentalasset.com/
Follow Fundamental Asset on Twitter: https://twitter.com/fundasset
Connect with Chris on LinkedIn: https://www.linkedin.com/in/chris-boxall-835a4222/
Visit FYR For More Investor Related Podcasts: https://www.fundyourretirement.com/
Follow FYR on Twitter: https://twitter.com/FRetirement
\\xa0
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
' -->Listed in: Business
Listed in: Business
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Investing through the tech bubble.
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Investing through the financial crisis of 08.
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Launching a fund in the middle of Covid-19.
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 How Judith and Rosemary tune out of the noise.
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 How to cultivate a mindset of someone who can hold investments through recessions.
This was another great insight into how two seasoned fund managers think and how they view investing for the long term.
Each episode of this six-part series builds on the next as they walk you through an investor\'s journey. So, If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you\\u2019re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers.
Timestamps:
2:00 Characteristics and personality traits of someone who thinks long term.
6:15 Clarifying how long is long term when it comes to investing.
9:15 How Judith and Rosemary ignore the noise.
11:30 Holding investments through recessions and drawdowns.
14:45 Investing through the tech bubble.
21:30 Investing through the financial crisis on 08.
25:30 Investing and launching a fund in the middle of Covid-19.
28:15 Developing the mentality to invest through a recession and hold for the long term.
Hope you enjoy this episode and have a wonderful day.
The FYR Team
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.
Links & Resources:\\xa0
Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers
Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en
Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf
Russel Investments behavioural bias article: https://russellinvestments.com/us/blog/avoid-behavioral-bias
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Follow FYR on Twitter:\\xa0https://twitter.com/FRetirement
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
' -->Listed in: Business
Listed in: Business
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 What creates a multibagger.
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 How you can find companies with these long-term qualities today.
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Portfolio and risk management.
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Why Ed is optimistic about the UK stock market.
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Why Ed\\u2019s investing style has gone full circle back to being more of a stock picker.
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 What Ed learned going through a 60% drawdown during the financial crisis.
Ed shares in great detail the metrics that drive long-term compounding in companies, including how you can find those companies today.
// Register for the FREE trial and gain access to the three extra masterclass videos, \\xa0Just go to: https://www.stockopedia.com/?utm_source=fundyourretirement&utm_medium=podcast
Timestamps:
1:30 How Ed got started as an investor and his journey so far.
4:00 Ed sharing what is a multibagger.
5:30 Why Ed and the Stockopeda team decided to carry out the research into stocks that multibag.
7:45 What surprised Ed the most?
9:00 The financial characteristics that drive long-term compounding companies.
11:35 The qualitative aspects that drive long-term compounding companies.
15:40 Discussing Ed\\u2019s investing style and approach
21:00 Ed sharing his experience of a 60% drawdown and discussing drawdowns in general.
25:20 Ed sharing his market timing strategy.
29:00 Ed sharing how you use this knowledge to find stocks that can multibag today.
Hope you enjoy this episode and have a wonderful day.
The FYR Team
If you like this episode, please let us know by subscribing for future interviews and insightful conversations about portfolio management and stock analysis.
Guest Links & Resources:
Take the FREE two-week trial here:\\xa0https://www.stockopedia.com/?utm_source=fundyourretirement&utm_medium=podcast
Read the Multibagger report here: https://assets.stockopedia.com/books/makings-of-a-multibagger.pdf
Watch the multibagger webinar on the Stockopedia YouTube Channel here: https://youtu.be/DLR15dWGhos?si=5OWwyQVkvCSQ8NVr
Follow Stockopeida on Twitter here: https://twitter.com/stockopedia
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
' -->Listed in: Business
This was another great insight into how two seasoned fund managers think and how they view investing for the long term.
Each episode of this six-part series builds on the next as they walk you through an investor\'s journey. So, If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you\\u2019re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers.
Timestamps:
2:05 Rosemary and Judith start right at the beginning; how they go from multiple thousands of companies to just a few hundred to focus on.
9:00 Judith shares what RNS,s (regulatory news services) are and why they are important.
10:40 Rosemary and Judith share how they go from a universe of a few hundred companies to a small watch list.
13:00 Analysing company accounts.
17:15 Discussing what a moat is and how to assess if a company has a moat.
20:50 Looking out for the red flags when analysing companies.
25:10 Discussing the changes Rosemary and Judith have seen over their investing career.
27:45 Attending AGM,s (annual general meetings) of companies.
31:00 Final thoughts on analysing companies from Rosemary and Judith.
33:15 Judith shares her book to read, The Red Notice by Bill Browder.
35:15 Rosemary shares her book to read, Investing for Growth by Terry Smith.
Hope you enjoy this episode and have a wonderful day.
The FYR Team
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.
Links & Resources:\\xa0
Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers
Follow Dowing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en
Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf
Investing for Growth by Terry Smith: https://www.amazon.co.uk/Investing-Growth-companies-anthology-investment/dp/0857199013
Red Notice by Bill Browder: https://www.amazon.co.uk/Red-Notice-Became-Putins-Enemy/dp/
Visit Fund Your Retirement:\\xa0https://www.fundyourretirement.com/
Follow FYR on Twitter:\\xa0https://twitter.com/FRetirement\\xa0
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
' -->Listed in: Business
Listed in: Business
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\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 What can investors and the UK government do to improve conditions?
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 The changing nature of AIM over the last 10 years
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 How to become a better analyst
\\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Solutions to encouraging more companies to list.
Timestamps:
1:15 Discussing whether UK shares are cheap right now or one of the worst places to invest.
3:15 Using British American Tobacco (BATS) as an example of a company that could do more.
5:50 Could the UK government do more to foster UK-focused investment?
6:45 Discussing Abcam (ABCM) leaving AIM, and what could be done to encourage companies to stay listed in the UK.
11:45 How to become a better analyst.
15:00 How to cultivate patience.
17:15 The rise of passive investing.
19:00 Discussing inheritance tax breaks and tax incentives to help encourage companies to list.
21:35 Closing thoughts and an invite for founder-led companies or long-term CEOs to get in touch and share their journey/story on the podcast.
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Resources:
Fundamental Asset Management website:\\xa0https://fundamentalasset.com/
Fundamental Asset Management contact us page: https://fundamentalasset.com/contact/
Follow Fundamental Asset on Twitter: https://twitter.com/fundasset
Connect with Chris on LinkedIn: https://www.linkedin.com/in/chris-boxall-835a4222/
Visit FYR For More Investor Related Podcasts: https://www.fundyourretirement.com/
Follow FYR on Twitter: https://twitter.com/FRetirement
\\xa0
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
' -->Listed in: Business
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