PIWORLD audio investor podcasts
Business:Investing
The full video can be seen at: https://www.piworld.co.uk/2018/08/17/international-biotechnology-trust-ibt-presentation-at-sharesoc-april-2018/
IBT presentation at the ShareSoc growth company seminar in April 2018 by Lead Investment Manager Dr Carl Harald Janson.
International Biotechnology Trust offers investors access to the fast growing biotechnology sector through an actively managed, diversified fund. Its award winning fund managers at SV Health Investors are scientifically and medically trained with over 60 years of experience in this specialist sector between them. As well as investing in a wide ranging portfolio of global quoted biotechnology stocks, we include a small proportion of otherwise inaccessible carefully selected unquoted investments which have the potential to deliver additional returns over the long term. Excellent management teams, unique innovative products and strong potential for outperformance are the key criteria for inclusion in our diversified portfolio of assets.
Dr Carl Harald Janson, Lead Investment Manager introduction - 00:17
Performance 1, 3 & 5 years – 00:57
Dividend - 02:16
Share price/discount - 02:52
Dividend sustainability - 03:44
Biotech is a high growth sector - 04:35
Favourable regulatory environment - 07:55
Worldwide pharma sales - 08:25
M&A - 08:47
Risks - 10:25
The US market - 11:21
Sector valuation - 13:23
IBT investment process - 14:14
Risk mitigation - 15:04
Portfolio breakdown - 16:52
Oncology treatment options - 19:04
Top 10 holdings - 20:24
Unqouted portfolio - 21:10
Awards & Summary -23:08
Q&A -22:29
Tribal Group (TRB) Interim results analyst presentation August 2021
The Renewables Infrastructure Group (TRIG) interim results 2021
Creightons (CRL) interview on the acquisition of Emma Hardie
NWF Group (NWF) full-year 2021 analyst presentation
Samarkand Group (SMK) full-year 2021 analyst presentation
Tekmar Group (TGP) Capital Markets Day presentation July 2021
Creightons (CRL) full-year 2021 results presentation
PIWORLD interview with Andrew Hollingworth: Markets & Holdings July 2021
Sosandar (SOS) full-year 2021 results presentation
Knights Group (KGH) full year 2021 results presentation to analysts
ActiveOps (AOM) FY21 results presentation to analysts
PIWORLD interview with Paul Jourdan: Markets, Macro & Opportunities
Begbies Traynor (BEG) full-year 2021 results presentation to analysts
SThree (STEM) half-year results presentation to analysts
Accrol (ACRL) full-year 2021 results presentation
Ultra Electronics (ULE) 2021 interim results presentation
LPeC (Listed Private Capital) Part 2 featuring BMO Global AM, CVC Credit Ptns & Oakley Capital
SThree (STEM) half-year 2021 overview
PIWORLD interview: John Rosier's portfolio update July 2021
WH Ireland (WHI) full-year 2021 results overview
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast