CEO, Ben Habib, talks FPO strategy.
In a 3.5 mins interview, followed by a longer c.30 mins presentation. All insightful and informative.
http://www.piworld.co.uk/2017/03/30/first-property-group-fpo-interview-at-redleaf-breaking-the-mould-capital-markets-day/
Longer presentation:
Introduction - 00:24
Investment philosophy - 01:26
History of the company 2001 - 04:10
History of the company 2005 - 05:23
History of the company 2008 - 07:2
History of the company 2009 - 09:19
History of the company 2013 - 10:23
History of the company 2016 - 12:53
Results of thinking from first principals - 15:26
Track record - 16:13
Looking ahead - 17:22
Q&A, changing work habits - 19:32
Q&A, London price - 22:03
Q&A, how much portfolio is outside the UK? - 25:21
Q&A, leverage - 26:54
Q&A, why invest in the UK? - 30:22
