Mello South 2018: Stephen English, Performance enhancers for your portfolio
Stephen English, CFA, Blankstone Sington at MELLO South, June 2018. Presenting:
Performance enhancers for your portfolio (plus other musings).
This is the calibre of Keynote Speakers at MELLO.
MELLO London (26/27th November), is two days of similar Keynote speakers including Lord Lee of Trafford, Judith MacKenzie (Downing), Paul Scott and Graham Neary, plus a wide selection of interesting small cap companies, alongside Stockopedia, ShareSoc and other supporters of the investing community.
A punchy presentation by Stephen outline key parts of his investment philosophy. What works? How does he make money for his clients? Thinking ahead. The psychology of investing. A check list of key criteria to look for in our own stock picking. Finally leaving us with a reading list, and recommended podcasts.
Introduction: Who is Stephen? What does he do? – 00:28
Stephen’s investing style – 01:15 (Watch the fox in the background!)
Dividends and Price/Earnings – 03:30
Stephen’s creed – 09:39
Investment process – 13:08
A tripartite Approach (qualitative, quantitive, psychological) – 23:28
Growth or Value – a false dichotomy -26:14
Performance enhancing strategies – 27:22
IPOs – 43:15
Stock example: AlphaFX – 44:07
Learning what can’t be taught – 45:10
Questions for management – 45:53
Blankstone Sington IHT portfolio performance – 46:43
Recommended reading/listening – 47:45
Summary – 49:58
Q&A – 51:00
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