Mello75 Videos

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39:32

GetBusy (GETB) presentation at Mello London November 2019

By Paul Haworth, CFO. Paul describes the background of GetBusy, their products, their markets, and their vision for growth. What does GETB do? – 00:35 Origins to the present – 00:54 Major shareholders – 01:58 GETB products – 02:23 The problems GETB solve – 03:17 GETB document management products – 06:10 GETB markets – 08:11 […]

19th November 2019

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37:09

Belvoir Group (BLV) presentation at Mello November 2019

By Dorian Gonsalves, CEO Introduction & overview – 00:18 The Belvoir business – 04:07 Belvoir’s markets – 11:37 Belvoir’s future – 17:36 The investment case – 24:58 Q&A – 26:30 Belvoir Group PLC, formerly Belvoir Lettings PLC is a United Kingdom-based company engaged in selling, supporting and training residential lettings franchises. The Company operates a […]

18th November 2019

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50:49

Leon Boros: Becoming … an ISA millionaire against the odds – Mello May 2019

Leon gives insight to his own investing journey, and how he’s achieved 21.5% CAGR since 2003. He analyses how investors can achieve those returns. Citing the winning formulas of the best investors, gleaned from research by Lee Freeman-Shor, in the book The Art of Execution. Lastly, he covers his rationale on Arcontech (ARC), and why […]

4th November 2019

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40:33

Rosenblatt Group (RBGP) Presentation at Mello May 2019

By Nicky Foulston, CEO Introduction & Nicky’s background – 00:18 Summary – 04:34 Growth strategy – 07:41 Financial highlights – 10:34 Legal services market – 14:36 Peer group metrics – 15:53 Remuneration – 17:10 Litigation funding – 22:03 Dividends & M&A – 28:16 Outlook – 28:45 Q&A – 29:33 Rosenblatt Group PLC is a United […]

19th July 2019

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38:07

Downing: Income & Growth presentation at Mello May 2019

Downing: Income and Growth By James Lynch, Fund Manager, Downing & Ian Fishwick, Chairman, AdEPT Technology James Lynch, Fund Manager, Downing Introduction – 00:28 Market opportunities: small cap v large cap – 01:23 DiscoverIE – 03:05 AdEPT Technology – 07:34 Ian Fishwick, Chairman, ADT ADT Key Fundamentals – 08:28 ADT Strategy – 10:18 ADT Sectors […]

17th July 2019

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33:42

Trackwise Designs (TWD) Presentation at Mello May 2019

By Philip Johnston, CEO Introduction – 00:18 About Trackwise – 00:43 RF business – 01:45 Improved Harness Technology (IHT) – 04:22 The competition – 09:10 Business strategy – 11:08 2018 highlights – 11:44 Financial highlights – 13:01 IHT today – 13:30 Summary – 18:50 Q&A – 20:00 Trackwise Designs PLC is a United Kingdom-based company […]

2nd July 2019

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Polar Capital Holdings (POLR) Presentation at Mello May 2019

A presentation by Gavin Rochussen, CEO Introduction – 00:18 What is the Polar Capital model? – 00:49 Attracting the best talent – 01:48 Market perspective – 04:04 Assets under management & analysis – 05:35 Style bias – 09:02 Current active share – 09:54 Strategy performance – 11:09 Capacity – 14:40 Areas of strategic focus – […]

1st July 2019

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06:33

Axiom European Financial Debt Fund (AXI) presentation at Mello Trusts & Funds May 2019

European Financials: Value trap or Investment opportunity By David Benamou, CIO, Axiom Alternative Investments Who are Axiom? – 00:17 Performance targets of Axiom credit funds – 00:40 Reasons to invest in Subordinated Financial – 02:50 Banks 2008-2019 – 04:16 Axiom European Financial Debt Fund Limited is a closed-ended investment company. The investment objective of the […]

28th June 2019

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48:55

Polar Capital Technology Trust (PCT) presentation at Mello Trusts & Funds May 2019

Polar Capital Technology Trust (PCT) By Ben Rogoff, Investment Director, Technology Introduction – 00:18 The team – 01:07 Investment framework – 02:32 Thematic investing: Hype v Reality – 05:10 Technology change: Little Chef – 07:28 Internet: new networks on unprecedented scale – 10:58 Digital disruption – 15:06 Artificial intelligence – 24:47 Autonomous vehicles – 26:11 […]

27th June 2019

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13:23

Hardman & Co: Hot Topics in the Tech sector Presentation at Mello May 2019

By Milan Radia, Technology Analyst, Hardman & Co Introduction – 00:18 Internet – 01:29 Key sector themes – 02:27 Internet of Things (IoT) – 03:36 SmartHome and LightWave – 04:52 Evolution of AI – 06:20 Chatbots/Artificial solutions – 08:01 Cloud Adoption – 10:09 Assessing investability – 11:14 Hardman & Co are a rapidly growing, innovative […]

24th June 2019