EPISODE · Oct 10, 2022 · 1H 17M
Sell it to The City – October 2022
from PIWORLD Investor Podcasts · host piworld
University undergraduates pitch their best UK small-cap stock pick to leading Fund Managers Andy Brough, Schroders, Judith MacKenzie, Downing, and Stephen English, Stellar Asset Management. Who sells it to the City and wins The Day in the Life of a Fund Manager with Schroders, Andy Brough? Here, one of Schroders’ stocks, CPP, comes under scrutiny and Andy gives his comments. There is lots of banter between the fund managers. All the presentations are excellent, with wonderful education and insight from the Fund Managers with the suggestions of elements which would strengthen their investment case. 00:18 Introduction 02:20 Ralph Atkinson, Twikker Fund, Sheffield University pitches CPP (CPP) 12:30 Q&A CPP (CPP) 26:19 Kai Pannwitz, St Andrews University pitches Vector Capital (VCAP) 35:18 Q&A Vector Capital (VCAP) 47:30 Rachel Lyu, Cutty Sark Investment Society, Clare College, Cambridge University pitches Norcros (NXR) 56:52 Q&A Norcros (NXR) 01:12:50 The scores and the Winner Many thanks to both the undergraduates and the Fund Managers for their time and effort on this. Please get in touch if you are an undergraduate who would be interested to take part in Sell it to The City, contact us here. You will find many more educational videos from Fund Managers’ stock selection to successful HNW investors winning formulas here.
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Sell it to The City – October 2022
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