• 002 - How Do You Construct An Investment Portfolio?
    Mar 28 2024

    Welcome to Episode 2 of The Professional Investor Podcast.

    In this episode we will explore how a professional investor constructs an investment portfolio.

    Our guest today is Chris Boxall. Chris has returned after joining us for our debut episode. Chris is co-founder and portfolio manager at Fundamental Asset Management. He has 25 years as a professional investor under his belt having worked in New York as well as the UK.

    Chris will talk about:

    • His strategic investment approach
    • Risk
    • Research
    • The key criteria he looks for in a company
    • His strategy around diversification – including a sector he stays away from
    • As well as some of the challenges there are in the market at present

    Links & Guest Resources:

    Chris Boxall on LinkedIn

    Jonathan Bramall on LinkedIn

    Fundamental Asset Management on LinkedIn

    Fundamental Asset Management website

    Fundamental education webinars

    Follow Fundamental Asset on Twitter

    Disclaimer: This podcast, all opinions and information are for educational purposes only 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.

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    21 mins
  • 001 - The Professional Investor
    Mar 14 2024

    Welcome to Episode 1 of The Professional Investor podcast. Today's professional investor is Chris Boxall. Chris is co-founder and portfolio manager at Fundamental Asset Management.

    Chris gives his opinion on the Budget and explains some of the changes he would like to see at the London Stock Exchange.

    Chris has 25 years as a professional investor under his belt having worked in New York as well as the UK. Back in 2004, Chris and his colleague Stephen Drabwell brought an American approach to investing over to the UK when they founded Fundamental Asset Management. The firm as well as managing general portfolios, has a focus on smaller companies on AIM including running a specialist AIM for Inheritance Tax Portfolio Service. Chris is the long term editor of the popular research site Investor’s Champion.

    Key topics:

    • The Budget

    • The London Stock Exchange

    • The Financial Times coverage of Chris’ recommendations

    Links & Guest Resources:

    Webinar: “How Do You Use AIM For Inheritance Tax Planning?”

    Previous Fundamental education webinars

    Fundamental Asset Management

    Follow Fundamental Asset on Twitter

    Chris Boxall on LinkedIn

    Fundamental Asset Management on LinkedIn

    Disclaimer: This podcast, all opinions and information are for educational purposes only 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.

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    14 mins