The Fundamental Asset Podcast – Episode 1
Discussing small caps, portfolio management and IHT planning
In this first episode of The Fundamental Asset Podcast, Chris Boxall, co-founder of Fundamental Asset Management, helps you navigate and interpret the UK equity market with a particular focus on AIM. Whether it’s company-specific news, market-wide news, or timely market topics, Chris shares his thoughts from the troublesome stock market.
Key topics for the first episode:
UK small caps.
Companies: RWS Holdings, Learning Technologies, Numis and iEnergizer.
Portfolio management.
Letting your winners run vs taking profits.
Inheritance tax planning.
Dividends from AIM companies.
You can listen to the podcast from the link here (Note: this links you to the Fund Your Retirement site)
Fundamental’s AIM IHT ISA and General portfolio is a discretionary investment management service where clients can obtain 100% mitigation from Inheritance Tax, benefit from the capital growth and income afforded by the AIM market and retain control of their assets.
Fundamental now offers its standard AIM IHT Growth Portfolio, as well as its new AIM IHT Income Portfolio service.
All portfolios are managed by the same team of managers and researchers that have delivered exceptional returns since the firm’s founding in 2004.
You can find out more from the link here or by contacting [email protected] or calling 01923 713894.
