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    • Rathbone Income Fund Rathbone Income Fund Carl Stick, Fund Manager Recorded: Feb 4 2016 11:00 am UTC 32 mins
    • With the UK Equity Income sector continuing to dominate fund sales and investor discussion, join Citywire rated Fund Manager Carl Stick, on Thursday 4th February on our live webcast to discuss what next for this popular sector. Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

      Put your questions to Carl in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.

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    • Rathbone Income Fund Rathbone Income Fund Carl Stick, Fund Manager Recorded: Oct 6 2015 10:00 am UTC 31 mins
    • The Rathbone Income Fund continues to deliver first quartile performance over one three and five years* and holds a longstanding position of top performing manager in the IA UK Equity Income Sector over the Fund Manager's tenure (1st January 2000).

      On Tuesday 6th October Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream. Also to be discussed is the current positioning of the fund and the manager’s outlook given the recent market volatility.

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    • Video: Back to Basics with Carl Richards Video: Back to Basics with Carl Richards Carl Richards, Author, "The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money" Recorded: Aug 3 2012 9:20 pm UTC 3 mins
    • When was the last time you spoke with your clients about their life goals? Gaining a client's trust is not as complicated as we think. It's about asking the right questions and accommodating the aspects of their lives that matter most. So stop worrying about learning the latest tricks - let's start with the basics!


      About Carl:
      Carl Richards became an accidental artist with his simple sketches that make complex financial concepts easy to understand for thousands of people every week on The New York Times Bucks blog. Richards’ art, which he refers to as Visualizing Finance, has its first showing at the Kimball Art Center, in Park City, Utah. His commissioned work is on display in businesses and educational institutions across the country. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl appears regularly on National Public Radio’s Marketplace Money, writes a column for Morningstar Advisor, and keynotes financial planning conferences and visual learning events. You can find more of his writing and sketches at BehaviorGap.com. A Certified Financial Planner, Carl serves as the director of investor education for BAM Advisor Services and lives in Park City, Utah, with his family.

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    • Video and Q+A: Back to Basics with Carl Richards Video and Q+A: Back to Basics with Carl Richards Carl Richards, Author, "The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money" Recorded: Aug 1 2012 5:00 pm UTC 45 mins
    • When was the last time you spoke with your clients about their life goals? Gaining a client's trust is not as complicated as we think. It's about asking the right questions and accommodating the aspects of their lives that matter most. So stop worrying about learning the latest tricks - let's start with the basics!


      About Carl:
      Carl Richards became an accidental artist with his simple sketches that make complex financial concepts easy to understand for thousands of people every week on The New York Times Bucks blog. Richards’ art, which he refers to as Visualizing Finance, has its first showing at the Kimball Art Center, in Park City, Utah. His commissioned work is on display in businesses and educational institutions across the country. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl appears regularly on National Public Radio’s Marketplace Money, writes a column for Morningstar Advisor, and keynotes financial planning conferences and visual learning events. You can find more of his writing and sketches at BehaviorGap.com. A Certified Financial Planner, Carl serves as the director of investor education for BAM Advisor Services and lives in Park City, Utah, with his family.

      Read more >
    • Rathbone Income Fund Rathbone Income Fund Carl Stick, Fund Manager Recorded: Feb 26 2015 11:00 am UTC 33 mins
    • With the UK Equity Income sector continuing to dominate fund sales and investor discussion, join Citywire rated Fund Manager Carl Stick, on Thursday 26th February on our live webcast to discuss what next for this popular sector. Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

      Put your questions to Carl in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.

      Read more >
    • Rathbone Income Fund Rathbone Income Fund Carl Stick, Fund Manager Recorded: Sep 18 2014 10:00 am UTC 48 mins
    • Equities have outstripped their rival sectors for 16 successive months and UK Equity Income funds continue to dominate headlines following the recent publication of fund sales by the IMA. Many are asking, where next for the sector?

      Join us in our live webcast on Thursday 18th September to hear how Citywire rated fund manager, Carl Stick and his team are shaping the strategy for the remainder of the year into 2015. Take this opportunity to hear how their risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream

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    • Rathbone Income Fund Rathbone Income Fund Carl Stick, Fund Manager Recorded: Jan 30 2014 11:00 am UTC 34 mins
    • With one of the longest serving investment teams available within the UK Equity Income Sector, the Rathbone Income Fund continues to deliver market leading risk adjusted returns.

      Join us in our live webcast on Thursday 30th January at 11.00am to hear how Citywire rated fund manager, Carl Stick and his team are approaching 2014 and how their risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

      Put your thoughts and questions to Carl in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.

      Read more >
    • Rathbone Income Fund Rathbone Income Fund Carl Stick, Fund Manager Recorded: Sep 10 2013 10:00 am UTC 46 mins
    • Finding value and income in a volatile world

      The Rathbone Income Fund has become one of the leading funds in the sector. Importantly, the current management team has experienced bull and bear markets. Their risk-based value-oriented investment process has been most relevant as markets have become even less predictable.

      This process is fundamental to long-term investment. Join Carl Stick as he explains how the Rathbone Income Fund has achieved such an enviable record since 2000, and what it really means to adopt risk as a central foundation of an investment process.

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    • 2013 - The year for UK Equity Income? 2013 - The year for UK Equity Income? Carl Stick, Fund Manager Recorded: Jan 29 2013 11:00 am UTC 25 mins
    • As 2012 drew to a close, there was a clear improvement of sentiment towards the UK equity income sector. But, how well placed is this positive notion and what are the challenges for 2013?

      The Rathbone Income Fund had a strong year returning 15%. Equally important, the volatility of these returns was relatively low versus its peer group. This is testimony to a strong, risk orientated investment process.

      Join Carl Stick, Fund Manager of the Rathbone Income Fund in his live webcast on Tuesday 29th January at 11.00am as he gives a brief review of the last year and looks forward to the challenges in 2013.

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    • Rathbone Income Fund Rathbone Income Fund Carl Stick, Fund Manager Recorded: Sep 11 2012 10:00 am UTC 39 mins
    • Since taking over the management of the Rathbone Income Fund in January 2000, Carl Stick has achieved market leading performance, cementing his position as the second most successful equity income fund manger in the UK over that period. In an ever changing market, however, we are all aware that return is only part of the equation, with increasingly more attention now being focussed on volatility.

      With over 100 equity income funds to choose from, this is what sets the Rathbone Income Fund and Carl Stick’s risk based investment process apart. Carl employs an approach which combines bottom-up stock picking with disciplined risk controls to deliver a fund which not only exhibits superior performance to many of its peers, it does so with lower volatility.

      Join us on the 11th of September at 11am for a brief update on the fund from Carl Stick.

      During the live event, if you would like to submit a question, please use the “Questions” tab at the top of the video screen at any point during the webcast.

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    • Rathbone Income Fund Rathbone Income Fund Carl Stick, Fund Manager Recorded: Mar 27 2012 10:00 am UTC 37 mins
    • In the current economic climate investors are firmly focussed on the value of income investing and the benefits of companies with strong dividend disciplines.

      Against this backdrop the challenge is therefore finding proven income managers who will not only continue to deliver returns but also offer diversification benefits within a clients portfolio. To hear the views of one such manager we invite you to register for the Rathbone Income Fund live webcast.

      Carl Stick is one of the UK's most long standing and proven Equity Income Fund Managers with a distinctive style and approach that continues to deliver market leading returns.

      If you would like to submit a question during the live event, please use the ‘questions’ tab at the top of the video screen at any point during the webcast.

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    • Rathbone Income Fund Rathbone Income Fund Carl Stick Recorded: Oct 18 2011 10:00 am UTC 35 mins
    • With the ongoing economic climate the focus for investors is once again on proven fund managers running proven investment processes. At the centre of this are those tried and tested in the equity income arena. The ability to select companies who consistently generate a return on their investment and are committed and disciplined in returning this to share holders via rising dividends is crucial in this low growth world

      Hear the views of Carl Stick, one of the UK's most long standing and proven Equity Income fund managers

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