00:49 Christopher’s career and Harwood Capital
03:33 What are you looking for in the companies in which you invest?
05:30 What about life sciences do you like?
08:03 Circassia (CIR)
12:45 Sourcebio International (SBI)
16:58 Clinigen (CLIN)
18:14 Polar Capital (POLR)
20:07 AssetCo (ASTO)
21:34 Frenkel Topping (FEN)
29:15 Successes: how do you find the right strategy & management? MJ Gleeson (29:40), EKF (30:24) & Augean (33:48)
35:50 When it goes wrong
39:03 Why is the discount to NAV so wide for the North Atlantic Smaller Companies IT (NASCIT)?
44:10 Remaining ambitions
Harwood Capital Management: https://www.harwoodcapital.co.uk/
About Christopher Mills
Chief Executive Officer and principal shareholder of Harwood Capital Management since 2011. He founded JO Hambro Capital Management with Jamie Hambro in 1993 acting as Chief Investment Officer and Harwood Wealth with Alan Durant in 2013 until their respective sales in 2011 and 2020. He is CEO of North Atlantic Smaller Companies Investment Trust (“NASCIT”) which he has managed since 1982 and Executive Director of Oryx International Growth Fund which he has managed since 1995. NASCIT has delivered a total NAV per share of nearly 200x under Mr Mills’ management and is the winner of numerous Micropal Sunday Telegraph and S&P investment trust awards. He has sat on the Board of over 100 companies during his career including most recently Augean, MJ Gleeson, SureServe, Frenkel Topping and is currently Chairman of EKF Diagnostics and Renalytix AI. He was awarded a scholarship to go to university by Samuel Montagu and has a BA in Business Studies.
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