Keith Ashworth-Lord, The UK Buffettology Fund: interview part two

2019-07-05

This video can be seen at: https://www.piworld.co.uk/2019/07/05/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 yo...

This video can be seen at: https://www.piworld.co.uk/2019/07/05/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 to go to the small/mid cap market for good growth? – 14:13
How has regulation changed fund management? – 17:45
Liquidity – 18:55
Buffettology licence continuity? – 19:40
What part does luck play in investing? – 22:20
Lack of mentors – 23:11
The macro picture – 25:05
How do you feel about valuations now? – 27:57

Comments (3)