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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 analyst, before moving into the buy-side as an equity portfolio manager.

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 investment approach and the value of keeping a detailed investment diary. John discusses the importance of dividends, which have grown from £2,000 a year to a projected £29,000. Finally, John shares what he would say to those who are just getting started.

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 talks about her investing journey and how it has evolved over the years from investing in quality businesses to sharing some of her best investments, and some not so good. Rosemary shares her guiding principles, Investor red flags to look out for in company accounts and of course much, much more.

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 advisory company with over 80 investment analysts spanning the globe.