01:02 How has 2021 been?
01:46 Omicrom?
03:28 Views on a Santa rally?
05:18 Inflation
07:05 Tapering
08:17 Disrupters Reach #RCH, Future #FUTR, Lookers #LOOK, Inchcape #INCH
12:15 Property – Grainger #GRI
13:11 FTSE100, FTSE250 v AIM Royal Mail #RMG; Land Securities #LAND; #WISE, Marks & Spencer #MKSN
17:18 Activists: Elliot, Glaxosmithkline #GSK, Taylor Wimpey #TW., Clinigen #CLIN, Pearson #PSON, Johnson Matthey #JMAT
17:50 Which holdings which will move the dial? Frasers #FRAS, Studio Retail #STU
19:00 Bid activity Clinigen #CLIN
19:47 Studio Retail #STU
22:43 Learnings from 2021
25:22 Tremor #TRMR
26:47 Bid pick for 2022 Indivior #INDV
28:39 Crystal Amber and selling an overhang #DLAR
30:57 Institutional pools of liquidity & IPOs
32:18 Preference to buy and IPO, placing or overhang?
34:18 Evolution of Covid: what went well and what went badly
37:44 Director buys and sells Telecom Plus #TEP; Tremor #TRMR Fraser #FRAS
40:19 Bitcoin
41:40 NFTs
42:14 Where to find Andy Brough & his funds
42:41 Sell it to the City: what is it? What the Fund Managers want to hear.
(Sell it to the City – Episode 1: https://www.piworld.co.uk/education-videos/piworld-sell-it-to-the-city-october-2021/)
About Andy Brough:
• Head of the UK & European Small and Mid Cap team
• Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund
• Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund
• Co-manager of Schroder ISF European Smaller Companies
• Investment career commenced on joining Schroders in 1987
• Chartered Accountant
• BSc in Economics, Manchester University
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.