Investing tips from Strata's Edward Roskill
Updated : 15:29
Edward Roskill, founding partner at Strata talks to Conkers' Corner about some of the most useful guidelines investors should follow when selecting investments.
How he got started in trading [00:00:00]
On his educational and professional background [00:04:00]
"The stock price is always wrong... only right at one point in time, when a business is sold." [00:07:13]
What is the ethos of Strata Partners? [00:09:53]
"Companies with less than £50m market capitalisations tend to be less well examined by fund managers ... you can find little gems." [13:58:00]
"We all fall into the trap of looking at the price too closely ... often it's just unhelpful." [00:19:00]
"Just because you are investing in a large cap ... you may have a false sense of security" [00:20:33]
An example: Hunting Group. [00:21:35]
On the importance of compounding and consistency. [00:24:55]
His sector preferences. [00:28:42]
He doesn't like these two sectors. [00:28:45]
The most significant lesson he tries never to forget [00:36:30]
What does he look for in meeting with company management teams? [00:38:30]
On the importance of avoiding liars. [00:41:20]
On management greed. [00:41:48]