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First Property Group (FPO) presentation at Redleaf breaking the mould capital markets day

Presentation by First Property group CEO Ben Habib on the company’s history, principals and performance.

Apologies for the poor sound, not our normal standard!

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

 

Presentation slides can be viewed here (a new window will open).

 

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