Algy's Investment Podcast

In this conversation with Peter Davies, Head of Lansdowne's Developed Market Strategy, he shares insights from his impressive investment career. He discusses the evolution from hedge fund strategies back to long-term client-focused investments. Peter explores the potential of share buybacks and bank performance in a rising interest rate environment. He highlights the innovative contributions of UK universities to economic growth and emphasizes the importance of personal investment philosophies for aspiring finance professionals.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.

Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.

In this engaging discussion, Anthony Bolton shares his remarkable journey as a fund manager at Fidelity, where he achieved a 19.5% compounded return over 28 years. He delves into the principles of value investing and shares insights on emotional stability and adaptability needed for contrarian investing. Bolton emphasizes the significance of long-term market analysis and the impact of diverse broker insights. He also navigates the complexities of investment decisions, offering personal anecdotes and exploring the challenges of the Chinese market.

Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/DisclaimerAll content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.

Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/DisclaimerAll content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.

Guest William De Gale discusses navigating tech investments, importance of semiconductors, analyzing profitable portfolios in tech sector, and balancing arrogance and humility in fund management for success.

Terry Smith discusses the power of compound interest and the value of reinvesting profits in businesses. He emphasizes the importance of return on capital employed, diversification with around 20 companies, and a patient, low turnover strategy. Smith also talks about analyzing original financial statements over adjusted numbers, maximizing returns, evaluating investments, and the importance of extensive learning before investing.