FYR075 | Ed Croft, Stock Picking, Stockopedia, Portfolio Management and Finding The Next Multibagger
Release Date: 12/30/2023
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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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? ...
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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_outlineEd Croft is the co-founder and CEO of Stockopedia whose goal is to help private investors beat the market. Ed began his career with Goldman Sachs as a wealth manager before leaving to manage his family funds leading launch of Stockopedia in 2012.
Key topics:
· What is a multibagger.
· What creates a multibagger.
· How you can find companies with these long-term qualities today.
· Portfolio and risk management.
· Why Ed is optimistic about the UK stock market.
· Why Ed’s investing style has gone full circle back to being more of a stock picker.
· 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, Just 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’s 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: https://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.