PIWORLD audio investor podcasts
Business:Investing
00:49 Christopher’s career and Harwood Capital
03:33 What are you looking for in the companies in which you invest?
05:30 What about life sciences do you like?
08:03 Circassia (CIR)
12:45 Sourcebio International (SBI)
16:58 Clinigen (CLIN)
18:14 Polar Capital (POLR)
20:07 AssetCo (ASTO)
21:34 Frenkel Topping (FEN)
29:15 Successes: how do you find the right strategy & management? MJ Gleeson (29:40), EKF (30:24) & Augean (33:48)
35:50 When it goes wrong
39:03 Why is the discount to NAV so wide for the North Atlantic Smaller Companies IT (NASCIT)?
44:10 Remaining ambitions
Harwood Capital Management: https://www.harwoodcapital.co.uk/
About Christopher Mills
Chief Executive Officer and principal shareholder of Harwood Capital Management since 2011. He founded JO Hambro Capital Management with Jamie Hambro in 1993 acting as Chief Investment Officer and Harwood Wealth with Alan Durant in 2013 until their respective sales in 2011 and 2020. He is CEO of North Atlantic Smaller Companies Investment Trust (“NASCIT”) which he has managed since 1982 and Executive Director of Oryx International Growth Fund which he has managed since 1995. NASCIT has delivered a total NAV per share of nearly 200x under Mr Mills’ management and is the winner of numerous Micropal Sunday Telegraph and S&P investment trust awards. He has sat on the Board of over 100 companies during his career including most recently Augean, MJ Gleeson, SureServe, Frenkel Topping and is currently Chairman of EKF Diagnostics and Renalytix AI. He was awarded a scholarship to go to university by Samuel Montagu and has a BA in Business Studies.
Idox (IDOX) – Full year 2020 results analyst presentation 2.2.21
NWF Group (NWF) – interim results analyst presentation 2.2.21
piworld interview: The Signs Were There - Tim Steer & Andy Brough
SThree (STEM) Full Year 2020 analyst presentation 25.1.21
SThree (STEM) FY20 results overview
Knights Group (KGH) H1 analysts' presentation 19.1.21
Bonhill (BONH) FY20 trading update January 2021
Accrol Group (ACRL) Interim Results presentation January 2021
piworld interview: Ben McKeown, Dowgate Capital
piworld interview: Andrew Hollingworth Reflections on 2020
RA International (RAI) investor presentation December 2020
piworld 2020 round up interview: Mark Slater
piworld round up of the year, David Thornton
piworld 2020 round up interview: Stephen English
piworld 2020 round up of the year: John Rosier
piworld 2020 round up: Leon Boros
piworld 2020 round up: Paul Scott
piworld 2020 round up of the year: Richard Leonard
piworld round up of the year: Cockney Rebel.
SThree (STEM) FY20 Trading Update - Analyst Meeting
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