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Picton Property Income

EdisonTV | Financials | 14/06/2018

Executive interview – Picton Property Income

Picton Property Income is an internally managed investment company that invests in commercial property across the UK. Its investment objective is to provide investors with an attractive level of income and the potential for capital growth. Picton seeks to be one of the consistently best-performing diversified UK-focused property companies listed on the Main Market of the LSE, and has achieved property returns ahead of the MSCI IPD benchmark over one, three, five and 10 years.

Chief executive Michael Morris discusses Picton’s results to 31 March 2018, its prospects, and the company’s plans to enter the UK REIT regime later this year.

Executive interview – Lighthouse Group

Executive interview – Lighthouse Group

Lighthouse Group’s main focus is on providing financial advice to ‘Middle Britain’ and is differentiated by contracts with 21 affinity partners. In this interview CEO Malcolm Streatfield discusses the results for the first half of 2018, highlighting good overall progress with revenues up by 5% from H117, PBT 12% and earnings per share 13%. The interim dividend was increased by 67%. Malcolm also outlines the group’s dividend policy, progress in the affinity business, an increasing level of recurring income and a positive start to H218.
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04/09/2018 | Lighthouse Group

Executive interview - APQ Global

Executive interview - APQ Global

APQ is an international emerging markets company, which aims to deliver a stable and growing dividend and capital growth for its shareholders by focusing on income-generating business opportunities, with good value and long-term growth potential. In this interview, CEO Bart Turtelboom gives his views on a range of topics and the potential opportunities for APQ that these represent, including the recent volatility in emerging markets, the Turkish elections, Argentina, China-US relations, and local currency emerging market debt.
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16/07/2018 | APQ Global

Executive interview - Lighthouse Group

Executive interview - Lighthouse Group

Lighthouse Group’s main focus is on providing financial advice to ‘Middle Britain’. Contracts with 21 affinity partners are a differentiating feature and make an important revenue and profit contribution. Wealth management serves a high net worth client base, while Luceo Asset Management provides an in-house fund offering.
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11/07/2018 | Lighthouse Group

Executive interview – Picton Property Income

Executive interview – Picton Property Income

Picton Property Income is an internally managed investment company that invests in commercial property across the UK. Its investment objective is to provide investors with an attractive level of income and the potential for capital growth. Picton seeks to be one of the consistently best-performing diversified UK-focused property companies listed on the Main Market of the LSE, and has achieved property returns ahead of the MSCI IPD benchmark over one, three, five and 10 years.
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14/06/2018 | Picton Property Income

Executive interview - Banca Sistema

Executive interview - Banca Sistema

Banca Sistema is a speciality finance provider with a primary focus on factoring receivables from the Italian public sector (public administrations or PAs), with salary and pension-based lending forming a second core activity. The bank is also opportunistic, and is looking to diversify into new areas such as its gold and jewellery-backed lending business.
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30/05/2018 | Banca Sistema

Executive interview - Personal Group Holdings

Executive interview - Personal Group Holdings

Personal Group Holdings PLC (PGH) is a United Kingdom-based company engaged in transacting employee benefits related business, including short-term accident and health insurance and the provision of salary sacrifice technology products in the United Kingdom.
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27/11/2017 |

Executive interview - Picton Property Income

Executive interview - Picton Property Income

Picton Property Income is an internally managed investment company with a diversified portfolio of commercial property across the UK. The investment objective is to provide investors with an attractive level of income and the potential for capital growth. Picton has generated property returns ahead of the MSCI IPD Quarterly Benchmark over the past one, three, five and 10 years.
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27/11/2017 | Picton Property Income

Executive interview - APQ Global

Executive interview - APQ Global

APQ Global is an emerging markets company with a focus on Asia, Latin America, emerging Europe, the Middle East, and Africa. It aims to deliver a sustainable and growing dividend as well as capital growth for shareholders by focusing on investment opportunities with the potential to generate significant income and long-term growth. It is a relatively new company, listing on The International Stock Exchange (TISE) in Guernsey in August 2016 and raising c £78m in new capital, and it was admitted to trading on the London Stock Exchange AIM Market two weeks later. In September 2017 the company raised an additional c £20m in 3.5% CULS. The management team is highly experienced in emerging markets and CEO, Bart Turtelboom is a c 28% shareholder. APQ is targeting a 6% return on the 100p issue price in respect of FY17 and has paid H117 dividends of 3p per share. The unaudited book value per share at the end of August 2017 was 96.49p per share.
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10/10/2017 | APQ Global

Executive interview - The Dolphin Square Charitable Foundation

Executive interview - The Dolphin Square Charitable Foundation

Dolphin Living is a subsidiary of The Dolphin Square Charitable Foundation. In this interview Olivia Harris, CEO of The Dolphin Square Charitable Foundation, provides an overview of the charity, its mission and its plans for the future as it expands its housing portfolio through the proceeds of a retail bond.
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01/08/2017 | The Dolphin Square Charitable Foundation

Executive Interview - DeA Capital

Executive Interview - DeA Capital

DeA Capital is one of Italy’s largest alternative investment operators, and is active as both an investor and a manager of assets. The investment division invests the group’s own permanent capital both directly, via strategic stakes in companies, and indirectly via funds, overwhelmingly managed by the group’s asset management division. The asset management division provides a broad offering across private equity, real estate and credit funds with €11.4bn in assets under management (AUM) at the end of Q1.
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25/07/2017 | DeA Capital

Executive interview - Tungsten Corporation, CEO Richard Hurwitz

Executive interview - Tungsten Corporation, CEO Richard Hurwitz

In this interview CEO Richard Hurwitz and CFO David Williams discuss Tungsten’s operational and financial performance in the year to 30 April 2017. They also talk about the development of Tungsten in future, with further client engagement, helping buyers and suppliers to manage their accounts payable and receivable (AP and AR) better, plus internal efficiencies and a focus on technology and innovation.
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21/07/2017 | Tungsten Corporation

Executive interview - Tungsten Corporation, CFO David Williams

Executive interview - Tungsten Corporation, CFO David Williams

In this interview CEO Richard Hurwitz and CFO David Williams discuss Tungsten’s operational and financial performance in the year to 30 April 2017. They also talk about the development of Tungsten in future, with further client engagement, helping buyers and suppliers to manage their accounts payable and receivable (AP and AR) better, plus internal efficiencies and a focus on technology and innovation.
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21/07/2017 | Tungsten Corporation

Executive interview - Picton Property Income

Executive interview - Picton Property Income

Michael Morris, CEO of Picton Property Income, discusses the recent FY17 results, which showed a 6% increase in NAVPS and a 30% improvement in income profit. Michael discusses the main drivers of the increases in earnings and NAV during the year. He looks at how having an exposure to a weaker London market did not hinder returns during the year. Part of the reason for this was Picton’s sector focus and Michael explains that there is currently a bias towards industrial assets and away from retail. He goes on to look at how Picton’s performance compares with the main benchmark index over the short and longer term. Picton is an internally managed company and Michael talks through the advantages of this structure and its effect on long-term performance. Finally, he explains what the strategy of being “occupier-focused and opportunity-led” means in practice for Picton’s tenants and shareholders.
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13/07/2017 | Picton Property Income

Executive Interview - BB Healthcare Trust

Executive Interview - BB Healthcare Trust

Paul Major, fund manager of BB Healthcare Trust (launched December 2016), gives an overview of the investment trust and how it sits alongside manager Bellevue Asset Management’s long-established BB Biotech fund. He explains how the high-conviction strategy differs from peers, not just in its concentrated portfolio drawn from across the healthcare universe, but also in its 3.5% distributions and annual redemption facility. Major goes on to explore why investors should consider looking at the healthcare sector, which is supported by scientific innovation and demographic change, and looks ahead to the rest of the year, a period in which he expects fundamentals for the sector to reassert themselves following a period where political debate has dominated the headlines.
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21/06/2017 | BB Healthcare Trust

Executive Interview - Gervais Williams

Executive Interview - Gervais Williams

Gervais discusses his third book, The Retreat of Globalisation. In the book he explains how he views the current period as one of profound change in social attitudes.
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13/12/2016 |

Executive Interview - Tungsten Corporation

Executive Interview - Tungsten Corporation

Tungsten Corporation offers a secure e-invoicing platform including Tungsten Analytics and Tungsten Early Payment, a form of alternative finance for businesses. Tungsten serves 56% of the Fortune 500 and 67% of the FTSE 100. It enables suppliers to submit tax-compliant e-invoices in 47 countries, and last year processed transactions worth more than $187bn for global companies including Alliance Data, Lufthansa, General Motors, GlaxoSmithKline, Henkel, IBM, Kellogg’s and the US Federal Government.
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22/02/2016 | Tungsten Corporation

Executive Interview - Covercy

Executive Interview - Covercy

Covercy is a private company that provides an online international bank-to-bank transfer service, with a focus on commercial transactions, typically ranging from $1,000 to $50,000 per transaction, paid to or by small and medium-sized enterprises. It harnesses peer-to-peer technology to allow cross-border transfers via an efficient, easy-to-use, secure and low-cost method. For example, clients in the UK already save an average 73% on their SWIFT and exchange bank fees by using Covercy’s services. Covercy is regulated as an Authorised Payment Institution by the UK FCA, (which allows it to operate across the EU), as well as a currency services provider by the Israeli Ministry of Finance. Founded in 2015, headquartered in the unique technology hub of Tel-Aviv, Israel, and with a London office, Covercy currently has double digit month-on-month transaction volume growth.
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06/11/2015 | Covercy

Executive Interview - NZX Limited

Executive Interview - NZX Limited

NZX operates the New Zealand capital markets, agricultural commodities and NZ energy markets. It provides the trading mechanisms and infrastructure, develops products and provides the data and information that drive trading activity. In January 2015 NZX acquired 100% of Superlife, a provider of superannuation products with NZ$1.2bn under management, for a total payment of up to NZ$35m. This acquisition will help NZX grow its passive funds management business and help it develop its portfolio of exchange-traded funds (ETFs).
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21/10/2015 |

Executive Interview - Heartland New Zealand

Executive Interview - Heartland New Zealand

Heartland New Zealand (HNZ) is a community-based financial institution focused on households, consumer and rural sectors in New Zealand. It has a diversified asset base, a balanced geographic footprint and a widespread depositor base. In FY15 deposit growth was ~20% and strong growth is expected in FY16. The cost-to-income ratio continues to improve as HNZ adds scale via organic growth and acquisitions. Growth is primarily driven by GDP and employment in New Zealand.
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21/10/2015 |

Executive Interview - Burford Capital

Executive Interview - Burford Capital

Burford Capital is the world’s largest provider of litigation finance. Listed on the London Stock Exchange, it is almost unique in its asset class. The sector and the company have seen strong growth in recent years. In this interview CEO Christopher Bogart explains Burford’s business model and investment case.
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05/05/2015 |

Executive Interview - Avation plc

Executive Interview - Avation plc

Avation is an aircraft leasing company whose main business is delivering short-haul aircraft to regional airlines in the Asia Pacific region, although the company has an increasing presence in Europe and South America. CFO Richard Wolanski has helped Avation grow rapidly over the last few years, and gives an overview of the business, a specific look at recent deals and tells us what to expect from the company in the coming year.
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05/05/2015 |