Keith Ashworth Lord was inspired by Benjamin Graham, which led him to Buffett. Keith views his investments as a Business Manager, rather than a Fund Manager. An approach which has rewarded him, with a return on investment of c.200% since he launched the Buffettology Fund in 2014. This outstanding performance has seen investors flocking to his fund, with FUM at £1bn as at June 2019, up from £0.5 billion in January 2019!
In Part 1 here, Keith outlines his investing caveats, which underpin his inspiring investment performance.
In Part 2 here, Keith reflects on lessons learned, valuations on good companies with specific reference to Ab Dynamics (LON:ABDP), sell discipline, Neil Woodford and much more.
