FYR069 UK Small-Cap Investing With Fund Manager Chris Boxall

Chris Boxall is the co-founder, and the director of Fundamental Asset Management with primary responsibility for equity research and management of client portfolios, including the high-performing AIM portfolio services. Chris specialises in UK small-cap investing with over 20 years of experience operating in this area as a fund manager and as a private investor. Prior to Fundamental Chris oversaw activities at the Washington Financial Group, where he was a Director and a key member of the investment management team of the Washington US Fund Ltd, a successful equity fund. While Chris’s main responsibility is his role as director of Fundamental assets, he is also the co-founder of Investor’s Champion an investment research website covering companies, funds, economics and the hottest topics in global investment.   Chris discusses: His investing journey. The inheritance tax breaks on AIM. how investing in AIM companies has changed over the last 20 years. the differences between being a private investor and a fund manager. Some of his best investments in the last 20 years, which he still holds to this day. and weaved throughout the conversation a handful of companies he has high hopes for presently, and of course much much more.   Timestamps: 0:00 Introduction 1:30 How Chris got started on his investing journey 2:30 What type of investor is Chris Boxall 4:00 Why does Chris focus on the UK small caps on AIM 6:30 Inheritance tax breaks on AIM-listed stocks 8:15 Potential threats to the Inheritance tax breaks on AIM-listed stocks 9:30 How the AIM market has evolved over the last 20+ years 11:45 Two companies that worked out very well for Chris and why 16:30 Two companies Chris holds a high conviction in presently 20:00 Chris’s view and experience on meeting many CEO’s and founders over the last 20 years 24:00 Chris’s view on the AIM market 28:00 Chris on international stocks on AIM 29:45 Advice on becoming a fund manager, if that thought has crossed your mind 35:15 Why did Chris co-found Investors Champion 38:15 Closing thoughts and wrap up   Hope you enjoy this episode and have a wonderful day. The FYR Team. If you like the episode, please leave us a review and subscribe for future investor interviews.   Guest Links & Resources: Chris’s email address: [email protected] Fundamental Assets Website : https://fundamentalasset.com/ Fundamental Assets on Twitter: https://twitter.com/fundasset Fundamental Assets on LinkedIn: https://www.linkedin.com/company/fundamental-asset-management-limited/ Investors Champion Website: https://www.investorschampion.com/ Investors Champion on Twitter: https://twitter.com/investchampion Visit Fund Your Retirement: https://www.fundyourretirement.com/   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.