Fund Manager Series: Gervais Williams of Premier Miton

Despite the tough macro economic backdrop, leading fund manager Gervais Williams of Premier Miton is more positive on UK mid/smallcaps than he’s been for 30 years. Find out here why, alongside discussing 18 stocks.

00:00 Outlook for equities & M&A trend
03:30 Golden era of AI investing
05:45 Avacta (AVCT)
08:00 Polarean Imaging (POLX)
10:25 Inspiration Healthcare (IHC)
11:50 Totally (TLY)
13:55 Yu Group
16:45 i3 Energy (I3E)
19:00 Supreme (SUP)
22:00 Lords Group Trading (LORD)
24:50 Saietta (SED)
27:50 Ensilica (ENSI)
31:50 Journeo (JNEO)
33:40 Engage XR
37:15 Pennant International (PEN)
39:10 HostelWorld (HSW)
41:25 TP ICAP (TCAP)
43:45 Trufin (TRU)
46:05 Beeks Financial Cloud. (BKS)
48:30 H&T
51:00 How to invest in Premier Miton’s funds

[drew]

Saietta's problem is that they suggested to shareholders they might be self financing, but then had a big dilution to raise more cash, then their progress was slower than initially predicted. Let's not be surprised why the share price has dropped considerably. Management hasn't really given shareholders confidence

[riffsoffov]

I think Premier Miton stock looks interesting. It's way down, looking close to a 10 year low hit near the end of May. "76% of funds above median investment performance since launch or tenure 3 (2022 HY: 80%)" (mathematically, that could hide some stinkers, but I'm not saying they've got any). I believe "tenure" is the tenure of the current fund manager. I'm thinking a takeover is fairly likely, if the stock doesn't imitate Lazarus. The top shareholders are funds, led by Octopus Investments with 11.2%. The divi is variable, 50-65% of adjusted profit after tax (annually), or maybe more if they're optimistic. For more info, just ask a chatbot.

[juliehall]

Ask him about his own companies share price