Charlie Huggins, Head of Equities at Wealth Club, why cashflow is important, Investing Matters Podcast - Episode 42

Investing Matters

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts.

What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success.

With that in mind, welcome to episode forty-two with Charlie Huggins, Head of Equities and the manager of the Wealth Club’s recently launched Quality Shares Portfolio.

Charlie joined Wealth Club in April 2022 from Hargreaves Lansdown, where he worked for over a decade, having joined their Graduate Scheme, straight from Oxford University. He was given in-depth exposure and insights around the Hargreaves Lansdown business. After his rotation around the business, he joined the Research team working initially as a Fund Research Analyst.

With his talents identified, Charlie was quickly made the Fund Manager for the HL Select UK Growth and Income Funds, managing around £500 million of assets. Charlie is a CFA Charterholder, and also holds the Investment Management Certificate (IMC) and a Diploma in Regulated Financial Planning. Charlie studied Biochemistry at Oxford University, gaining a First Class Master’s Degree.

In this Investing Matters interview, Charlie gives a brief overview of Wealth Club, their investing philosophy and methodology. He shares his views on researching and evaluating the best long-term investments for the Quality Shares Portfolio that he manages and his investing methodology. Other insights from Charlie include his 60-point checklist, high conviction portfolio, importance of a company’s Business Management, Management Culture, Capital Allocation, Balance Sheet, growing strong free Cashflow, sell discipline and companies that meet his high-quality benchmark. He also shares his personal investing style, strategies, lessons learned and much more.

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

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