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Series 3: Ep 4: The Importance of a Clear, Simple and Understandable Equity Story with Andy Brough
Manage episode 398508969 series 3347769
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With decades of experience behind him, today’s guest is probably the longest-standing fund manager in London. Having started his investment career in 1987 when he joined Schroders as a UK equity fund manager, Andy Brough has managed the well-known Schroders UK Mid 250 Fund since its launch in November 1999. In this episode of Enquire, he joins us to share his view of investor communication today, his market outlook for 2024, and his advice for companies who want to stay ahead of the curve. We discuss the financial metrics that Andy focuses on, key takeaways from some of the standout investments of his career, and much more. To hear Andy’s insights and perspectives on companies’ communications with investors, tune in today.
Key Points From This Episode:
- Andy’s outlook for the year ahead and the challenges that come with running a fund.
- His take on the IPO market and why fund managers are often disillusioned by it.
- Some of the financial metrics he tracks while managing funds.
- Advice for companies that are looking to attract investors.
- How fund management has evolved since Andy entered the industry in 1989.
- Tips for staying on top of the sheer volume of information that fund managers face today.
- What Andy wishes companies did better from a communications perspective.
- Characteristics of well-performing companies and how he interacts with brokers.
- Why Andy believes that companies today have too many advisors.
- The importance of treating your retail customer base fairly.
- Standout investments from Andy’s decades-long career and his advice for PLCs.
Quotes:
“I think companies use the report and accounts to a degree, but I think they could do a lot more on their website in terms of educating. This is our business, this is how we make money, these are the inputs into our business, so when you see that something has happened to oil, this could be the impact, and we can protect ourselves from that.” -Andy Brough [0:18:02]
“When you design a presentation, present it to your 10-year-old. If they can understand what you do, you're on the right track.” - Andy Brough [0:28:51]
Links Mentioned in Today’s Episode:
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