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Jean Roche CFA, the Lead Manager of FTSE-listed Schroder UK Mid Cap Fund chats to podcast host Peter Higgins about finding 30 multi-baggers, the characteristics, key mid-caps in the portfolio, the team’s investing philosophy, methodology, strategy and much more. Listen here ⬇️ https://lnkd.in/e__jtqgY #Investing #MidCaps #InvestingStrategy

#CEOs #CFOs and #IRPros - How important is your Capital Structure? Bruce Campbell, CFA, CAIA, founder of StoneCastle Investment Management and I sat down to discuss his views on #investing in #smallcaps as a #fundmanager. We hit on the importance of a good cap. structure. In short - management needs to protect it and investors need to scrutinize it. It was a great interview. Always tons to learn! And a big shoutout to Olympia Trust Corporate & Shareholder Services for their support of the podcast and service to the public markets!

🚨 New Episode Alert! 🚨 Welcome to an insightful episode of the 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝘁 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗼𝗱𝗰𝗮𝘀𝘁! This time, Tony Byrne, Managing Director of Minerva Money Management, sits down with Pieter Slegers, founder of Compounding Quality. In this episode, Pieter takes us on his remarkable investment journey – from his early start at 14 to building a platform dedicated to quality investing. 🎯 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 💡 How Pieter turned a 60% loss into his best investment lesson. ⏳ The power of long-term thinking, integrity, and having skin in the game. 💼 Why Pieter chose a subscription model over launching a fund – and his exciting plans for an equity fund! 📚 The importance of continuous learning, reading, and mentoring in personal and professional growth. 📈 Thoughtful insights on navigating the stock market with a principled approach. Pieter also shares his passion for quality investing, how he built a community of nearly 290,000 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲𝗿𝘀, and why doing the right thing for investors is at the heart of his philosophy. If you’re passionate about 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝘄𝗲𝗮𝗹𝘁𝗵 𝗰𝗿𝗲𝗮𝘁𝗶𝗼𝗻 and want to explore the world of 𝘀𝘁𝗼𝗰𝗸 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴, this episode is a must-watch! 🔗 Check it out now! 👉 Youtube: https://lnkd.in/emk7uwTX 👉 Buzzsprout: https://lnkd.in/eW3TD5CK #QualityInvesting #CompoundingQuality #PieterSlegers #StockMarket #InvestmentPhilosophy #WealthBuilding #MinervaMoneyManagement #IntelligentWealthPodcast

🚨 New Episode for our Intelligent Wealth Podcast Alert! 🚨 Welcome to an insightful episode of the 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝘁 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗼𝗱𝗰𝗮𝘀𝘁! This time, Tony Byrne, Managing Director of Minerva Money Management, sits down with Pieter Slegers, founder of Compounding Quality In this episode, Pieter takes us on his remarkable investment journey – from his early start at 14 to building a platform dedicated to quality investing. 🎯 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 💡 How Pieter turned a 60% loss into his best investment lesson. ⏳ The power of long-term thinking, integrity, and having skin in the game. 💼 Why Pieter chose a subscription model over launching a fund – and his exciting plans for an equity fund! 📚 The importance of continuous learning, reading, and mentoring in personal and professional growth. 📈 Thoughtful insights on navigating the stock market with a principled approach. Pieter also shares his passion for quality investing, how he built a community of nearly 290,000 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲𝗿𝘀, and why doing the right thing for investors is at the heart of his philosophy. If you’re passionate about 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝘄𝗲𝗮𝗹𝘁𝗵 𝗰𝗿𝗲𝗮𝘁𝗶𝗼𝗻 and want to explore the world of 𝘀𝘁𝗼𝗰𝗸 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴, this episode is a must-watch! 🔗 Check it out now! 👉 Youtube: https://lnkd.in/emk7uwTX 👉 Buzzsprout: https://lnkd.in/eW3TD5CK #QualityInvesting #CompoundingQuality #PieterSlegers #StockMarket #InvestmentPhilosophy #WealthBuilding #MinervaMoneyManagement #IntelligentWealthPodcast

In this episode of The Lazy CEO Podcast, host Dr. Jim Schleckser, joined by co-host Sharon McGuire, dives into the world of private equity, a hot topic expected to gain even more traction in the coming years. The discussion starts with an overview of private equity firms, comparing them to private mutual funds that invest pooled capital into various assets, often with a lifespan of 8-10 years. These firms face pressure to deploy their cash quickly, especially after the large sums raised during COVID-19, as sitting on uninvested money can upset investors. Jim explains how private equity firms make money through the “2 and 20” model: a 2% management fee on invested funds and 20% of the profits. They aim for 8-12 investments to diversify risk, and the size of the firm dictates which companies they will invest in, often favoring deals worth millions or more. #privateequity #theceoproject #thelazyceopodcast Check it out: https://lnkd.in/gUzPFKMb

In our latest #FriendsofSanctuary #podcast, we take a deep dive into the private markets with experts from two industry leaders in the space: Bob Long, CEO at StepStone Private Wealth, and Fran Beyers, Managing Director and Head of Capital Markets at Cliffwater. Together, we break down the complexities and discuss the possible opportunities in this growing investment area. #privatecredit #privateequity #wealthmanagement #financialadvisors #partneredindependence

Preferred equity presents a compelling opportunity for lower-risk investments. In the latest episode of the Real Estate Investor MBA, guest J Scott shares how their fund was launched to invest in preferred equity, offering investors priority and security in their deals. Don't miss all the details in this episode! Tune in to the Real Estate Investor MBA podcast to hear J Scott's expert insights on this unique investment class. 🎧 Listen here: https://lnkd.in/d8WZHGZ3 Share the episode with your network and make sure to subscribe for more valuable insights on real estate investing. . . . . . #realestateinvesting #marketanalysis #biggerpockets #lehighvalley

NEW EPISODE: We talk about "the person who has done the most for investors" according to Buffett, with Eric Balchunas author of The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions One of the craziest things about Bogle is that he built Vanguard, a $7.5 TRILLION company WITHOUT becoming mega-rich (Balckrock's CEO is worth over $1B and Blackstone's CEO $36B!), and he did it on purpose. A few highlights from the conversation (that also includes clips from Billions and the Bulls documentary The Last Dance): 📈The fascinating entrepreneurial journey of Jack Bogle and the remarkable impact he has had on investors. 🧑🤝🧑How Bogle's decision to create a mutually owned mutual fund company, dramatically altered both the asset management industry and investing behaviour. 👩🏻✈️The concept of "staying the course" and its transformative impact on wealth-building for investors. 🛸Why speciality ETF providers like Ark Invest ultimately benefit from Vanguard’s impact, even if they have opposite philosophies And much much more, check out the episode on YT or audio platforms https://lnkd.in/eVzvJnPa Don't forget to reach out if you have questions! Link to the book in the comments

Preferred equity presents a compelling opportunity for lower-risk investments. In the latest episode of the Real Estate Investor MBA, guest J Scott shares how their fund was launched to invest in preferred equity, offering investors priority and security in their deals. Don't miss all the details in this episode! Tune in to the Real Estate Investor MBA podcast to hear J Scott's expert insights on this unique investment class. 🎧 Listen here: https://lnkd.in/eV8cvStZ Share the episode with your network and make sure to subscribe for more valuable insights on real estate investing. . . . . . #realestateinvesting #marketanalysis #biggerpockets #lehighvalley

Alternative investments are gaining traction as investors search for ways to diversify in response to overpriced and concentrated equity markets. 💼 In this podcast episode powered by Ensombl, host James Whelan is joined by Sinead Rafferty, CFA from Fidante and Vesna Peroska, CFA from Morningstar to delve into the world of alternatives, including private markets, hedge funds, infrastructure and property. They explore how alternatives can act as return diversifiers, uncorrelated assets and tail hedges and discuss the latest product developments making these strategies more accessible to a broader range of investors. 📊🌍 #PrivateMarkets #EquityMarkets #Property #HedgeFunds #Assets #Investment #Assetmanagement Listen to the podcast: https://lnkd.in/gzkmCrh2