The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.
Site
RSS
Apple
Recent rankings
Latest chart positions across Apple Podcasts and Spotify rankings.
Shared links between episodes and podcasts
Links found in episode descriptions and other podcasts that share them.
ILT009 Insights from a Fund Management Legend, Andy Brough (Season 2 EP01)
Sunday, November 24, 2024 • Duration 31:08
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 First Encounters with Andy
04:12 Andy's Career Journey
06:03 The Evolution of Fund Management
08:43 Insights on Accounting and Fund Management
11:56 Influential Figures and Mentors
16:09 The State of the UK Market
19:10 Reflections on Government Policies
24:04 Career Achievements and Advice
27:33 The Signature Red Shirt
29:22 Recommended Reads and Final Thoughts
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.
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.
FYR076 The Art of Selecting Fund Managers with Simon Evan-Cook
Sunday, July 7, 2024 • Duration 39:10
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:
TFA006 Paul Johnson on Pensions, Ageing Population & Government Spending
Sunday, February 18, 2024 • Duration 32:55
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?
IRT003 | Investors Round Table Discusses Company Accounts, Supreme, H&T, Henry Boot, Airea & Much More
Saturday, February 3, 2024 • Duration 57:09
This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss how they analyse company accounts, the latest news from Supreme (SUP) and the investment potential of H&T (HAT), Henry Boot (BOOT), Airea (AIEA) and much more.
A healthy three-way debate about the shares they own, their portfolios, and the markets.
33:45 Round table discussing property developer Henry Boot.
45:30 Round table discussing how they analyse company accounts.
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.
ILT004 Investor Psychology & Investing Through Recessions with Judith Mackenzie & Rosemary Banyard | Part 4
Saturday, January 13, 2024 • Duration 39:01
In part four of this now seven-part series, Judith Mackenzie and Rosemary Banyard discuss the importance of investor psychology, and investing through recessions, including how you can cultivate the mindset of a long term investor.
Key topics covered:
· The personality characteristics of someone who thinks and invests for the long term.
· Investing through the tech bubble.
· Investing through the financial crisis of 08.
· Launching a fund in the middle of Covid-19.
· How Judith and Rosemary tune out of the noise.
· How to cultivate a mindset of someone who can hold investments through recessions.
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.
Timestamps:
2:00 Characteristics and personality traits of someone who thinks long term.
6:15 Clarifying how long is long term when it comes to investing.
9:15 How Judith and Rosemary ignore the noise.
11:30 Holding investments through recessions and drawdowns.
14:45 Investing through the tech bubble.
21:30 Investing through the financial crisis on 08.
TFA005 Your Pension Money, Jeremy Hunt’s Mansion House Speech, Stock Market News with Chris Boxall
Saturday, January 6, 2024 • Duration 23:16
Today’s episode is the start of a new podcast series discussing where your pension money is going starting with the recent proposals by Jeremy Hunt at the Mansion House speech.
Should pension savers and private investors be concerned about this proposal to direct billions of pension money towards UK small caps and unlisted companies? What will it mean for pension savers and private investors?
Will these proposed billions lead to a bubble in small caps and unlisted companies with the inevitable crash, or will it lead to a whole host of new yet-to-be-formed companies that pension savers, private investors and UK PLC will benefit from?
As always with these types of proposals there will be winners and losers, will it be regular pension savers, private investors, private equity, or UK PLC?
Timestamps:
1:30 UK stock market news
3:00 New company listings on the stock market.
4:15 What potential impacts will the mansion house speech have on UK small caps?
6:45 What does Jeremy Hunt mean when he says high-growth unlisted companies?
8:45 Who will be the primary beneficiaries of this proposal?
12:00 Will an extra £50 billion entering this niche area create a bubble?
15:15 Why are more companies going private than ever before?
17:30 What does the CEO of the Canadian pension board think of this proposal?
20:15 Would tax breaks be a better option?
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
FYR075 | Ed Croft, Stock Picking, Stockopedia, Portfolio Management and Finding The Next Multibagger
Saturday, December 30, 2023 • Duration 38:25
Ed 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.
ILT003 How To Analyse Companies For Long Term Investing with Judith & Rosemary | Part Three
Sunday, December 3, 2023 • Duration 37:11
In part three of this six-part series, Judith Mackenzie and Rosemary Banyard share how they analyse companies for long term investing.
How they go from a universe of thousands of companies to a few hundred and
How they go from a few hundred companies to a small watch list.
What they look for in a good company.
How they analyze company accounts.
Their views on management and rumination.
Attending AGMs and discussing what a moat is.
Red flags to avoid in companies.
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.
Timestamps:
2:05 Rosemary and Judith start right at the beginning; how they go from multiple thousands of companies to just a few hundred to focus on.
9:00 Judith shares what RNS,s (regulatory news services) are and why they are important.
10:40 Rosemary and Judith share how they go from a universe of a few hundred companies to a small watch list.
13:00 Analysing company accounts.
17:15 Discussing what a moat is and how to assess if a company has a moat.
20:50 Looking out for the red flags when analysing companies.
25:10 Discussing the changes Rosemary and Judith have seen over their investing career.
27:45 Attending AGM,s (annual general meetings) of companies.
Investors Round Table Discussing Their Worst Investing Mistake & What They Learnt from It
Saturday, November 18, 2023 • Duration 13:00
This time on The Investors Round Table Maynard Paton, Roland Head, Mark Simpson, and Graham Neary discuss a question from a listener asking what their worst investing mistake was, and what did they learn from it.
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.
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.
ILT002 | Finding an Investing Strategy that Suits You, Value vs Growth, Quality Investing, UK vs Global & Investing at IPO, with Judith & Rosemary | Part Two
Saturday, November 4, 2023 • Duration 39:57
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.
Timestamps:
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.
Related Shows Based on Content Similarities
Discover shows related to Fund Your Retirement Podcast, based on actual content similarities. Explore podcasts with similar topics, themes, and formats, backed by real data.
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.
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.
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.
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.
25:30 Investing and launching a fund in the middle of Covid-19.
28:15 Developing the mentality to invest through a recession and hold for the long term.
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.
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.
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.
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.
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.
31:00 Final thoughts on analysing companies from Rosemary and Judith.
33:15 Judith shares her book to read, The Red Notice by Bill Browder.
35:15 Rosemary shares her book to read, Investing for Growth by Terry Smith.
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.
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.
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
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.
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.
