Prior to setting up the business and the Fund, he was a self-employed Consultant working with a variety of stockbroking, fund management and private investor clients. His work has been rewarded with the accolade of winning three top-three sectoral, and one top-ten general, Thomson-Reuters StarMine stock-picking awards in 2008, 2009 and 2010.
Keith experienced investment epiphany in the 1990s when he discovered the achievements of ‘The Superinvestors of Graham-and-Doddsville’. This group of successful investors drew their inspiration from the father of securities analysis, Benjamin Graham. They consistently outperformed the Standard & Poors 500 stock index year-in, year-out, despite having very different individual investment styles.
The common factor was their investment compass where Ben remained true north. Names such as Walter Schloss, Tom Knapp, Bill Ruane and Rick Guerin hardly register in most UK investors’ minds but they are certainly ‘superinvestors’.
Two better known superinvestors are Warren Buffett and his investment partner, Charlie Munger. Keith has had the privilege of meeting these doyens of our industry on two separate occasions in Omaha, Nebraska. In addition to Graham, the influence of Philip Fisher can be found at work with Buffett and Munger. Learning from these masters transformed Keith’s understanding of investment philosophy and with it, his investment performance.
Keith was responsible for founding Sanford DeLand Asset Management Limited with the encouragement of a small group of businessmen who are now shareholders in the company.
She set up research into the quoted textiles sector, then enjoying a renaissance and much M&A activity, and became the no.1 ranked sector analyst.
After completing her MBA, Rosemary moved into fund management, specialising in UK smaller companies, initially for John Govett & Co. In 1997 she moved to Schroders, where over the subsequent 18+ years she helped win and manage various UK small and mid-cap equity mandates for retail and institutional clients. Amongst these, she became lead manager of the Schroder UK Mid Cap Fund plc, an investment company, winning several awards from Investment Week for best trust in the UK Growth sector, and in 2015 the award for outstanding industry contribution. In addition, she comanaged the open-ended Schroder UK Smaller Companies Fund, and held FE Alpha Manager status, being ranked in the global top 20 in 2016 for her 10-year record. Added to all this she successfully managed an unconstrained UK all-cap mandate for a UK corporate pension scheme.
Rosemary met Keith in late 2015, and both recognised that they shared a passion for fundamental analysis, long term thinking and Business Perspective Investing.
Rosemary has an MA degree in Classics from Clare College, University of Cambridge and an MBA from London Business School. She also holds the Investment Management Certificate of the Institute of Investment Management and Research. Outside her working day, as well as being an active member in local church and community, Rosemary likes to do longdistance walking, reading and visiting classical sites.
He is also an alumnus of the London Business School Private Equity Executive Programme. John is a former director of Henry Cooke Group plc and executive director of Brown Shipley, with nearly 30 years of industry experience.
Day-to-day, he is mainly involved in advising clients on investment policy and on asset allocation. His outside interests include music, collecting modern and contemporary art and having the latest electronic gadget.
Their titles include the seminal work Buffettology originally published in 1997. This was the first book to set out details of Warren’s very successful application of ‘Business Perspective Investing’ - the investment methodology that is being followed by the CFP SDL UK Buffettology Fund.
Mary Buffett is a best-selling writer, international speaker, consultant and environmental activist based in Santa Monica, California. She studied the investment methods of Warren Buffett, the world’s most successful investor, at first hand for twelve years as his daughter-in-law. Mary learned the essence of his philosophy, how to capture, communicate and teach it, and has documented her understanding in a series of best-selling books co-written with financial analyst, portfolio manager and renowned investment writer, David Clark.
David Clark holds degrees in both finance and law and he grew up in Warren Buffett’s hometown of Omaha, Nebraska. In the late 1970s, he was one of the founding members of the Buffettologists; a group of early Berkshire Hathaway shareholders who are dedicated to studying the investment methods of Warren Buffett. David is now considered by many to be the world’s leading authority on Buffett’s investment methods, and he has written and lectured extensively on it. David continues to live in Omaha, where he is an attorney and the Managing Director of a private investment fund.
Together, Mary and David have written the following best-selling investment books:
Buffettology – a treatise on the investment methods of Warren Buffett;
The Buffettology Workbook – a step-by-step workbook to help investors put Buffett’s investment methods to work;
The New Buffettology – an update of Buffettology which focuses more on Buffett’s strategy of investing long-term in companies with a durable competitive advantage;
The Tao of Warren Buffett – a book of Buffett quotes on investing;
Warren Buffett and The Interpretation Of Financial Statements – a line-by-line consideration of what Buffett is looking for in company accounts;
Warren Buffett’s Management Secrets – an in-depth look at Buffett’s methods for identifying and becoming the superior manager;
Warren Buffett and the Art of Stock Arbitrage – a first-time look at Buffett’s extremely successful stock arbitrage operations; and
The Warren Buffett Stock Portfolio – an analysis of forty companies that Buffett currently holds investments in.