The journey of the investor from beginner to pro with Graham Neary
The journey of the investor, from beginner to pro – interview with Graham Neary by Tamzin Freeman, piworld. Graham discusses the investing options for individuals who want to manage their future financial security. He starts with an IFA, covers the use of passive funds, and then moves into the more sophisticated skills of self-investing. Graham […]
The journey of the investor from beginner to pro with Graham Neary
The journey of the investor, from beginner to pro – interview with Graham Neary by Tamzin Freeman, piworld.
Graham discusses the investing options for individuals who want to manage their future financial security. He starts with an IFA, covers the use of passive funds, and then moves into the more sophisticated skills of self-investing. Graham describes aspects of his own investing journey, with reference to specific holdings in his own portfolio.
Graham Neary is Director of Cube.Investments, the platform for objective, independent financial analysis, and writes the Stockopedia Small Cap Value Report with Paul Scott.
Graham is a full-time investor and analyst with a decade of financial markets experience. He has worked on the sell-side as a fixed income analyst at independent research firms, and on the buy-side as equity portfolio manager for an international financial services organisation.
Graham is a CFA Charterholder, also holding the Investment Management Certificate and the STA Diploma in Technical Analysis. He graduated in mathematics from Trinity College, Dublin.
Introduction to Graham – 00:38
Graham’s views on IFA’s – 02:30
Passive funds – 03:49
Managing your own money – 07:56
Where to start doing your own research? – 10:02
What’s Graham’s style of investing? – 11:13
Losses? Being OK with a 50% drawdown – 12:57
What is the catalyst for Graham to sell? – 14:44
Value v Quality – examples – 15:49
Organic growth v acquisitions – 18:05
Tandem Group (TND) – low earnings multiple – 20:47
Quality holdings in Graham’s portfolio – 23:09
Customer concentration – 26:00
Financial stocks – 26:37
What rate of return are you looking to achieve? – 29:00
Risk management – 30:20
Position size in portfolio – 32:10
Outlook for 2019 – 33:51
More piworld interviews
29:44
Keith Ashworth-Lord, The UK Buffettology Fund: interview part two
Keith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more. Valuation of good companies – 00:20 AB Dynamics – 02:08 Sell discipline – 04:45 Lessons learned from past mistakes – 06:04 Lessons learned from Woodford? – 10:08 Do you have […]
31:34
Keith Ashworth-Lord, The UK Buffettology Fund: interview part one
Keith Ashworth-Lord, Sanford DeLand, Chief Investment Officer, The UK Buffettology Fund. Keith 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. […]
29:34
Gervais Williams investor interview
Senior Executive Director, Miton Group plc Gervais talks to piworld about his background, who influenced his investing style, the macro themes, liquidity, the outlook for the markets and how his funds are positioned. Introduction & Gervais’ background – 00:20 Who have been the main influencers in your career – 01:55 What was the attraction of […]
33:14
Navigating the markets with Stephen English – (part 2 of 2)
Stephen English BA(Hons), CFA Chartered FCSI Blankstone Sington: Investment Director – Head of AIM stocks Another fascinating 30 mins with Stephen, where he discusses the structure of AIM and liquidity. Interestingly, he suggest that the next financial event will be due to lack of liquidity. Pleasingly he’s an enthusiast of retail investors managing their own […]
41:28
Navigating the markets with Stephen English (part 1 of 2)
Stephen English BA(Hons), CFA Chartered FCSI Blankstone Sington: Investment Director – Head of AIM stocks Stephen gives great insight on the macro economic environment investors face today, and where he sees the opportunities. He talks about some criteria for his stock selection, illustrated with examples. He discusses catalysts for selling. He speaks of the changes […]
26:53
The Non Executive Director with Chris Spencer Phillips, interviewed by Tamzin Freeman
Chris Spencer Phillips is MD of First Flight Non Executive Directors, who recruit NEDs and Chairs. Chris gives us a little insight into the world of Non Exec Directors (NED). What they do? Their background? How they are recruited. With case studies of when it works, and when it doesn’t. How did you get involved […]
43:03
Interview with Erik Townsend – Digital currency & the future of money
Digital currency adoption by Government, Central Banks and much more Tamzin Freeman is joined by Erik Townsend, the originator of macrovoices.com, and the author of Beyond Blockchain – the death of the dollar and the rise of digital currencies. Erik discusses how initially he ignored digital currency, and latterly realised its scope could change the […]
36:40
The journey of the investor from beginner to pro with Graham Neary
The journey of the investor, from beginner to pro – interview with Graham Neary by Tamzin Freeman, piworld. Graham discusses the investing options for individuals who want to manage their future financial security. He starts with an IFA, covers the use of passive funds, and then moves into the more sophisticated skills of self-investing. Graham […]
35:44
The Analyst with Gareth Evans, Progressive Equity Research
Gareth Evans, Founder Progressive Equity Research interviewed by Tamzin Freeman, piworld Gareth describes the role of the analyst, clarifying where the analyst sits within the bank/broker’s services, and where they sit commercially. He gives great insight to the delicate balance of client relationships, reputation and integrity. Finally, he covers off the effects of MiFID II. […]
35:36
The Financial PR with Reg Hoare, Managing Director, MHP Communications
piworld’s Tamzin Freeman interviews Reg Hoare about the role of the Financial PR. Reg’s background: Reg joined MHP in 2010 and has over 30 years City experience, initially gained with 11 years in investment banking and securities, principally at SG Warburg and Nomura. He switched to financial PR in 1995, and specialises in advising mid […]
27:21
John Rosier: reflections on 2018 Interview by Tamzin Freeman
John Rosier: reflections on 2018 John Rosier, a full time private investor with over 30 years’ investment experience and a regular contributor to the Investors Chronicle magazine. John runs a website, which is a journal of two live portfolios. It reports on the progress, explains the rational behind each investment decision and comments on latest […]
36:24
Tamzin talks Tech with Gareth Evans from Progressive Equity Research
Tamzin talks Tech with Gareth Evans from Progressive Equity Research Gareth has over 15 years research experience covering pan-European Chemicals & Technology sectors. He founded Progressive Equity Research in 2012. Formerly, Gareth held research positions at ABN AMRO, Canaccord & Investec, where he was Joint Head of Research and was awarded techMARK Analyst of the […]
You might be interested in
0
16:17
