Best Lee Cleasby from Fund Your Retirement Podcasts (2024)

1
FYR076 The Art of Selecting Fund Managers with Simon Evan-Cook 39:10

4M ago39:10

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 th…

1
ILT008 A Day in the Life of a Fund Manager: Season Finale Insights from Judith Mackenzie & Rosemary Banyard | Part 8 32:06

5M ago32:06

32:06

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 v…

1
IRT007 Investors Round Table Discusses Interest Rates & the Investment Potential of Property Franchise Group (TPFG), Macfarlane Group (MACF) & Van Elle Holdings (VANL) 44:47

5M ago44:47

44:47

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 discussin…

1
ILT007 How Judith & Rosemary Construct & Manage Their Investment Portfolios | Part 7 46:22

6M ago46:22

46:22

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…

1
IRT006 Investors Round Table Discusses the Investment Potential of Money Supermarket (MONY), Ramsdens (RFX), Polar Capital (POLAR), Ashmore (ASHM) and Premier Miton Group (PMI) 49:47

6M ago49:47

49:47

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 sha…

1
ILT006 Memorable Meetings with Company Management & AGMs with Judith Mackenzie & Rosemary Banyard | Part 6 32:42

7M ago32:42

32:42

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: How important are AGMs in your analysis of companies - do either of you attend AG…

1
IRT005 Investors Round Table Discusses Next, Burberry, National World & Airea 48:19

7M ago48:19

48:19

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…

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ILT005 Our Best and Worst Performers with Judith Mackenzie & Rosemary Banyard | Part 5 32:54

8M ago32:54

32:54

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…

1
IRT004 | Investors Round Table Discusses Hargreaves Lansdown, Plus500, Jet2 & Close Brothers 54:25

9M ago54:25

54:25

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. Timestamp…

1
TFA006 Paul Johnson on Pensions, Ageing Population & Government Spending 32:55

9M ago32:55

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 Newspape…

1
IRT003 | Investors Round Table Discusses Company Accounts, Supreme, H&T, Henry Boot, Airea & Much More 57:09

9M ago57:09

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. Timestamps: 1:30…

1
ILT004 Investor Psychology & Investing Through Recessions with Judith Mackenzie & Rosemary Banyard | Part 4 39:01

10M ago39:01

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…

1
TFA005 Your Pension Money, Jeremy Hunt’s Mansion House Speech, Stock Market News with Chris Boxall 23:16

10M ago23:16

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 m…

1
FYR075 | Ed Croft, Stock Picking, Stockopedia, Portfolio Management and Finding The Next Multibagger 38:25

11M ago38:25

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 th…

1
ILT003 How To Analyse Companies For Long Term Investing with Judith & Rosemary | Part Three 37:11

11M ago37:11

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. The…

1
Investors Round Table Discussing Their Worst Investing Mistake & What They Learnt from It 13:00

12M ago13:00

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 …

1
ILT002 | Finding an Investing Strategy that Suits You, Value vs Growth, Quality Investing, UK vs Global & Investing at IPO, with Judith & Rosemary | Part Two 39:57

1y ago39:57

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 …

1
ILT001 | Investing For The Long Term with Judith & Rosemary: Part One of an Investors Journey 36:23

1y ago36:23

36:23

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 span…

1
TFA004 Are UK Shares Cheap Right Now or One of The Worst Places to Invest? 24:50

1y ago24:50

24:50

Today’s episode is less about individual companies and more about the wider investing concerns around UK PLC and what could be done to help the UK become more attractive for individual investors and more attractive for companies to list here. Chris covers a wide range of concerns and solutions that could help improve conditions for investors, and t…

1
FYR074 | Graham Neary on Running a Concentrated Portfolio, UK vs US, Averaging Down, & Fixed Income 35:53

1y ago35:53

35:53

Graham Neary is a full-time private investor, and an investment analyst for Stockopedia writing the Small Cap Value Report along with Paul Scott. Graham is also the founder of the Investors Institute where he helps private investors navigate the markets and upgrade their investing IQ. Graham began his career on the sell-side as a fixed-income analy…

1
FYR073 | 303% Return vs FTSE All share of 125%, Dividends, Stop Losses & Getting Started with John Rosier 29:57

1+ y ago29:57

29:57

John Rosier is a former city fund manager turned esteemed financial writer who runs the model portfolio. The JIC Portfolio which John started in 2012 has returned 303% vs, the FTSE all share of 125% over the same period. During this episode, John shares: His investing philosophy and approach. the value of keeping a detailed investment diary. What h…

1
TFA003 Success Stories, Clean Reporting, Patient Investing & Acquisitions |Chris Boxall 21:43

1+ y ago21:43

21:43

Chris Boxall discusses three recent success stories: Castings (CGS), with squeaky clean reporting and a nice dividend. Kooth (KOO), wins a big contract with the state of California and Kitwave (KITW) just keeps going from strength to strength. In a sea of constant negativity, there are some shining lights. In contrast at the other end of the scale,…

1
FYR072 Investing in Quality Businesses, Investor Red Flags and When to Cut | Rosemary Banyard 33:52

1+ y ago33:52

33:52

Rosemary Banyard is an award-winning fund manager specialising in UK medium and smaller companies with over 30 years of experience in understanding business models, industry structures, barriers to entry, and risks, on both the buy and sell side. Rosemary started her career in 1979 at James Capel as a senior investment analyst where she spent 12 ye…

1
FYR071 UK Macro View, Stock Analysis & Timing | Neil Shah Director of Research at Edison Group 29:55

1+ y ago29:55

29:55

Neil was a fantastic guest sharing many valuable insights that would benefit the experienced investor and the new investor. During this conversation, Neil shares the macro view of the UK stock market, including insights from Neil’s extensive network of fund managers. Neil Shah is the director of research at Edison Group, an investment research and …

1
TFA002 Chris Boxall: Three UK-micro Caps To Watch 19:27

1+ y ago19:27

19:27

Chris Boxall discusses three UK small-caps Anexo (ANX), Time Finance (TIME), and PCI-PAL (PCIP) to keep a close eye on. All three companies are growing but have areas of concern that are holding the share price back; if they were to resolve these areas of concern, these three companies would become much more attractive. Chris also shares some red f…

1
TFA001 Chris Boxall Discusses UK Small-Caps, Portfolio Management & Inheritance Tax Planning 19:50

1+ y ago19:50

19:50

Welcome to the first episode of The Fundamental Asset Podcast where Chris Boxall will help you navigate and interpret the UK equity market with a particular focus on AIM. Whether it’s company-specific news, market-wide news, or timely market topics, Chris will share his wisdom and experience from his 30+ years as a fund manager and from the perspec…

1
FYR070 Mark Bentley Shares His Best and Worst Investments From His 30+ Years as a Private Investor 52:10

1+ y ago52:10

52:10

Mark Bentley has been a full-time stock market investor since 2004, having pursued investing as a rewarding hobby for 20 years previously. Some of the stand-out talking points were: Mark shares in detail some of his best investments and how he came across them. Some of Mark’s worst investments and what he learnt from them. Two stocks Mark has high …

1
FYR069 UK Small-Cap Investing With Fund Manager Chris Boxall 40:49

1+ y ago40:49

40:49

Chris Boxall is the co-founder, and the director of Fundamental Asset Management with primary responsibility for equity research and management of client portfolios, including the high-performing AIM portfolio services. Chris specialises in UK small-cap investing with over 20 years of experience operating in this area as a fund manager and as a pri…

1
FYR068 Bruce Packard Top Five Holdings and Current High Convictions 30:05

1+ y ago30:05

30:05

Bruce Packard talks about the advantages amateur investors have over professionals and how he believes amateurs can outperform most Professional fund managers. Bruce talks about his top five holdings, his current high-conviction positions, his biggest investing mistakes, and much more. Bruce is an ex-city analyst turned private investor who has bee…

1
FYR067 Investing In Investment Trusts with Jonathan Davis 35:57

2y ago35:57

35:57

Jonathan Davis is the founder and host of Money Makers, a weekly podcast show dedicated exclusively to following the latest news and developments in the investment trust sector. Jonathan is a private investor and has been writing about the financial markets for some of the major national publications such as the times, the economist, the independen…

1
FYR066 Deep Value Investing with Mark Simpson 31:41

2y ago31:41

31:41

Mark Simpson is a deep-value investor and has been investing in individual stocks since 2003. Over the last decade, Mark has generated a 19% compound annual return following a Value methodology. He has achieved this out-performance by developing a strategy that plays to his unique strengths and overcomes his weaknesses, in particular finding practi…

1
FYR065 Investing for Dividend Growth with Roland Head 40:19

2y ago40:19

40:19

Roland Head is a UK equity income analyst with a particular focus on investing for dividend growth. Roland is here to talk about his investment approach and some of the lessons he has learnt over the many years as a private investor and shares one of the strongest convictions in his portfolio. Roland has been investing since 2007 and is an experien…

1
FYR064 Lord Lee of Trafford: How To Make a Million Slowly 36:04

2y ago36:04

36:04

Lord Lee of Trafford holds the accolade of becoming the first ISA millionaire in 2003. Lord Lee is a well-known and respected private investor who has been investing in the UK small-caps very successfully for many decades. During this interview; Lord John Lee reflects on his many years of investing and discusses the types of businesses he invests i…

1
FYR063 Joe Kuhn Retired at 54; how’s it going now? 53:11

2+ y ago53:11

53:11

Joe Kuhn had a successful career as an operations manager and chose to retire at the age of 54. During this conversation, Joe shares what surprised him the most about leaving the work environment and living off his investments, and hows it going now? Joe also shares what he did to build his portfolio of investments that enabled him to retire at 54.…

1
FYR062 How to Engineer Your Early Retirement: Paul Belanger 40:50

2+ y ago40:50

40:50

Paul Belanger is back with us to talk about his new book Evidenced-based wealth – How to Engineer Your Retirement. For those who don’t know, Paul is PHD chemical engineer who became finically independent at 50, hence the title how to engineer your early retirement. The book is essentially a manual on how to achieve financial independence. It’s a fa…

1
FYR061 Mark Atkinson: How do I know if I am cut out to be a Private investor? 23:48

2+ y ago23:48

23:48

Private investor Mark Atkinson has been investing since the mid-80s. Mark is a self-directed private investor who achieved financial independence at the young age of 53, living full time off his stock portfolio of 36 stocks. In this episode of The Fund Your Retirement Podcast, Mark answer’s the common questions we received after our first podcast c…

1
FYR060 Andrew Craig | Financial Literacy Part Two - Inflation and Government Pensions 37:19

2+ y ago37:19

37:19

Financial Literacy with Andrew Craig. In part two, Andrew delves deep into what is the real cause of inflation and the cost of living crisis. Andrew also shares a brief history of the pension system and what has gone wrong with the government pension system to date, and why should not rely on it for your future financial security. The conversation …

1
FYR059 Andrew Craig | How Financial Literacy Can Make You Wealthy 29:37

2+ y ago29:37

29:37

Financial Literacy with Andrew Craig, Part 1. Andrew is an ex-investment banker, founder of plain English finance, and author of Amazon best-sellers, How to own the world and live on less, invest the rest. Andrew believes the reason so many people struggle financially is, very simply, because they have never learned enough about money or financial …

1
FYR058 Maynard Paton | Full Time Investor 42:12

2+ y ago42:12

42:12

Maynard Paton is a Former share tipster and investment writer for the Motley Fool and has been investing in shares for 25+ years, becoming mortgage-free at 40 and leaving 9-5 working at age 43. Maynard is a well-known investor in the UK small-cap arena and shares some great insights about his own strategy he calls RAMP which stands for respectabili…

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FYR057 Entrepreneurship & Buying 1m-£5m Engineering Businesses | Bethan Jepson 57:18

2+ y ago57:18

57:18

Bethan Jepson is an award-winning entrepreneur who has grown multiple six-figure companies, from legal to recruitment and is now a partner with Allied global engineering where Bethan and her team acquire engineering businesses from retiring founders, having already acquired two businesses in the past 12 months that turn over £4.7 million. Bethan is…

1
FYR056 Pensions Explained UK | Basics Everyone Needs to Know 42:26

2+ y ago42:26

42:26

Oliver MacDonald is a pension expert who helps many businesses & their employees understand workplace pensions. Many pay into a pension and have no idea where that money goes or how their future retirement might look. Oliver helps those businesses communicate the importance of their workplace pension and how this contributes to their overall retire…

1
FYR055 Dominic McLoughney: Retire with Clarity and Confidence 31:05

2+ y ago31:05

31:05

Dominic shares his passion, knowledge, and insights from helping people achieve the goal of funding their retirement with clarity and confidence over his 15-year career. Dominic believes in combining the financial plan with the most suitable wealth engine that suits your circumstances so you can retire with clarity and confidence. Dominic McLoughne…

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FYR054 How to Get Started Dividend Investing with Chip Stites 33:53

2+ y ago33:53

33:53

Chip Stites is back with us to share his knowledge on how to get started with dividend investing. Chip, a retired financial adviser shares his six-step process of how he selects dividend-paying stocks for his retirement portfolio. Chip shares how his investments have changed over his 40-year investing career to where he is today retired living in I…

1
FYR053 Simplifying Financial Advice with Neil Young 26:38

2+ y ago26:38

26:38

Neil believes in simplifying financial advice, transparency, and putting the client first. During this podcast conversation, Neil shares how the role of an IFA has changed over the years leading Neil to decide to become a regulated advisor having seen the industry change for the better which he shares in this conversation. Neil has a wide range of …

1
FYR052 Lifestyle Financial Planning with Matt Angell 34:06

2+ y ago34:06

34:06

Today I am joined by Matt Angell, director and financial planner of Creative Lifestyle Planning. Matt is a financial planner, qualified financial coach, and mentor with a focus on lifestyle financial planning. Matt is part of a new wave of financial planners who helps their clients not just fund their retirement, but also find happiness and peace o…

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FYR051 Mark Atkinson on Becoming a Self-Directed Private Investor 36:48

2+ y ago36:48

36:48

Mark Atkinson is a self-directed private investor who achieved financial independence at the young age of 53, Mark isn’t an ex-corporate CEO, he didn’t exit a multi-million-pound business, nor did he inherit millions or win the lottery. Mark quite simply saved and invested those savings into the stock market over his 30-year working career. Mark sh…

1
FYR050 How to Retire Early and Sail Around the World with Rob Dubin 41:55

2+ y ago41:55

41:55

Rob Dubin achieved a huge goal of financial independence at the young age of 42 and spent the next 17 years sailing around the world with his wife living the dream. Rob shares the four principles he used to retire early and sail around the world. Principle one, how to think about money Principle two, spend less and save more Principle three, Increa…

1
FYR049 What are NFTs with Sam Kamani 36:09

2+ y ago36:09

36:09

Sam Kamani is back with us to talk about NFTs, such as, what are NFTs, how do they work, how you can get involved, and how to value what an NFT is worth. Sam Kamani Quote “there is a reason why NFTs have generated billions of dollars of value in the last few months” close quotes. NFTs had been the best-performing digital asset class in 2021. Sam sh…

1
FYR048 How to Buy an Established Business and Plan for a Successful Exit with Craig West 25:16

2+ y ago25:16

25:16

Craig West breaks down how to buy an established business, how to value a business, and how to plan for a successful business exit. Craig West is the CEO and founder of Succession Plus which provides focused and strategic advice for SME business owners in business succession and exit planning. Craig is a successful entrepreneur who has helped over …

1
FYR047 What is Defi with Ben Knaus and Ted Theodore 1:03:41

2+ y ago1:03:41

1:03:41

What is Defi, what is yield farming, what are Dapps, what are Daos, and what are stable coins are just some of the questions that today’s expert guests answer, Ben Knaus and Ted Theodore. This episode promises to open this new digital asset space that has the potential to completely change so many areas of our lives. Ben Knaus is the Chief Growth O…

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Lee Cleasby From Fund Your Retirement Podcasts

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