Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust, Characteristics of 30 baggers, Episode 66

Investing Matters

To quote Danica McKellar, “Maths is the only place where truth and beauty mean the same thing”.

With that in mind, welcome to this insightful Investing Matters interview with the hugely successful Fund Manager, Jean Roche CFA, the Lead Manager of FTSE-list Schroder UK Mid cap Fund and one third of Schroders' UK Small Mid cap Team with Andy Brough and James Goodman.

After attaining a Master’s Degree in Financial and Industrial Mathematics from Dublin City University, Jean was successful in being selected for Morgan Stanley’s graduate programme and commenced her investment career in 1999. As an Equity Analyst, Jean covered the tobacco sector, food producers, then general retail. Jean also worked for Panmure Gordon, before moving to Hargreave Hale in 2013 as a Fund Manager.

Having been personally selected by the hugely talented and respected investing legend Andy Brough, Jean joined Schroders in 2016 and became Fund Manager of Schroder UK Mid Cap Fund plc in February 2021, having been Co-Fund Manager since September 2016. They have been successfully compounding fantastic investment return for Schroders and their investors ever since. Most recently Jean was nominated for the award of Fund Manager of the Year in the Plc Awards.

In this Investing Matters interview, Jean gives a brief overview her roles and responsibilities at Schroders, the winning analytical methodology and processes undertaken by the Schroders Mid Cap team when selecting long-term holdings, the importance of checking balance sheets, compounding winning stocks, her own personal investing strategy and much more.

Topics and discussions also include:

-The Schroder Mid Cap team’s investing philosophy, methodology and strategy

-The Heineken index.

- Stocks, Games Workshop, 4Imprint, Chemring, Babcock, Bodycote, Qinetiq, Inchcape, Dunelm, Man Group, Renishaw, Oxford Instruments

--When to sell a holding.

-Unique, Flex & stocks to avoid.

--ESG / Sustainability.

-Digital transformation.

-The importance of balance sheet screening.

-Personal investing strategy, Pension.

-ETFS.

-Diversity / Inclusion / The Diversity Project brainchild of Dame Helena Morrissey

-Finding 30 multibaggers, what are the characteristics

We hope you enjoy this podcast, and we look forward to hearing your feedback.

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