The UK Investor Magazine was thrilled to welcome Ed Croft, Founder and CEO of Stockopedia, to the podcast to explore how investors can use rules-based stock picking to build portfolios that have historically outperformed the wider market. Ed shares the core investment philosophy behind Stockopedia – Quality, Value and Momentum (QVM) – and explains how these factors help investors stay focused on the financial traits that drive long-term returns.During the podcast, we discuss:
- How a structured process can help investors remove emotion from decisions
- The key company characteristics that underpin consistent performance
- How this framework has been applied in a model portfolio that hasdelivered a 13% annualised return – beating the S&P 500 and every UK equity fund over the past decade
Ed also highlights past high-performing stocks that have risen to the top using this approach – including Games Workshop, Dart Group and Jet2 — and explains why certain financial traits consistently stand out.Listen to the full episode to learn how rules-based investing can bring structure, discipline, and performance to your investing process.To go deeper and see how to apply this strategy in your own portfolio, join Ed live on Thursday 22nd May at 5pm (BST) for a free webinar “The Smarter Way to Build a Market-Beating Share Portfolio”