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Series 3: Ep 1: Finding Undervalued Stocks and Capturing Investor Attention with Matthew Tillett
Manage episode 386526587 series 3347769
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You can make or break your credibility with investors based on the way you communicate with them. In this episode of Enquire, we are joined by Matthew Tillett, a fund manager at Premier Miton, to discuss all things investor relations. The conversation covers all aspects of IR, including his fund's screening and investment approach, why he loves the undervalued small and mid-cap market, the elements of corporate reporting that are most valuable to fund managers, and his preferences for meeting and sharing feedback with companies. Matthew shares in detail his perspectives on the current UK market and economy, and thoughts around steps which could make the UK market more appealing as a listing venue.
Tune in for an engaging discussion packed with valuable insights!
Key Points From This Episode:
• An introduction to today’s guest, Matthew Tillett.
• Matthew tells us about the focus of the Premier Miton UK Opportunities Fund.
• What this fund needs from companies in terms of investor communication.
• The kinds of research Matthew does and where he accesses consensus data.
• How they screen the companies they work with.
• What information Matthew looks to find on a company’s investor websites.
• Why Matthew is sceptical about a lot of social media.
• The importance of driving people towards long-term investment.
• He shares some advice for reviewing a company’s finances.
• Why well-thought-out educational events, like capital markets days, are beneficial.
• How frequently Matthew meets with investment companies and how he approaches them.
• Matthew tells us how he gives feedback.
• Why Matthew doesn’t like conferences.
• Matthew shares some tips about how to manage credibility in investor relations.
• Why he wants the domestic market to be made more attractive to companies.
• A reminder to stay patient when it comes to the share price.
Links Mentioned in Today’s Episode:
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