Video: Leon Boros interview with piworld - achieving exceptional investing returns

Thursday, Nov 09 2017 by

This interview gives insight to Leon's criteria for stock selection, and how he's achieved a 44% return ytd, as at November 2017.

Leon very generously talks about his returns over the last 25 years and what that experience has taught him.

Leon goes into the detail of his stock selection, portfolio weighting including cash levels. He gives examples of stocks that conform to his selection criteria - including of course his beloved Bioventix (LON:BVXP), together with those picks that don't conform, but why they are there, such as PV Crystalox Solar (LON:PVCS). We learn more of his investing style, whether he trades as well as invests, and what prompts him to sell.

He closes on the advantageous position of the private investor - and whether someone without his experience, can hope to get the same returns ... or will they one day be able to outsource to him, with a Boros Fund? ...

c. 40 mins

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4 Posts on this Thread show/hide all

herbie47 9th Nov '17 1 of 4

Yes good interview, I like his style. I have held quite a few of those shares, I should have held onto some such as Ab Dynamics (LON:ABDP) but a few I'm glad I let go such as Fairport, Trakm8 Holdings (LON:TRAK) and Porta Communications (LON:PTCM). I think he is similar to Lord Lee.

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rpannell 9th Nov '17 2 of 4

Yes, worth the time listening to it. Basically a long term buy and hold strategy focusing on quality, highly profitable, cash generating companies. However, the odd bit of value chucked in, as with PV Crystalox Solar (LON:PVCS) . 40-50 holdings but the top one at 30% of the portfolio, so he is happy to go big. Makes it sound so easy!

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iwright7 10th Nov '17 3 of 4

There is an earlier video in which Leon is asked which Fund managers he most admires. The list is:

Mark Slater - Slater Investments
Keith Ashworth Lord – UK Buffetology
Terry Smith - Fundsmith
Nick Train - Finsbury
Antony Cross - Liontrust Asset Management
Gervais Williams - Miton

If Lord Lee were a fund manager I am sure he would be on the list too.

The common denominator is that like Leon these individuals have outperformed and they have done so by focusing on Quality companies for the long term. The conclusion is that successful investing can be this easy.

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iwright7 10th Nov '17 4 of 4

I forgot to mention that 4 of the above have investment books to their name (I have them all), but I would particularly recommend Keith's book; "Invest in the Best" for a book that may change your investing approach long term. Ian,204,203,200_QL40_&dpSrc=srch

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