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Episode 49: Gervais Williams - What Fund Managers Really Want from Management Teams and IR
What are fund managers really looking for when they sit down for a management meeting? Financial metrics may seem like an obvious choice, but in this episode, we hear why companies need to think beyond the numbers and present a broader view for fund managers to assess.
Financial Metrics Aren’t All that Fund Managers Are Interested In
Joining this episode is Gervais Williams, Head of Equities at Premier Miton Group, and fund manager for several small to mid-cap funds based in the UK. Gervais takes us through his career history, his views on UK equities today, and why he’s optimistic about the future.
We hear his thoughts on why IR teams are likely to become more important than ever, what makes a perfect meeting, how he researches new companies before investing, and his predictions for the next 12 months.
In This Episode
- Gervais shares his career history and opinion on UK equities today
- How he identifies companies that will outperform
- Why IR teams will become more important in the future
- Gervais explains his approach to managing his fund and the type of companies he looks for
- Why financials aren’t the only important metrics to discuss in meetings
- How Gervais researches companies
- What the perfect company meeting looks like
- Gervais’ outlook for the next 12 months and his advice for IR teams
Quotes:
- “I'm very interested in how the company tells its own story. How does it tell its own story to its staff? How does it tell its own story to its customers and the shareholders?”
- “Presentations are loaded with financials. I think they're more suitable in many cases for analysts who are writing notes, and not very well targeted for managers. I'm interested in some of the financial metrics, but that's only a small part of what we're looking for.”
- “I would love IR and management teams specifically to be very happy to articulate differences and say, “a lot of people are going in this direction, we think that's less important. We think these things are more important” instead.”
Resources:
Connect with Gervais on LinkedIn: https://www.linkedin.com/in/gervaiswilliams
View all episodes
By Clara MeliaWhat are fund managers really looking for when they sit down for a management meeting? Financial metrics may seem like an obvious choice, but in this episode, we hear why companies need to think beyond the numbers and present a broader view for fund managers to assess.
Financial Metrics Aren’t All that Fund Managers Are Interested In
Joining this episode is Gervais Williams, Head of Equities at Premier Miton Group, and fund manager for several small to mid-cap funds based in the UK. Gervais takes us through his career history, his views on UK equities today, and why he’s optimistic about the future.
We hear his thoughts on why IR teams are likely to become more important than ever, what makes a perfect meeting, how he researches new companies before investing, and his predictions for the next 12 months.
In This Episode
- Gervais shares his career history and opinion on UK equities today
- How he identifies companies that will outperform
- Why IR teams will become more important in the future
- Gervais explains his approach to managing his fund and the type of companies he looks for
- Why financials aren’t the only important metrics to discuss in meetings
- How Gervais researches companies
- What the perfect company meeting looks like
- Gervais’ outlook for the next 12 months and his advice for IR teams
Quotes:
- “I'm very interested in how the company tells its own story. How does it tell its own story to its staff? How does it tell its own story to its customers and the shareholders?”
- “Presentations are loaded with financials. I think they're more suitable in many cases for analysts who are writing notes, and not very well targeted for managers. I'm interested in some of the financial metrics, but that's only a small part of what we're looking for.”
- “I would love IR and management teams specifically to be very happy to articulate differences and say, “a lot of people are going in this direction, we think that's less important. We think these things are more important” instead.”
Resources:
Connect with Gervais on LinkedIn: https://www.linkedin.com/in/gervaiswilliams