Hosted by Lee Cleasby
FYR069 UK Small-Cap Investing With Fund Manager Chris Boxall
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 private investor.
Prior to Fundamental Chris oversaw activities at the Washington Financial Group, where he was a Director and a key member of the investment management team of the Washington US Fund Ltd, a successful equity fund.
While Chris’s main responsibility is his role as director of Fundamental assets, he is also the co-founder of Investor’s Champion an investment research website covering companies, funds, economics and the hottest topics in global investment.
His investing journey
The inheritance tax breaks on AIM
how investing in AIM companies has changed over the last 20 years
the differences between being a private investor and a fund manager
Some of his best investments in the last 20 years, which he still holds to this day
and weaved throughout the conversation a handful of companies he has high hopes for presently, and of course much much more.
1:30 How Chris got started on his investing journey
2:30 What type of investor is Chris Boxall
4:00 Why does Chris focus on the UK small caps on AIM
6:30 Inheritance tax breaks on AIM-listed stocks
8:15 Potential threats to the Inheritance tax breaks on AIM-listed stocks
9:30 How the AIM market has evolved over the last 20+ years
11:45 Two companies that worked out very well for Chris and why
16:30 Two companies Chris holds a high conviction in presently
20:00 Chris’s view and experience on meeting many CEO’s and founders over the last 20 years
24:00 Chris’s view on the AIM market
28:00 Chris on international stocks on AIM
29:45 Advice on becoming a fund manager, if that thought has crossed your mind
35:15 Why did Chris co-found Investors Champion
38:15 Closing thoughts and wrap up
Hope you enjoy this episode and have a wonderful day
The FYR Team
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