Mello72 Videos

0

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

0

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

0

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

0

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

0

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

0

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

0

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

0

25:03

Urban Logistics REIT (SHED) presentation at Mello Trusts & Funds May 2019

By Richard Moffitt, Director & CEO, & Christopher Turner, External Management Team, Property Director Introduction – 00:18 Investment strategy – 00:37 The Board & Manager – 07:14 Portfolio: High Quality Tenants – 08:59 Portfolio Highlights – 13:14 The Market – 17:23 Summary – 23:30 Urban Logistics REIT plc, formerly Pacific Industrial & Logistics REIT plc, […]

19th June 2019

0

34:39

T Clarke (CTO) Presentation at Mello May 2019

T Clarke (CTO) Presentation at Mello May 2019 By Mark Lawrence, Gp CEO & Trevor Mitchell, Gp FD Video overview of T Clarke – 00:18 Introduction – 02:28 What CTO does – 03:27 Financial summary – 06:09 Current market expectations for 2019 – 07:49 A selection of current projects – 08:53 Our five target markets […]

17th June 2019

0

38:06

Tavistock investments (TAVI) Presentation at Mello May 2019

By Brian Raven, CEO & Q&A with contribution from Oliver Cook, Chairman Introduction – 00:18 Why invest in Tavistock? – 01:04 Why financial services? – 02:15 The strategy – 03:54 The brand – 05:44 Strategic partnerships – 07:01 Delivering explosive growth & business model – 08:02 The timeline – 11:13 The financials – 11:49 Group […]

17th June 2019