Investing tips from Strata's Edward Roskill
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]