loader from loading.io

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

Fund Your Retirement Podcast

Release Date: 10/01/2023

ILT013 From Rothschild to James Hambro: A Journey in Investment Management with Nicola Barber (S2 EP05) show art ILT013 From Rothschild to James Hambro: A Journey in Investment Management with Nicola Barber (S2 EP05)

Fund Your Retirement Podcast

In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard welcome Nicola Barber, an experienced equity investor and portfolio manager with over 35 years in the industry. Nicola shares her unique career journey that began at Rothschild without a university degree and traversed through notable firms such as Barings and James Hambro Partners. The discussion includes insights into her role in managing charities' investments, her approach to navigating the ever-changing markets, and the impact of technology and regulation on investment strategies. Nicola also...

info_outline
ILT012 Navigating Careers and Capital Markets: Insights with Malar Velaigam (S2 EP04) show art ILT012 Navigating Careers and Capital Markets: Insights with Malar Velaigam (S2 EP04)

Fund Your Retirement Podcast

In this episode of 'Investing for the Long Term,' hosted by Judith McKenzie Head of Downing Fund Managers and Rosemary Banyard consultant to Downing Fund Managers, the focus is on Malar Velaigam, a director at Dowgate Capital with over 15 years of experience in the capital markets. The conversation delves into Malar's unique career journey from corporate finance in Malaysia to her significant roles in London. They discuss challenges faced by boards, the importance of board composition, and Malar's transition to broking and her first non-executive directorship. The episode also highlights the...

info_outline
ILT011 SVM Chairman Jamie Matheson Takes us on A Journey Through the World of Investments (S2 EP03) show art ILT011 SVM Chairman Jamie Matheson Takes us on A Journey Through the World of Investments (S2 EP03)

Fund Your Retirement Podcast

In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard delve deep into the career and philosophies of Jamie Matheson, former Executive Chairman of Brewin Dolphin. Jamie reflects on his introduction to the financial world, pivotal career moments, and shares key insights about leadership, personal relationships, and the evolution of the financial industry. Judith and Rosemary provide personal anecdotes of their professional crossroads with Jamie, adding layers to his narrative. The discussion covers significant financial events like the 1987 Big Bang, the...

info_outline
ILT010 Conversation with Claire Milverton, CEO of AIM listed 1spatial (S2 EP02) show art ILT010 Conversation with Claire Milverton, CEO of AIM listed 1spatial (S2 EP02)

Fund Your Retirement Podcast

In this episode of 'Investing for the Long Term' Season 2, hosts Judith Mackenzie and Rosemary Banyard are joined by Claire Milverton, CEO of 1spatial, an AIM-listed geospatial technology company based in Cambridge. Claire discusses 1spatial's innovative solutions in location data management, her career journey, and the unique challenges and opportunities of leading a global business in the geospatial sector. The episode also delves into the importance of data accuracy, the transition from finance to CEO, and the future prospects of 1spatial. The conversation provides valuable insights into...

info_outline
ILT009 Insights from a Fund Management Legend, Andy Brough (Season 2 EP01) show art ILT009 Insights from a Fund Management Legend, Andy Brough (Season 2 EP01)

Fund Your Retirement Podcast

In the first episode of season 2 of 'Investing for the Long Term' hosted by Judith McKenzie and Rosemary Banyard, the duo chats with Andy Brough, a prominent figure in the small and mid-cap investment space. Andy shares his career journey, key lessons, and experiences in fund management, providing valuable advice for new and seasoned investors. The discussion touches on the evolution of the investment landscape, the impact of private equity, and the importance of continuous learning and attention to detail in the field. Timestamps: 00:29 Introducing Andy Brough 01:16 Judith and Rosemary's...

info_outline
FYR076 The Art of Selecting Fund Managers with Simon Evan-Cook show art FYR076 The Art of Selecting Fund Managers with Simon Evan-Cook

Fund Your Retirement Podcast

In this episode of the 'Fund Your Retirement Podcast,' host Lee interviews Simon Evan-Cook, a multi-asset fund of funds manager with over 25 years of experience. Simon shares his journey into fund management, his investment philosophy, and the key principles guiding his strategy, particularly his preference for active fund managers. He discusses the dynamic nature of fund management, how he identifies exceptional fund managers, and the importance of understanding both the art and science behind investing in funds. The conversation also touches on the pros and cons of active versus passive fund...

info_outline
ILT008 A Day in the Life of a Fund Manager: Season Finale Insights from Judith Mackenzie & Rosemary Banyard | Part 8 show art ILT008 A Day in the Life of a Fund Manager: Season Finale Insights from Judith Mackenzie & Rosemary Banyard | Part 8

Fund Your Retirement Podcast

In the final episode of the season, Judith and Rosemary delve into the intricacies of a day in the life of a fund manager. They discuss their roles and responsibilities, which include selecting and monitoring investments, communicating with shareholders, and dealing with regulatory requirements. They share insights into their typical weeks, which vary greatly and can be unpredictable due to market announcements. The episode also highlights the challenges posed by regulatory demands and the importance of long-term investment. The managers reflect on their most rewarding moments, their...

info_outline
IRT007 Investors Round Table Discusses Interest Rates & the Investment Potential of Property Franchise Group (TPFG), Macfarlane Group (MACF) & Van Elle Holdings (VANL) show art IRT007 Investors Round Table Discusses Interest Rates & the Investment Potential of Property Franchise Group (TPFG), Macfarlane Group (MACF) & Van Elle Holdings (VANL)

Fund Your Retirement Podcast

This time on The Investors Round Table Roland Head, Mark Simpson, and Graham Neary discuss Interest rates and the investment potential of Property Franchise Group (TPFG), Macfarlane Group (MACF) & Van Elle Holdings (VANL). A healthy three-way debate about the shares they own, their portfolios, and the markets. Timestamps: 1:20 Round table discussing Property Franchise Group (TPFG). 14:00 Round table discussing Macfarlane Group (MACF). 30:50 Round table discussing Van Elle Holdings (VANL). 36:00 Round table discussing Interest rates. If you like this episode, please let us know by...

info_outline
ILT007 How Judith & Rosemary Construct & Manage Their Investment Portfolios | Part 7 show art ILT007 How Judith & Rosemary Construct & Manage Their Investment Portfolios | Part 7

Fund Your Retirement Podcast

In part seven of this investing eight-part series, Judith Mackenzie and Rosemary Banyard discuss how they construct a portfolio of stocks and how they manage them. Key topics covered: ·         What is portfolio construction and portfolio management? ·         What types of risks should investors think about when constructing a portfolio of stocks? ·         How do Judith and Rosmary diversify risk across the stocks they own? ...

info_outline
IRT006 Investors Round Table Discusses the Investment Potential of Money Supermarket (MONY), Ramsdens (RFX), Polar Capital (POLAR), Ashmore (ASHM) and Premier Miton Group (PMI) show art IRT006 Investors Round Table Discusses the Investment Potential of Money Supermarket (MONY), Ramsdens (RFX), Polar Capital (POLAR), Ashmore (ASHM) and Premier Miton Group (PMI)

Fund Your Retirement Podcast

This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss the latest news from Superdry (SDRY), Dr Martens (DOCS) and Tclark PLC (CTO) and the investment potential of Money Supermarket (MONY), Ramsdens (RFX), Polar Capital (POLR), Ashmore Group (ASHM) and Premier Miton Group (PMI). A healthy three-way debate about the shares they own, their portfolios, and the markets. Timestamps: 1:00 Round table discussing the latest news from Superdry (SDRY), Tclark (CTO) and Dr Martens (DOCS). 17:00 Round table discussing Ramsdens (RFX). 27:30 Round table discussing Money...

info_outline
 
More Episodes

Have you 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? Join Judith MacKenzie, Head of Downing Fund Managers and Rosemary Banyard, Fund Manager, 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 this first part of a six-part series, Judith, and Rosemary share how they got started in finance and some of their experiences as women in finance, both good and not-so-good. They share their biggest influences and why they pursued careers in finance. This was a real insight into two seasoned fund managers and what it was like for them in their early careers during the late 80s and early 90s.

They finish off with an introduction to the capital markets and why they are important for the UK economy and how Judith is actively working to help improve the investing landscape for both companies and investors alike.

Each episode of this six-part series builds on the next with episode two discussing different investing styles to suit different personalities, small cap vs large cap, investing in the UK vs the global market and much, much more

Timestamps:

3:00 Rosemary shares how she got her start in the city.

6:30 Judith shares how she got her start in the city.

10:15 They both share what it was like in thier early careers during the late 80s and early 90s

13:00 Judith and Rosemary each share a story of unconscious biases they have experienced.

15:30 They both share the positives of being women in finance.

19:45 They both share who their early influences were on their lives and careers.

23:45 They both share why they are so passionate about investing and the markets.

30:15 They both share passionately what needs to be done to improve the landscape for British companies and UK PLC

33:15 Jusith shares the book she is currently reading The Everything Blueprint by James Ashton

34:10 Rosemary shares the book she is currently reading an autobiography of Thomas Jefferson by John B. Boles

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:

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

The Everything Blueprint by James Ashton: https://amzn.to/48CzO60

Autobiography of Thomas Jefferson by John B. Boles: https://amzn.to/48zoqrC

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Follow FYR on Twitter: https://twitter.com/FRetirement 

Visit Quoted Companies Alliance: https://www.theqca.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.