Keith Ashworth-Lord interview with piworld: CV19 survival strategy

8th May '20 by TamzinPiworld

9 comments 1414 reads

piworld interview with Keith Ashworth-Lord, CIO Sandford Deland's Buffettology Fund. Keith's CV19 survival strategy. What he's been buying and selling. His views on current markets. Plus his enduring investment caveats. Business focussed investment. Lots of audience questions on current holdings. Open, no-nonsense thoughts of a very experienced investor. A must watch for any investor.

Companies mentioned:

Provident Financial (LON:PFG) - 10:25; Games Workshop (LON:GAW) - 24:12; Driver (LON:DRV), Restaurant (LON:RTN), Revolution Bars (LON:RBG) – 31:10; Liontrust Asset Management (LON:LIO), Bioventix (LON:BVXP) Rollins (ROL), Experian (LON:EXPN) – 33:00; £PAY; Rm (LON:RM.) - 33:55. Softcat (LON:SCT) – 36:00. Craneware (LON:CRW) – 37:40. Scapa (LON:SCPA) - 45:15. Trifast (LON:TRI) – 47:20; Liontrust Asset Management (LON:LIO) – 49:15

This is a recording of the piworld Thursday webinar from 7th May 2020.

Next week's piworld Thursday webinar is with Spencer Crooks FCSI ex Director of Marketing Making at Winterflood Securities. Do join us to have answered, your burning Market Maker questions. Register via this link.

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Jeffvshepherd

8th May '20

That will be interesting to listen too!

tony akram

Excellent thank you for all your work Tamzin

ezlifeme

Well worth the listen Tamsin (from the guy who is WFH and tries to do his hours ASAP and only take 30 min for lunch) Spent the hour this week and found quite. few nuggets worth the listen. Keep them coming

William K

9th May '20

Thanks Tamsin. The comments on averaging down were interesting. It's clearly a reasonable strategy if you're doing it for the right reasons on a viable stock, and you know what you're doing.

Maddox

An excellent insightful interview. It adds so much to an investment manager's credibility when they provide a candid assessment as to what decisions have worked and where things haven't gone to plan. Keith Ashworth-Lord's 'business perspective' long-term buy and hold investment style isn't optimised for current climate. No doubt the quality of the investments will show through over the medium/long-term.

They are hunting for businesses that will come out the other side of Covid-19 stronger - it'll be fascinating to see what they are buying into.

iwright7

Yes a candid interview. Whilst Keith expresses confidence in the management and company he has sold out of Revolution Bars (LON:RBG) and Restaurant (LON:RTN) saying that he is not sure they will survive; (the lockdown and its distancing aftermath). Given how cautious Boris now is, I am inclined to agree.

shipoffrogs

Excellent interview - KAL is very consistent in his messaging and approach, which is very reassuring for his investors.
Interviewing is great too - short, researched questions and then keep quiet.

shanklin100

10th May '20

Hoping to listen to the Podcast shortly but surprised no mention of Dart (LON:DTG), previously one of the funds largest holdings, in the synopsis. Will keep an ear out for any mention.

simoan

It is mentioned briefly as one of the survivors of the crisis near the start. I still don't understand on what basis he ever owned Revolution Bars (LON:RBG) or Restaurant (LON:RTN) - it would have been nice to have found out.

Another interesting webinar. Thanks, Tamzin.

All the best, Si

Keith Ashworth-Lord interview with piworld: CV19 survival strategy

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TamzinPiworld

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