In this episode of 'Investing for the Long Term' Season 2, hosts Judith Mackenzie and Rosemary Banyard are joined by Claire Milverton, CEO of 1spatial, an AIM-listed geospatial technology company based in Cambridge.

Claire discusses 1spatial's innovative solutions in location data management, her career journey, and the unique challenges and opportunities of leading a global business in the geospatial sector.

The episode also delves into the importance of data accuracy, the transition from finance to CEO, and the future prospects of 1spatial. The conversation provides valuable insights into investment considerations and the evolving landscape of geospatial technology.

Timestamps:

00:30 Introducing Claire Milverton, CEO of 1spatial

01:19 Background on 1spatial

02:15 Claire's Career Journey

03:42 Global Reach and Growth

04:05 Building Recurring Revenues

05:40 Challenges and Innovations

14:37 Finance Background and CEO Role

17:14 Investing in Innovation

19:03 Mentorship and Support

21:08 Work-Life Balance

23:06 Being a Listed Company

28:17 Achievements and Advice

31:39 Recommended Books and Podcasts

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.

Hope you enjoy this episode and have a wonderful day.

Links & Resources:

Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers

Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en

Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Follow FYR on Twitter: https://twitter.com/FRetirement

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In the first episode of season 2 of 'Investing for the Long Term' hosted by Judith McKenzie and Rosemary Banyard, the duo chats with Andy Brough, a prominent figure in the small and mid-cap investment space.

Andy shares his career journey, key lessons, and experiences in fund management, providing valuable advice for new and seasoned investors.

The discussion touches on the evolution of the investment landscape, the impact of private equity, and the importance of continuous learning and attention to detail in the field.

Timestamps:

00:29 Introducing Andy Brough

01:16 Judith and Rosemary's First Encounters with Andy

04:12 Andy's Career Journey

06:03 The Evolution of Fund Management

08:43 Insights on Accounting and Fund Management

11:56 Influential Figures and Mentors

16:09 The State of the UK Market

19:10 Reflections on Government Policies

24:04 Career Achievements and Advice

27:33 The Signature Red Shirt

29:22 Recommended Reads and Final Thoughts

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.

Links & Resources:

Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers

Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en

Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Follow FYR on Twitter: https://twitter.com/FRetirement

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the 'Fund Your Retirement Podcast,' host Lee interviews Simon Evan-Cook, a multi-asset fund of funds manager with over 25 years of experience. Simon shares his journey into fund management, his investment philosophy, and the key principles guiding his strategy, particularly his preference for active fund managers.

He discusses the dynamic nature of fund management, how he identifies exceptional fund managers, and the importance of understanding both the art and science behind investing in funds. The conversation also touches on the pros and cons of active versus passive fund management, the impact of fund size on performance, and the emotional challenges investors might face. Simon emphasizes the value of patience, understanding market cycles, and making informed, long-term investment decisions.

Timestamps:

01:40 Simon's Journey into Investing

02:50 Discovering the Passion for Fund Management

07:06 Simon's Investment Strategy

12:37 Active vs. Passive Fund Management

20:16 Screening for Fund Managers

20:22 Identifying Extreme Funds

22:54 The Hero's Journey of Funds

25:04 Holding Periods and Fund Manager Longevity

26:26 Challenges of Managing Large Funds

00:05 Understanding Fund Dynamics

31:21 Final Thoughts on Active vs Passive Investing

36:35 Book Recommendations and Closing Remarks

If you like the episode, please leave us a review and subscribe for future investor interviews.

Hope you enjoy this episode and have a wonderful day.

Guest Links & Resources:

Visit Simon’s Profile on The Dowing Website Here: https://www.downing.co.uk/downing-fund-managers/vt-downing-fox-funds

Join Simon’s Medium mailing list: https://simonevan-cook.medium.com/

Visit Simon’s Billion Dollar Book Club: https://uk.bookshop.org/lists/the-way-of-the-fox-ten-texts?

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.