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:
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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