We hold investor days presenting twice a year on global equities (followed by Q&A) and once a year a meeting with Q&A on all equity strategies. These tend to be mid-sized groups of about thirty in the audience. We have occasional single strategy afternoon sessions with between one and twelve attendees in our offices at 4pm. These allow a group of potential or actual investors to dig a little deeper in one area of speciality and benefit both from being a smaller group and from the thoughts of others. Those on our mailing lists will receive invitations to these events. 

 

Global Smaller Companies

Harry Fraser, portfolio manager of the global smaller companies’ strategy will be giving a brief presentation followed by Q&A.  

The strategy aims at superior performance through investing in lowly valued shares of small and mid-cap companies with interesting business characteristics, most of which have no significant overlap with any index. Performance may therefore differ markedly from the benchmark.

 

 

Date & Time: Monday 2nd June at 4pm & Tuesday 3rd July at 4pm.

Venue: 11 Grosvenor Place, London SW1X 7HH.

If you are not on our mailing lists but would like to attend one of the sessions above, please contact us.