We are privileged to spend an hour chatting to Andy Brough, Head of the UK & European Small & Mid Cap Team at Schroders, and Richard Leonard who co-runs a Family Office, an amazing duo. Firstly, we discuss their different perspectives as a family office and institutional fund, then, cover the macro picture, and drill down to companies where they each see opportunity. Full of wisdom and wit. A brilliant hour of investing insight!
Running a family office v running a large fund – 00:45
Macro picture, is it a time to be fully invested? – 02:15
Those companies with opportunities discussed in July: POLR, REDD, UPGS – 08:37
Macfarlane (MACF) – 10:19
Tremor (TRMR) – 15:45
Reach Group (RCH) – 21:15
N Brown (BWNG) – 31:40
Novacyt (NCYT) – 34:12
Andy Brough on CV19 – 41:16
Q&A – 44:26 Ted Baker (TED) – 47:12
Reach (RCH) v Johnston Press (JPR) – 49:00
NCYT will they move to the main market or NASDAQ? – 51:59
NCYT competition – 53:43
BOO auditors – 54:28
Many thanks to Andy and Richard.
Previous Andy Brough interview can be seen here.
