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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