The Analyst with Gareth Evans, Progressive Equity Research
Gareth Evans, Founder Progressive Equity Research interviewed by Tamzin Freeman, piworld Gareth describes the role of the analyst, clarifying where the analyst sits within the bank/broker’s services, and where they sit commercially. He gives great insight to the delicate balance of client relationships, reputation and integrity. Finally, he covers off the effects of MiFID II. […]
The Analyst with Gareth Evans, Progressive Equity Research
Gareth Evans, Founder Progressive Equity Research interviewed by Tamzin Freeman, piworld
Gareth describes the role of the analyst, clarifying where the analyst sits within the bank/broker’s services, and where they sit commercially. He gives great insight to the delicate balance of client relationships, reputation and integrity. Finally, he covers off the effects of MiFID II.
Gareth has over 15 years research experience covering pan-European Chemicals & Technology sectors. He founded Progressive Equity Research in 2012. Formerly, Gareth held research positions at ABN AMRO, Canaccord & Investec, where he was Joint Head of Research and was awarded techMARK Analyst of the Year in 2006.
Gareth’s background – 00:25
Where does the analyst sit within a bank? – 02:30
What’s the typical day for an analyst? – 04:44
Do you cover the whole market? – 05:58
How are analysts briefed by their manager? – 11:14
Relationships within the corporate broker and the company – 13:09
The institutional investor v the company relationship – 15:32
The different roles of the corporate broker, analyst & salesman – 17:33
Broker ‘sell’ notes – 19:23
The poor results dilemma – 22:20
The effect of MiFID II – 26:14
How do you see research playing out on-going? – 31:29
More piworld interviews
45:40
Blue Whale: Interview with Stephen Yiu, Chief Investment Officer (CIO)
Blue Whale was launched in September 2017, since when it’s achieved an annualised return of 21%. Here, Stephen gives us an insight to how he achieves those return, and what they do differently. An interesting insight to those who manage their own money, or those who are interested specifically in Blue Whale Capital. Introduction – […]
33:32
Lord Lee – A taste of Stock Market Investment: Part 2
A piworld interview. Lord Lee, the veteran of stock market investing, continues to impart his wisdom. In this interview, he reflects on stock market cycles, and shares some of the companies he’s buying into after his windfall from Tarsus. What have you learned from stock market cycles throughout your investing history? – 00:35 Your cash […]
36:48
Lord Lee: A taste of Stock Market Investment – Part one
Lord Lee, who is a veteran of stock market investing, has just written Yummi Yoghurt – A Taste of Stock Market Investment! Predominantly a primer to engage potential teenage investors, but universally relevant to all newbie investors. Here, Lord Lee discusses his book and imparts some of his investing wisdom, relevant to new and seasoned […]
32:40
The perspective of a teenage investor, a piworld interview.
If you’re trying to get your teenage relative(s) into investing, watch this. Ryan began investing at 11 years old, having made money from car boot sales, and other entrepreneurial activities. He opened his account with £1,000. Over the last 6 years, has achieved an average annual return of around 100%! Here, he outlines how he […]
29:44
Keith Ashworth-Lord, The UK Buffettology Fund: interview part two
Keith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more. Valuation of good companies – 00:20 AB Dynamics – 02:08 Sell discipline – 04:45 Lessons learned from past mistakes – 06:04 Lessons learned from Woodford? – 10:08 Do you have […]
31:34
Keith Ashworth-Lord, The UK Buffettology Fund: interview part one
Keith Ashworth-Lord, Sanford DeLand, Chief Investment Officer, The UK Buffettology Fund. Keith was inspired by Benjamin Graham, which led him to Buffett. Keith views his investments as a Business Manager, rather than a Fund Manager. An approach which has rewarded him, with Return on Investment of c.200% since he launched the Buffettology Fund in 2014. […]
29:34
Gervais Williams investor interview
Senior Executive Director, Miton Group plc Gervais talks to piworld about his background, who influenced his investing style, the macro themes, liquidity, the outlook for the markets and how his funds are positioned. Introduction & Gervais’ background – 00:20 Who have been the main influencers in your career – 01:55 What was the attraction of […]
33:14
Navigating the markets with Stephen English – (part 2 of 2)
Stephen English BA(Hons), CFA Chartered FCSI Blankstone Sington: Investment Director – Head of AIM stocks Another fascinating 30 mins with Stephen, where he discusses the structure of AIM and liquidity. Interestingly, he suggest that the next financial event will be due to lack of liquidity. Pleasingly he’s an enthusiast of retail investors managing their own […]
41:28
Navigating the markets with Stephen English (part 1 of 2)
Stephen English BA(Hons), CFA Chartered FCSI Blankstone Sington: Investment Director – Head of AIM stocks Stephen gives great insight on the macro economic environment investors face today, and where he sees the opportunities. He talks about some criteria for his stock selection, illustrated with examples. He discusses catalysts for selling. He speaks of the changes […]
26:53
The Non Executive Director with Chris Spencer Phillips, interviewed by Tamzin Freeman
Chris Spencer Phillips is MD of First Flight Non Executive Directors, who recruit NEDs and Chairs. Chris gives us a little insight into the world of Non Exec Directors (NED). What they do? Their background? How they are recruited. With case studies of when it works, and when it doesn’t. How did you get involved […]
43:03
Interview with Erik Townsend – Digital currency & the future of money
Digital currency adoption by Government, Central Banks and much more Tamzin Freeman is joined by Erik Townsend, the originator of macrovoices.com, and the author of Beyond Blockchain – the death of the dollar and the rise of digital currencies. Erik discusses how initially he ignored digital currency, and latterly realised its scope could change the […]
36:40
The journey of the investor from beginner to pro with Graham Neary
The journey of the investor, from beginner to pro – interview with Graham Neary by Tamzin Freeman, piworld. Graham discusses the investing options for individuals who want to manage their future financial security. He starts with an IFA, covers the use of passive funds, and then moves into the more sophisticated skills of self-investing. Graham […]
