Here is alphabetical order:

Avation (LON:AVAP) by Richard Wolanski

Who gives a company overview, historical financial performance, H1 19 summary, aircraft portfolio and why invest now?

https://www.piworld.co.uk/2019...


Axiom European Financial Debt Fund (LON:AXI) presentation at Mello Trusts & Funds May 2019

A short version c 5 mins of the Axiom presentation at Mello.  Rather an interesting overview of Subordinated debt, and banks since 2008.

https://www.piworld.co.uk/2019...


Circle Property (LON:CRC) by John Arnold, CEO & Edward Olins COO

Outlines what they do, the current portfolio, the board, their history, their strategy and the investment opportunity.

https://www.piworld.co.uk/2019...


Blue Whale Growth Fund by Stephen Yiu, CIO

Excellent overview of the history, their investment process, research, definition of a high quality business, approach to valuation, modelling and forecasts, portfolio construction, what drives turnover, risk, portfolio characteristics & positioning, fund performance.

https://www.piworld.co.uk/2019...


Downing, Income & Growth by James Lynch, Fund Manager and Ian Fishwick, AdEPT Technology (LON:ADT)

James discusses the possibilities of capital growth AND income, using ADT as an example, presented by Ian, with a mention of Ramsdens Holdings (LON:RFX) and Discoverie (LON:DSCV)

https://www.piworld.co.uk/2019...


Gresham House Energy Storage Fund (LON:GRID) by Bozkurt Aydinoglu

An overview of energy storage, the market background, revenue opportunities, and the fund.

https://www.piworld.co.uk/2019...


Gresham House Strategic (LON:GHS) at Mello Trusts & Funds by Graham Bird, Fund Manager

What is strategic public equity?  The market opportunity. Performance.  Process.  Qualifying opportunities, etc.

https://www.piworld.co.uk/2019...


Hardman & Co: Hot Topics in Technology, by Milan Radia, Tech Analyst at Hardman.

https://www.piworld.co.uk/2019...

Discusses the internet, IoT and AI, with reference to specific companies.  What to look for to assess the investment potential.


Impax Asset Management (LON:IPX) by Ian Simm, Founder &CEO

Overview of their sustainability fund.

https://www.piworld.co.uk/2019...

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