Consistency is key to successful investing. Just ask someone who invests in speculative mineral explorers – they’ll likely be able to tell you about their big winners but might be less keen to discuss their strike rate. But even getting 60 or 70 percent of your picks right is enough to produce outstanding performance.

That’s one of the reasons Ben Clark from TMS Capital has done well, both on Livewire and in the High Conviction Fund that he runs. Regular Livewire viewers will recongise Ben as a regular guest on Buy Hold Sell and our annual Outlook Series. Not only did he win Livewire’s ‘Don Bradman award’ for the most consistent stock picker on Buy Hold Sell, but he also topped out the Fundies’ Picks in our 2020 Outlook Series.

So with just a couple of episodes of The Rules of Investing remaining for 2021, I thought it was about time we got Ben on the show to understand what makes him tick.

In this episode, we learn about his approach to investing in quality growth stocks, he shares his views on the Afterpay/Square merger, plus we discuss several Aussie stocks that he thinks have outstanding opportunities for growth.