Video: FPO interview and full presentation

Friday, Mar 31 2017 by
3

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


Disclaimer:  

As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


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First Property Group plc is a property fund manager and investor with operations in the United Kingdom and Central Europe. Its earnings are derived from Fund management through its subsidiary, First Property Asset Management Ltd (FPAM), which earns fees from investing for third parties in property; and Group Properties, which is principal investments by the Group, to earn a return on its own capital, usually in partnership with third parties. more »

LSE Price
50.5p
Change
1.0%
Mkt Cap (£m)
55.6
P/E (fwd)
11.1
Yield (fwd)
3.5



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