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.
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