Fund Your Retirement Podcast

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.

In part five of this ever growing eight-part series, Judith Mackenzie and Rosemary Banyard share the highs and lows of a fund managers 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.

In part four of this now seven-part series, Judith Mackenzie and Rosemary Banyard share what is like investing through recessions and discuss the importance of investor psychology, including how you can cultivate the mindset of a long term investor. This was another great insight into how two seasoned fund managers think and how they view investing for the long term.

In part three of this six-part series, Judith Mackenzie and Rosemary Banyard share how they analyse companies for long term investing. Starting right at the beginning sharing how they go from a universe of thousands of companies to a few hundred and then to a small watch list. This was another great insight into how two seasoned fund managers think and how they view investing for the long term.

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.