Mello South 2018: Stephen English, Performance enhancers for your portfolio

The full video can be seen at: https://www.piworld.co.uk/2018/11/02/mello-south-2018-stephen-english-performance-enhancers-for-your-portfolio/ Stephen English, CFA, Blankstone Sington at MELLO South, June 2018. Presenting: Performance enhancers for your portfolio (plus other musings). This is the calibre of Keynote Speakers at MELLO. MELLO London (26/27th November), is two days of similar Keynote speakers including Lord Lee of Trafford, Judith MacKenzie (Downing), Paul Scott and Graham Neary, plus a wide selection of interesting small cap companies, alongside Stockopedia, ShareSoc and other supporters of the investing community. Here’s a link to the MELLO Events website to sign up for the event. And here’s a link to our video about MELLO Derby which was earlier this year.  A punchy presentation by Stephen outline key parts of his investment philosophy. What works? How does he make money for his clients? Thinking ahead. The psychology of investing. A check list of key criteria to look for in our own stock picking. Finally leaving us with a reading list, and recommended podcasts. Introduction: Who is Stephen? What does he do? – 00:28 Stephen’s investing style – 01:15 (Watch the fox in the background!) Dividends and Price/Earnings – 03:30 Stephen’s creed – 09:39 Investment process – 13:08 A tripartite Approach (qualitative, quantitive, psychological) – 23:28 Growth or Value – a false dichotomy -26:14 Performance enhancing strategies – 27:22 IPOs – 43:15 Stock example: AlphaFX – 44:07 Learning what can’t be taught – 45:10 Questions for management – 45:53 Blankstone Sington IHT portfolio performance – 46:43 Recommended reading/listening – 47:45 Summary – 49:58 Q&A – 51:00