In part two of this six-part series, Judith Mackenzie and Rosemary Banyard share their investing style and their investment philosophies.
They discuss the importance of finding an investing strategy that suits your personality and the resources to help you discover yours. For example, Rosemary shares how her everyday habits fit her investing style as a quality investor. They discuss value investing vs growth investing and share their thoughts on investing at IPO, how dividends fit into their investment philosophy and investing in the UK vs the global market.
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’re 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.
2:00 Judith Mackenzie shares her investing style and investing philosophy.
3:30 Rosemary Banyard shares her investing style and investing philosophy.
5:35 Discovering your investing strategy.
12:20 Discussing value investing vs growth investing.
19:50 Discussing the value of site visits with some interesting examples.
23:20 Discussing small caps vs large caps.
24:40 Discussing investing in UK companies vs global markets.
26:25 Discussing investing at initial public offering (IPO).
30:15 Discussing how dividends fit into their investment strategies.
32:30 Discussing the attributes that make a good investor.
36:00 Reading lists, watch lists, podcasts and a free gift to help you on your investing journey.
Hope you enjoy this episode and have a wonderful day.
The FYR Team
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Links & Resources:
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
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Follow FYR on Twitter: https://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.