What are your views on the macro picture for investors? – 00:20
What’s your strategy to take advantage of this macro picture? – 04:29
Growth stocks: what PE are you prepared to pay? – 09:12
Weighting of growth stocks? – 12:28
Which part of your portfolio are you uncomfortable with? – 16:09
What’s your timing on holdings? – 20:21
Which sectors are ripe for Private Equity now? – 25:24
Where do you think we are at in the tech cycle? – 27:23
Where are the opportunities in tech? – 33:33
About Stephen English:
Stephen joined Blankston Sington in 2002 and works as an analyst generating research and investment recommendations across large and mid-cap companies as well as collective investment funds. Stephen is also responsible for selecting stocks in the Inheritance Tax Portfolio, comprised of AIM listed companies, which has been successfully managed since its inception in 2010.Stephen is a Chartered Fellow of the Chartered Institute for Securities & Investment (FSCI) and also holds the Chartered Financial Analyst® designation (CFA®). The CFA® designation is globally recognised and attests to a holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
PIWORLD provides investors with the latest news and insight about listed companies and their management through either live or recorded investor presentations, management interviews, Capital Market Days and corporate overviews, together with interviews with leading fund managers or esteemed private investors in the small cap world.
PIWORLD delivers high quality audio and video content to present anything from full-year & interim results to Capital Markets Days and corporate overviews. We bridge the gap between listed companies and the private investor community, who drive the share price and provide liquidity, providing a time and cost effective medium to reach this diverse and important audience.
