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Miton (MGR)

Miton Group plc (MGR) Gervais Williams investor presentation October 2017

03 November 2017

Gervais Williams talks about Miton group plc, the changes in worldwide markets and the opportunities that may bring.

Introduction – 00:20
Productivity growth flatlining -01:15
Why have the markets done so well? – 01:50
The effect of low interest rates – 4:08
Misallocation of capital – 5:07
Zombie companies – 07:37
Risk – 08:46
Productivity & the change of social & political attitudes – 09:40
Global liquidity changing & risk management – 11:33
The opportunities – 12:32
Conclusions – 14:52
About Miton Group – 15:00
Fund strategies – 15:57
Interim results 2017 – 17:46
Underlying profitability – 18:55
Income Statement – 19:38
Cash – 20:14
Summary – 20:47

Q&A – 21:40
Mifid 2 – 21:42
Paying for research? – 23:50
Margins outlook – 24:54
Zombie consumers (economic outlook) – 25:44
M&A? – 29:03
Large institutions investing in small caps – 30:15
Energy costs & tech innovation – 33:00

 

The presentation slides can be viewed here.

 

Gervais mentions NWF Group who’s presentation can be seen here.

 

 

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