Talking Money: Picking stocks in the style of Buffett
Talking buy and hold with fund manager Keith Ashworth-Lord
In this week’s Money Makers podcast Jonathan Davis talks to Keith Ashworth-Lord, manager of the Sanford DeLand UK Buffetology fund, about his investment philosophy and current portfolio. A former City analyst, Mr Ashworth-Lord has put in a strong performance since moving into fund management with his specialist small and mid-cap fund. Many professional investors name check Warren Buffett as an inspiration, but what exactly are the key principles that other professional investors can usefully incorporate into their methods – and how well do they translate to the UK market?
These podcasts are the latest in a series of free regular interviews with prominent figures in the investment world, brought to you by Money Makers. You can sign up here to be notified about the next podcasts in the series, which are free to air – or subscribe on iTunes and other podcast services. Jonathan Davis, the founder of Money Makers, is also the founder of Independent Investor, a sister publishing and newsletter business. An active professional investor, he is a Senior Adviser at Saunderson House, a Member of the Chartered Institute for Securities and Investments and the author of several books about professional investors. More details at www.independent-investor.com.
Keith Ashworth-Lord’s career spans over thirty years in equity capital markets, working in company investment analysis, corporate finance and fund management.Prior to setting up Sanford DeLand Asset Management Ltd and the UK Buffettology Fund, he was a self-employed Consultant working with a variety of stockbroking, fund management and private investor clients. He is regarded as one of the foremost authorities on the investment philosophy of Warren Buffett and Charlie Munger and a keen student of the teachings of Benjamin Graham and Philip Fisher.