{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"Keith Ashworth-Lord, The UK Buffettology Fund: interview part one","html":"","width":"100%","height":180,"duration":1899,"description":"This video can be seen at: https://www.piworld.co.uk/2019/06/28/keith-ashworth-lord-interview-part-one/\n \nKeith Ashworth-Lord, Sanford DeLand,\nChief Investment Officer, The UK Buffettology Fund\nKeith was inspired by Benjamin Graham, which led him to Buffett.  Keith views his investments as a Business Manager, rather than a Fund Manager.  An approach which has rewarded him, with Return on Investment of c.200% since he launched the Buffettology Fund in 2014.  This outstanding performance has seen investors flocking to his fund, with FUM at £1bn as at June 2019, up from £0.5 billion in January 2019!\nIn this interview Keith outlines his investing caveats, which underpin his inspiring investment performance.\nIntroduction – 00:18 Keith’s career history and his path to Warren Buffett – 01:08 What’s the optimum size of the fund? – 08:35 Constraints of the growth of FUM – 09:58 How much cash can you hold? – 12:44 What are your investment criteria? – 15:19 Porters five forces analysis – 23:24 How much is the qualitative v quantitative? 24:00 Does the extra FUM reduce the investment choice? – 25:00 New entrants to the portfolio – 27:00  \n \nKeith Ashworth-Lord biography: He is a Chartered Fellow of the Chartered Institute for Securities & Investment, having formerly been an individual member of the Stock Exchange, and he holds the Investment Management Certificate of the United Kingdom Society of Investment Professionals. Prior to setting up the business and the UK Buffettology Fund, he was a self-employed Consultant working with a variety of stockbroking, fund management and private investor clients. His work has been rewarded with the accolade of winning three top-three sectoral, and one top-ten general, Thomson-Reuters StarMine stock-picking awards in 2008, 2009 and 2010. Keith experienced investment epiphany in the 1990s when he discovered the achievements of ‘The Superinvestors of Graham-and-Doddsville’. This group of successful investors drew their inspiration from the...","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}