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Keith Ashworth-Lord, who has run the fund since its inception in 2011, aims to invest in companies with strong balance sheets and the ability to grow over the long term. His style is known as ‘business perspective investing’, which follows Buffett’s principle of buying shares in good businesses for less than the businesses are intrinsically worth, and ideally holding the shares for ever. While that might not always be the case, Ashworth-Lord is investing on a time horizon of at least five to 10 years.
He says the fund’s success is down to getting the investments right after extensive research. When he finds an attractive investment, he invests a meaningful amount in it. He concentrates the fund in relatively few companies – currently just 35 holdings – which he feels he knows a lot about. Ashworth-Lord firmly believes that investment is a business venture, not a gamble, and that it is the companies owned that make money for the investor, rather than the stock market.
How to make money like Warren Buffett
Fund manager Keith Ashworth-Lord is widely regarded as the UK's Warren Buffett. Here, he explains how he runs his portfolio and finds great bargains.
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