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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Friday Apr 30, 2021
Friday Apr 30, 2021
Andy commented on Twitter on the Stockopedia/piworld StockSlam from April; we catch up with Andy to hear what caught his eye, how he perceives the retail investor, how to ‘Slam a stock’ and reflections from his career as a Fund Manager. A stream of investing gems to entertain and inform.
00:30 Stockopedia/piworld StockSlam & the PI community; mentions of John Menzies (MNZS), Tandem (TND) & Micro Focus (MCRO) & DX Group (DX.)
03:09 Liquidity and size of position in the fund with reference to Xaar (XAR)
04:17 What can the retail investor learn from the Fund Manager?
07:11 If you have 3 minutes to pitch a stock, what do you need to cover?
09:07 Selling: How do you know those stocks that keep growing and those that don’t.
11:13 Dart Group (JET2)
11:44 What did you learn from selling too early? ITM Power (ITM), AFC Energy (AFC)
14:03 3 minute StockSlam: Studio Retail Group (STU)
18:56 How important is the retail investor to listed companies?
20:09 Andy’s children and investing
24:24 What advice would you give to your younger self?
28:32 Should companies be communicating with retail investors?
29:22 Do you favour meeting management?
31:55 Ted Baker (TED)
32:55 Placings: will they continue?
34:26 What do you think of markets at the moment?
36:28 How do you feel about inflation?
If you want to join us for the next StockSlam on Wednesday 19th May 6pm, register here.
At several points, Andy refers to a piworld interview with Rosemary Banyard, Fund manager at VT Downing Unique Opportunities Fund, watch here.
About Andy Brough:
• Head of the UK & European Small and Mid Cap team
• Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund
• Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund
• Co-manager of Schroder ISF European Smaller Companies
• Investment career commenced on joining Schroders in 1987
• Chartered Accountant
• BSc in Economics, Manchester University
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