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Join a Fund Manager, two Private Investors and a Director of three AIM-listed companies as they discuss market themes for 2024 and key lessons from 2023.
1. Lord Lee of Trafford – John Lee
Lord Lee is ShareSoc’s Patron and regarded as one of the UK’s leading private investors. John has written over 250 articles for FT Money and has given numerous lectures and interviews on his investment philosophy as a long-term value investor. In 2014 Pearsons published his well-received book “How to Make a Million – Slowly: my guiding principles from a lifetime of successful investing”. In 2019 Grosvenor House published his primer for teenagers and young investors “Yummy Yoghurt: A First Taste of Stock Market Investment”. John sits as a member of the House of Lords as Lord Lee of Trafford. He is currently doing a monthly podcast with The Investors Chronicle called “Lee and the IC”.
2. Andrew Brode
Andrew is a Non-executive Director and a major shareholder in RWS. He served as the Group’s Executive Chairman between 2003 – when he floated the business on AIM – and 2023, having led a buy-in of RWS in 1995. Andrew is also Chairman of AIM-listed Learning Technologies Group plc and GRC International plc.
He started his career as a chartered accountant, worked as an investment banker, and later became the Managing Director of Croner Publications, which was sold to Wolters Kluwer in 1977. He was subsequently appointed CEO of Wolters Kluwer (UK) plc. Andrew acquired Eclipse Publications through a management buy-in, which he sold to Reed Elsevier in 2000. He was also appointed as Non-executive Chairman of Axco Insurance Information Services by 3i prior to its sale to Wilmington plc in 2010. In June 2008 he negotiated the purchase of Epic Group plc, the UK market leader in e-learning from Huveaux plc. Epic listed on AIM in 2013 and changed its name to Learning Technologies Group plc, at which time Andrew was appointed as Non-executive Chairman. In 2012 he became the Non-executive Chairman and an investor in IT Governance Ltd (now GRC International plc after its flotation in March 2018), the leading provider of governance and risk management information in the cyber security space. In 2019 he was appointed as a Non-executive Director of Cera Care Ltd, a leading, tech-enabled domiciliary care provider.
3. Rosemary Banyard
Rosemary Banyard began her career with James Capel & Co where she was a senior investment analyst for 12 years before becoming a fund manager at AIB Govett. She rose to prominence and developed a reputation as one of the leading female fund managers in the UK after she joined Schroders in 1997. For almost 20 years she was known for running the acclaimed Schroder UK Smaller Companies Fund with Andy Brough and was for many years lead manager of the award-winning Schroder Mid Cap Fund PLC as well as heading up several other segregated UK equity mandates, managing total assets of circa £1 billion.
In 2016, she joined Sanford DeLand to launch and manage the Free Spirit Fund. The Schroder UK Mid Cap trust returned 17%* p.a while she was manager, and in her two and a half years managing money at Sanford DeLand, the Free Spirit Fund returned 31%** placing it in the top decile of the IA UK All Companies sector. She joined Downing in March 2020 to launch and manage the VT Downing Unique Opportunities Fund.
*Schroder UK Mid Cap Fund PLC, Annual Report & Accounts 2015
**Financial Express as at 28 June 2019
4. Damian Cannon
Damian Cannon is an experienced private investor who has tried almost every successful investing strategy, and plenty that weren’t, over the last 20 years. During that time, he has published deep-dive analysis articles on individual companies, blogged a monthly trading journal and established the StockSlam social investor event. This forum for like-minded investors to pitch their favourite stock was a viral favourite during the pandemic when the StockSlam went online but these days Damian is most often found as a regular guest on the Mello BASH panel. Damian probably could have saved a lot of time and effort by sticking with the Zulu Principle from the beginning but where’s the fun in that?
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