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piworld interview: An hour with Andy Brough & Richard Leonard

piworld interview: An hour with Andy Brough & Richard Leonard

23 October 2020

We are privileged to spend an hour chatting to Andy Brough, Head of the UK & European Small & Mid Cap Team at Schroders, and Richard Leonard who co-runs a Family Office, an amazing duo. Firstly, we discuss their different perspectives as a family office and institutional fund, then, cover the macro picture, and drill down to companies where they each see opportunity. Full of wisdom and wit. A brilliant hour of investing insight!

Running a family office v running a large fund – 00:45
Macro picture, is it a time to be fully invested? – 02:15
Those companies with opportunities discussed in July: POLR, REDD, UPGS – 08:37
Macfarlane (MACF) – 10:19 Tremor (TRMR) – 15:45
Reach Group (RCH) – 21:15
N Brown (BWNG) – 31:40
Novacyt (NCYT) – 34:12
Andy Brough on CV19 – 41:16

Q&A – 44:26 Ted Baker (TED) – 47:12
Reach (RCH) v Johnston Press (JPR) – 49:00
NCYT will they move to the main market or NASDAQ? – 51:59
NCYT competition – 53:43
BOO auditors – 54:28

Many thanks to Andy and Richard.

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About PIWORLD

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.

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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.