By Lee Cleasby from Fund Your Retirement
5
88 ratings
The podcast currently has 96 episodes available.
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 management, the impact of fund size on performance, and the emotional challenges investors might face. Simon emphasizes the value of patience, understanding market cycles, and making informed, long-term investment decisions.
Timestamps:
01:40 Simon's Journey into Investing
02:50 Discovering the Passion for Fund Management
07:06 Simon's Investment Strategy
12:37 Active vs. Passive Fund Management
20:16 Screening for Fund Managers
20:22 Identifying Extreme Funds
22:54 The Hero's Journey of Funds
25:04 Holding Periods and Fund Manager Longevity
26:26 Challenges of Managing Large Funds
00:05 Understanding Fund Dynamics
31:21 Final Thoughts on Active vs Passive Investing
36:35 Book Recommendations and Closing Remarks
If you like the episode, please leave us a review and subscribe for future investor interviews.
Hope you enjoy this episode and have a wonderful day.
Guest Links & Resources:
Visit Simon’s Profile on The Dowing Website Here: https://www.downing.co.uk/downing-fund-managers/vt-downing-fox-funds
Join Simon’s Medium mailing list: https://simonevan-cook.medium.com/
Visit Simon’s Billion Dollar Book Club: https://uk.bookshop.org/lists/the-way-of-the-fox-ten-texts?
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.
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 involvement in additional commitments such as charities, and provide advice for aspiring fund managers. The episode concludes with book and show recommendations.
Timestamps:
01:24 Roles and Responsibilities of a Fund Manager
04:08 Weekly Routine and Unexpected Challenges
04:33 Research and Communication
06:44 Regulatory Demands and Governance
12:23 Working from Home and Travel
14:31 Advice for Aspiring Fund Managers
15:21 Challenges and Frustrations
18:52 Proudest Moments and Giving Back
23:53 Career Path and Opportunities
27:16 Book and Podcast Recommendations
31:30 Conclusion and Season Wrap-Up
Hope you enjoy this episode and have a wonderful day.
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 Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en
Vassal States by Angus Hanton: https://www.amazon.co.uk/Vassal-State-America-Runs-Britain/dp/1800753888
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.
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 subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Roland Mark & Graham Resources:
Visit FYR for more investors related podcasts: https://www.fundyourretirement.com/
Follow Roland on Twitter: https://twitter.com/rolandhead
Visit Roland’s Dividends Investing website here: https://www.rolandhead.com/
Follow Mark on Twitter: https://twitter.com/DangerCapital
Buy Marks Book here: http://excellentinvesting.org/
Follow Graham on Twitter: https://twitter.com/GrahamNeary
Join Graham’s Substack newsletter here: https://theinvestorinstitute.substack.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.
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?
· 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’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.
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:
2:05 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:
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: 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.
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 Supermarket (MONY).
36:30 Round table discussing Polar Capital (POLR), Ashmore Group (ASHM) and Premier Miton Group (PMI).
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Roland Mark & Graham Resources:
Visit FYR for more investors related podcasts: https://www.fundyourretirement.com/
Follow Roland on Twitter: https://twitter.com/rolandhead
Visit Roland’s Dividends Investing website here: https://www.rolandhead.com/
Follow Mark on Twitter: https://twitter.com/DangerCapital
Buy Marks Book here: http://excellentinvesting.org/
Follow Graham on Twitter: https://twitter.com/GrahamNeary
Join Graham’s Substack newsletter here: https://theinvestorinstitute.substack.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.
In part six of this investing eight-part series, Judith Mackenzie and Rosemary Banyard share the highs and lows of meetings with company management, red flags to look out for and their views on annual general meetings, more commonly known as AGM’s.
Key topics covered:
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’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.
Timestamps:
1:40 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:
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: 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.
This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss the latest news from Ariea (AIEA) and the investment potential of Next (NXT), Burberry (BRBY) and National World (NWOR).
A healthy three-way debate about the shares they own, their portfolios, and the markets.
Timestamps:
1:00 Round table discussing the latest news announcement from Ariea (AIEA).
11:30 Round table discussing Burberry (BRBY)
22:45 Round table discussing Next (NXT)
32:45 Round table discussing National World (NWOR)
Thank you for listening, we hope you enjoyed the episode.
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Roland Mark & Graham Resources:
Visit FYR for more investors related podcasts: https://www.fundyourretirement.com/
Follow Roland on Twitter: https://twitter.com/rolandhead
Visit Roland’s Dividends Investing website here: https://www.rolandhead.com/
Follow Mark on Twitter: https://twitter.com/DangerCapital
Buy Marks Book here: http://excellentinvesting.org/
Follow Graham on Twitter: https://twitter.com/GrahamNeary
Join Graham’s Substack newsletter here: https://theinvestorinstitute.substack.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.
In part five of this ever-growing eight-part series, Judith Mackenzie and Rosemary Banyard share the highs and lows of a fund manager's investments as they each break down the investments that performed better than expected and the investments that didn’t work out as they expected resulting in total loss of capital.
Key topics covered:
· Discussing the companies that didn’t work out, as well as they expected.
· Discussing the companies that exceeded their expectations?
· 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’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.
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:
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: 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.
This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss how they analyse company accounts, the latest news from Hargreaves Lansdown (HL) and the investment potential of Plus500 (PLUS), Jet2 (JET2) and Close Brothers (CBG).
A healthy three-way debate about the shares they own, their portfolios, and the markets.
Timestamps:
1:10 Round table discussing Hargreaves Lansdown (HL).
11:00 Round table discussing Plus500 (PLUS)
22:55 Round table discussing Jet2 (JET2)
38:00 Round table discussing Close Brothers (CBG)
Thank you for listening, we hope you enjoyed the episode.
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Roland Mark & Graham Resources:
Visit FYR for more investors related podcasts: https://www.fundyourretirement.com/
Follow Roland on Twitter: https://twitter.com/rolandhead
Visit Roland’s Dividends Investing website here: https://www.rolandhead.com/
Follow Mark on Twitter: https://twitter.com/DangerCapital
Buy Marks Book here: http://excellentinvesting.org/
Follow Graham on Twitter: https://twitter.com/GrahamNeary
Join Graham’s Substack newsletter here: https://theinvestorinstitute.substack.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.
In today’s episode director of the Institute for Fiscal Studies Paul Johnson shares the true cost of running Britain.
Paul explores taxes, pensions including auto-enrollment, the ageing population, and the future of the state pension.
Paul is perhaps one the UK's known economists, a regular on BBC Radio 4, and writes a column for the Times Newspaper. He is also a published author with a Times bestseller Follow the Money, How Much Does Britain Cost.
Key topics discussed:
· Are we receiving good value for our taxes?
· Will our taxes keep on rising?
· Should we just tax the rich?
· Is growth the answer, or raising taxes?
· How much does the state pension cost?
· Does auto-enrollment solve the problem of funding one's retirement?
· Does the risk measurement process need an overhaul?
Timestamps:
1:30 Paul Johnson’s 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’s book, Follow The Money Here: https://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
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.
The podcast currently has 96 episodes available.
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