ILT006 Memorable Meetings with Company Management & AGMs with Judith Mackenzie & Rosemary Banyard | Part 6

Fund Your Retirement Podcast

In part six of this investing eight-part series, Judith Mackenzie and Rosemary Banyard share the highs and lows of meetings with company management, red flags to look out for and their views on annual general meetings, more commonly known as AGM’s.

Key topics covered:

• How important are AGMs in your analysis of companies - do either of you attend AGMs?
• Voting, is it important? What do you tend to vote against?
• Have you any memorable experiences with management that stand out, good and bad?
• What red flags put you off management?

Each episode of this now eight-part series builds on the next as they walk you through an investor's journey.

If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you’re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers.

Timestamps:

1:40 Judith and Rosemary explain what an AGM is.

3:30 Re-election of directors for listed companies.

5:30 Voting at AGMs and what do Judith and Rosemary vote against.

9:15 Judith and Rosemary's thoughts on AGMs.

12:50 Memorable meetings with company management.

17:30 What characteristics make a good CEO, MD or founder?

24:45 Thoughts on family-led companies.

28:00 Final thoughts and two worthwhile books to read.

Hope you enjoy this episode and have a wonderful day.

The FYR Team

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Links & Resources:

Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers

Follow Dowing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en

Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf

Next annual reports: https://www.nextplc.co.uk/investors/reports-and-presentations/archive

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Follow FYR on Twitter: https://twitter.com/FRetirement

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes 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.