Investing Matters Investing Matters

To quote Danica McKellar, “Maths is the only place where truth and beauty mean the same thing”.

With that in mind, welcome to this insightful Investing Matters interview with the hugely successful Fund Manager, Jean Roche CFA, the Lead Manager of FTSE-list Schroder UK Mid cap Fund and one third of Schroders' UK Small Mid cap Team with Andy Brough and James Goodman.

After attaining a Master’s Degree in Financial and Industrial Mathematics from Dublin City University, Jean was successful in being selected for Morgan Stanley’s graduate programme and commenced her investment career in 1999. As an Equity Analyst, Jean covered the tobacco sector, food producers, then general retail. Jean also worked for Panmure Gordon, before moving to Hargreave Hale in 2013 as a Fund Manager.

Having been personally selected by the hugely talented and respected investing legend Andy Brough, Jean joined Schroders in 2016 and became Fund Manager of Schroder UK Mid Cap Fund plc in February 2021, having been Co-Fund Manager since September 2016. They have been successfully compounding fantastic investment return for Schroders and their investors ever since. Most recently Jean was nominated for the award of Fund Manager of the Year in the Plc Awards.

In this Investing Matters interview, Jean gives a brief overview her roles and responsibilities at Schroders, the winning analytical methodology and processes undertaken by the Schroders Mid Cap team when selecting long-term holdings, the importance of checking balance sheets, compounding winning stocks, her own personal investing strategy and much more.

Topics and discussions also include:

-The Schroder Mid Cap team’s investing philosophy, methodology and strategy

-The Heineken index.

- Stocks, Games Workshop, 4Imprint, Chemring, Babcock, Bodycote, Qinetiq, Inchcape, Dunelm, Man Group, Renishaw, Oxford Instruments

--When to sell a holding.

-Unique, Flex & stocks to avoid.

--ESG / Sustainability.

-Digital transformation.

-The importance of balance sheet screening.

-Personal investing strategy, Pension.

-ETFS.

-Diversity / Inclusion / The Diversity Project brainchild of Dame Helena Morrissey

-Finding 30 multibaggers, what are the characteristics



We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

To quote Wayne Huizenga, “Some people dream of success, while other people get up every morning and make it happen”.

With that in mind welcome to this latest episode in the Investing Matters podcast series in which I have the privilege of speaking the hugely multi-talented and globally respected Writer, Trader, Musician, DJ, Entrepreneur, Financial Educator, former Wall St trader and Editor of The Daily Dirtnap, a newsletter for professional investors, Jared Dillian. The author of four books including the fantastic Harriman House recently published book: No Worries, How to live a stress-Free Financial Life.

Jared graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, from the University of San Francisco in 2001 with a Master’s in Business Administration, concentration in Finance, and from the Savannah College of Art and Design in 2023 with a Masters in Fine Arts in Writing. Jared worked for a small floor market maker on the Pacific Options Exchange from 1999-2000 and was a trader for Lehman Brothers from 2001 to 2008, specializing in index arbitrage and ETF trading.

Jared is a master of market psychology and has been called the “Dr. House” of trading, and he has a following ranging from casual investors to professional traders and hedge fund managers.

He has been a regular contributor at Bloomberg Opinion, Forbes, TheStreet.com, and other outlets. Jared is a frequent speaker at conferences, and his appearances include MSNBC, Bloomberg TV, The New York Times, LA Times, Business Insider, was the host of The Jared Dillian Show, a nationally syndicated radio show on personal finance.

In his spare time, Jared is a progressive house DJ and speaks frequently on mental health issues at financial institutions. Additionally, Jared is an adjunct professor in the business program at Coastal Carolina University. He was also an investment strategist at Mauldin Economics.

In this fascinating and insightful Investing Matters interview Jared Dillian a survivor of 9/11, financial educator, former Wall St. trader, with over twenty-five years’ experience of the markets, shares many investing, trading and personal finance lessons and strategies on how to achieve a “No Worries” stress-free financial life.

Topics and discussions include:

-Desired to a writer and author

-Serving a spy for Coast Guard Intelligence.

-His catalyst for going part-time to Business School.

-Outworking everyone else.

-His first lucky break in finance.

-His hunger and determination to succeed.

-Working on the Trading Floor

-Working at Lehman Brothers as an Index Arbitrage trader & later as the Head of the ETF trading desk.

-Lessons learned at Lehman Brothers

-Rejecting a huge financial salary & security.

-Backing himself & the importance of thinking big.

-The Daily Dirtnap newsletter growth & success.

- How & when he started investing and his current Investing/trading philosophy.

-Always being contrarian.

-Buying out of favour stocks.

-Sentiment a recurring winning strategy.

-Huge OIL qualitative trading success.

-Psychology.

-Deep value investing

-No stock, no index, no mutual fund is safe.

-Generating risk adjusted returns.

-Minimising volatility.

-The characteristics and straits of success investors & traders.

-Hedge Funds

-Growth of Private Equity and potential risks.

- How to “Live in the Noise” of the markets and optimise your decision making.

-The rationale behind the use of “Invest then Investigate”.

-The book, No Worries: How to live a stress-Free Financial Life.

-Why F.I.R.E. is a dumb philosophy.

-- Why we can all choose how much money we earn.

- The optimal way to minimize financial risk and stress.

-Buying Vs Renting property

-The Cult of Home ownership

- The rule 150.

-Investing diversification.

-The awesome portfolio of ETFs.

-Stocks/Bonds/Cash/Gold/Real Estate

-Trading Bitcoin

-The emergence of the Bitcoin ETF

-The option value of

As the Biologist, Researcher and two-time Pulitzer Prize winner, Edward Osborne Wilson stated, “In our attempt to make scientific discoveries every problem is an opportunity and the more difficult the problem the greater will be the importance of its solution”.

With that in mind welcome to this latest episode in the Investing Matters podcast series with the hugely talented and globally respected, Dr. Jeremy Skillington, the Scientist, Biotechnologist, Entrepreneur and CEO of London AIM listed, £50 million market cap Poolbeg Pharma.

Poolbeg Pharma plc is a biopharmaceutical company that is engaged in the development of medicines to address the unmet need for infectious and other prevalent diseases. The Company is involved in the development of a range of pharmaceutical products. Its product pipeline includes POLB 001, POLB 001 Oncology, POLB 001 Influenza, AI Programs, Oral GLP-1R Agonist.

Its POLB 001 aims to target the Cytokine Release Syndrome (CRS) associated with many cancer immunotherapy treatments which impacts 70% of patients undergoing CAR T or Bispecific Antibody therapy. The company uses artificial intelligence to identify infectious disease drug targets & treatments.

Its Oral GLP-1R Agonist is a delivery system which offers a scalable, natural, Generally Regarded As Safe (GRAS) approved solution for the oral delivery of metabolic peptide cargo to specific areas of the gut and into systemic circulation for the treatment of diabetes, obesity and other metabolic diseases.

Jeremy whose father worked at a Pfizer manufacturing plant in Cork, Ireland, “Always had an interest in the sciences”. Which would first take him to Munster Technical University where he attained his Diploma in Food Science and Technology, followed by his Biochemistry, Bachelor of Science Degree with Honours from the University of Galway (UoG). He also later attained his Biochemistry PhD from UoG.

After completing his PhD Jeremy did Postdoctoral research at the University of California, San Francisco for three years before entering the Biotech industry in the Business Development group at Genentech in California in 2002. Throughout his time at Genetech up to 2009 Jeremy played a significant role in executing over forty licensing, investment and collaborations with biotech companies globally.

Jeremy recalls, “how he learned so much from this hard-working, driven, smart but friendly and supportive Genetech Business Development team. With two stand out people in those early days, being his hiring manager, Dr Jonathan Lewis, an Oxford educated Immunologist and investment banker, and an industry veteran, Dr Jack Obijeski. Who both took him under their wings and showed him the biotech ropes.

Since returning to Ireland in 2009, Dr Jeremy Skillington has crammed in an awful lot globally, including investing in the Medtech space, being the third employee of the very significant Irish biotech firm Inflazome, which after a mere four years achieved a landmark exit in September 2020 when it was purchased by Swiss drug giant Roche, This after Inflazome’s leadership team with Jeremy heading up its business development had driven its phenomenal success. Then in 2021 he took “the call“ from seasoned serial entrepreneur Cathal Friel to become the CEO of Poolbeg Pharma. Jeremy has held that role since mid-2021 prior to Poolbeg Pharma’s AIM listing in July 2021.

Dr Jeremy Skillington, CEO of Poolbeg Pharma now has over twenty-one years’ experience in the biotech industry, please listen to his fascinatingly insightful Investing Matters interview. As he shares insights on the global and Irish MedTech, Pharma, Biotech industry, angel investing via the Medtech Syndicate, the importance having “skin in the game”, leading and investing his money into Poolbeg Pharma’s long-term potential, due to its world class leadership team and robust pipeline of innovative products and much more.

To quote Melinda Gates, “When we invest in women, we invest in a powerful source of global development”.

With that in mind, welcome to this insightful global women’s, diversity and inclusivity champion Alexandra McGuigan, the CEO and Founder, of Inclusive Asset Management.

Inclusive AM is a consulting firm focused on changing the face of the asset management industry. They do so by giving visibility to diverse investment talent and helping them to access wider networks to improve their chances at success.

‍The Asset Management industry favours larger fund managers as they are deemed less risky. The problem is, as assets under management grow, returns tend to decrease incrementally. This means that new innovative fund managers never make it to scale, and investment returns are stifled by size.

Inclusive AM’s goal is to change that and therefore change where capital flows go, to ensure the growth potential of innovative fund managers. Although women and minorities are overrepresented in top quartile investment performance, they end up managing one cent in the dollar. This presents an exceptional opportunity for allocators to have greater diversity in their portfolios. Inclusive AM works with diverse managers to change the demographics of the investment industry.

Prior to founding Inclusive AM, Alexandra was the Global Development Director for 100 Women in Finance and was responsible for all business development and corporate engagement.

A sales and marketing strategist with a specialisation in alternative investments, Alexandra has successfully helped international fund managers navigate and develop a presence in the APAC region, raising over $2.5 billion AUM from institutional investors.

Based in Singapore, Alexandra has also held senior roles at Tribeca Investment Partners, SHED Enterprises, and Investec, where she was responsible for developing and implementing sales and marketing strategy for products and new business opportunities.

Alexandra has worked with international fund managers, across asset classes including GAM, Adveq, Och Ziff, Diamond Asset Advisors and Qblue Balanced.

She started her career in Asset Management at BNY Mellon Asset Management.

Alexandra is a Chartered Alternative Investment Analyst and a CAIA Singapore Chapter Executive. She holds an MBA majoring in International Business from UTS and has a BA Media Communications, Sydney University. She has studied in Australia, France and the USA.

Although fewer females are in the stockmarket or are in leading positions as CEOs, CFOs, Founders, Fund Managers, Asset Managers or Wealth Managers, numerous studies have found that women investors over the long-term outperform their male peers. In this fascinatingly insightful Investing Matters interview Alexandra McGuigan will share with you the inspiring career path and investment journey that has taken her around the world, enabled her to speak various languages and light the entrepreneurial leadership spark in many men and countless women around the world in her quest to make the Asset Management industry far more inclusive.

Topics and discussions also include:

-Career starting in the Wine Industry

-Passion for education and continual learning

-Roles, experiences & lessons working in the Asset Management industry

-Personal investing strategy

-Role as CEO & overview of Inclusive AM

-Benefits of diversity & inclusivity for Corporations

-Gender pay gap

-Imposter Syndrome & Confidence

-Importance of good leaders & mentors

-Private Equity, supply chains

-Financial discipline / Superannuation / Compounding

-Good investment opportunity

-Succeeding against the odds

- 100 Women in Finance / Gender Equality / Diversity / Inclusion

- CAIA Association

-Association of Investment Companies research

-The importance of backing yourself & self-development

-Raising your first billion dollars

-Unconscious bias

-Inspiring & investing in others

-Plans to launch a Woman’s Fund

- and m

To quote John Maynard Keynes, "Successful investing is anticipating the anticipation of others”.

It is rather important therefore to conduct thorough prior preparation, due diligence and research before investing. With that in mind, welcome to this insightful research focused episode of the Investing Matters series, which is with the hugely talented Edward Marten, the former Independent Financial Adviser, former Investment Banker, turned entrepreneur, Founder and CEO of QuotedData.

QuotedData publishes free, reliable educational resources, research and news on carefully selected sectors and companies, some of which is sponsored. Investment companies and real estate investment trusts (REITs) are their core focus of service. QuotedData aim to offer all investors access to the same resources that a professional investor would use. In addition, they provide data, including performance charts and statistics, across the full spectrum of pan-European equities. Their team of expert analysts write objective balanced articles and research notes to provide all investors with information that would enable them to make their own investment decisions, or to understand in more detail what their Independent Financial Adviser is recommending to them.

Prior to founding QuotedData in 2013, Edward spent over 10 years in investment banking with Cazenove (now JP Morgan Cazenove) and before that, Collins Stewart (now Canaccord Genuity). At Cazenove, Edward focused on Investment Trusts, working with the number-one Extel-rated team, and broadened his focus to Pan European equities, servicing a global investor base and raising over €1 billion for companies. Afterwards Edward set up an equity agency broker that was subsequently sold to SpareBank1Markets, part of the second biggest savings alliance in Norway.

“Learning is an ornament in prosperity, a refuge in adversity, and a provision in old age.” Therefore, please listen now to this insightful Investing Matters interview with Edward Marten, the Founder and CEO of QuotedData. As he shares his vast knowledge and expertise from working in and across the Investment industry. The topics we discussed include:

-Holistic picture of finance, wealth and investments

- Sales / Equity Sales

-Trading floor / Investment Banking

-Entrepreneurial drive to build

-An overview of QuotedData & its services

-Investment companies / Real estate investment trusts

-Independence

-Sponsored content / Advertising / Research

-Personal investing strategy

-Capital markets

-Quality research analysts

-Code of Conduct

-Investing long-term

-Quality research

-Listed investment funds

-Diversification

-Absolute funds / Multi-asset funds

-Cost Review

-Investment companies’ discount

-ESG / Cleaner energy assets / Renewables / Green washing

-Oversold valuation of the UK

-British ISA

-Magnificent 7 / Artificial Intelligence / Generative Ai

-Investment industry consolidation / Outflows /

-Merger and Acquisitions / Disposals / Takeovers

-Creating growth / Value for money

-Financial education

-Wealth creation



We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Hi everyone, the London South East and Investing Matters teams and I took the Investing Matters interviews on the road again. We conducted our third "LIVE" event, and it was our second LIVE panel session at the largest investors event in London at the Master Investors Show. With our timely topic of discussion being:

Just how undervalued is the UK Stock Market?

When the UK recovery does come through, which #stocks could have the greatest #investment potential?

From a packed Gallery stage with many delegates finding standing room only, my fantastic panel of stellar investment industry experts consisted of:



George O'Connor : Progressive Research' Technology Analyst, the award-winning, sell-side equities analyst covering software & IT Services

Charlie Huggins (CFA) : Head of Equities of Wealth Club

Stephen Yiu : Lead manager of the Blue Whale Growth Fund

Gervais Williams : Head of Equities of Premier Miton Investors



Each individually and brilliantly delivered their presentations to a packed audience with regards to:

Just how undervalued is the UK Stock Market?

When the UK recovery does come through, which #stocks could have the greatest #investment potential?



The topics recorded from this fantastic panel session for your educational pleasure include:

-Quality shares

-Best stocks

-Valuations

-Takeovers

-New Tech cycle

-UK attractiveness / cheapness

-Potential UK catalysts

-Value stocks

-Total returns

-Stock picking

-Quantitative Tightening & Quantitative Easing

-Artificial Intelligence

-Generative Ai

-Global mindset / Home bias

-Computacenter

-Next Plc

-Compass Group

-YU Group

-CyanConnode

-Relx

-Experian

-Croda

-Capita

-Beeks Financial

-Oxford Metrics

-Magnificent 7

-Nvidia

-Total Addressable Market

-Sitting on a goldmine

& much more

The London South East, Investing Matters teams and I, as host of the LIVE Investing Matters panel session at the Master Investor Show, would like to say a huge thank you to George O’Connor, Charlie Huggins, Gervais Wiliams and Stephen Yiu for their outstanding presentations, for sharing their knowledge, expertise, strategies and for answering the questions of our astute LIVE Master Investor Show audience and our global Investing Matters audience.

I would personally also like to also say a huge thank you to Tim Corcoran and the Master Investor Show team for their kindness, support and for achieving what was the best and most successful Master Investor Show 2024.

We hope you enjoy this recording and very much look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.