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Fund Your Retirement Podcast

The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.

ILT004 Investor Psychology & Investing Through Recessions with Judith Mackenzie & Rosemary Banyard | Part 4

Published: Jan. 13, 2024, 11:04 a.m.
Duration: 39 minutes 1 second \\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 The personality characteristics of someone who thinks and invests for the long term.

\\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.

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Listed in: Business

TFA005 Your Pension Money, Jeremy Hunts Mansion House Speech, Stock Market News with Chris Boxall

Published: Jan. 6, 2024, 11:19 a.m.
Duration: 23 minutes 16 seconds

Listed in: Business

FYR075 | Ed Croft, Stock Picking, Stockopedia, Portfolio Management and Finding The Next Multibagger

Published: Dec. 30, 2023, 11 a.m.
Duration: 38 minutes 25 seconds \\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 What is a multibagger.

\\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.

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Listed in: Business

ILT003 How To Analyse Companies For Long Term Investing with Judith & Rosemary | Part Three

Published: Dec. 3, 2023, 10 a.m.
Duration: 37 minutes 11 seconds How they go from a universe of thousands of companies to a few hundred and

How they go from a few hundred companies to a small watch list.

What they look for in a good company.

How they analyze company accounts.

Their views on management and rumination.

Attending AGMs and discussing what a moat is.

Red flags to avoid in companies.

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.

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Listed in: Business

Investors Round Table Discussing Their Worst Investing Mistake & What They Learnt from It

Published: Nov. 18, 2023, 11 a.m.
Duration: 13 minutes

Listed in: Business

ILT002 | Finding an Investing Strategy that Suits You, Value vs Growth, Quality Investing, UK vs Global & Investing at IPO, with Judith & Rosemary | Part Two

Published: Nov. 4, 2023, 11 a.m.
Duration: 39 minutes 57 seconds

Listed in: Business

ILT001 | Investing For The Long Term with Judith & Rosemary: Part One of an Investors Journey

Published: Oct. 1, 2023, 9:30 a.m.
Duration: 36 minutes 23 seconds

Listed in: Business

TFA004 Are UK Shares Cheap Right Now or One of The Worst Places to Invest?

Published: Sept. 16, 2023, 9:30 p.m.
Duration: 24 minutes 50 seconds \\xb7\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 Are UK shares cheap right now or one of the worst places to invest?

\\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

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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.

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Listed in: Business