Description
Interview with Fund Manager, Stephen English
With a background in art (good drawer/awful painter) and an interest in psychology Stephen believes that small-cap investment is more art than science. An avid student of the market, he has authored his own 12-page investment philosophy which was well received by professional and retail readers alike. When it comes to the stockmarket, Stephen says ‘when you find the key, they change the lock’ which drives a zeal for continual improvement.
Company Presentation – Smiths News plc
Smiths News plc is the UK’s largest newspaper and magazine wholesaler, with an approximate 55% market share. For over 200 years, it has been an essential link in one of the world’s fastest supply chains, now distributing newspapers and magazines on behalf of the major national and regional publishers to approximately 24,000 customers across England and Wales on a daily basis.
With ancillary businesses to enhance its core offer – including DMD, which supplies airlines and travel points, and Instore, which offers field marketing services to retailers and suppliers across the UK – Smiths News provides a comprehensive supply chain solution in a uniquely specialised market. Its scale and expertise, combined with intelligent logistics systems, ensures it provides the best and widest range of services for both publishers and retailers.
Company Presentation – Midatech Pharma plc
Midatech is a drug delivery technology company focused on improving the bio-delivery and biodistribution of medicines.The Company has developed three in-house technology platforms, each with its own unique mechanism to improve delivery of medication to sites of disease.
Company Presentation – Jupiter Green Investment Trust
Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £60.7bn /$81.8bn /€70.7bn as at 30/09/2021.
Speakers
- Interview with Fund Manager, Stephen English
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With a background in art (good drawer/awful painter) and an interest in psychology Stephen believes that small-cap investment is more art than science. An avid student of the market, he has authored his own 12-page investment philosophy which was well received by professional and retail readers alike. When it comes to the stockmarket, Stephen says ‘when you find the key, they change the lock’ which drives a zeal for continual improvement.
Quality investing to Stephen is as much, if not more so, about the management of a business, and he aligns the portfolios to founders who maintain the owners’ eye and have a superior problem solving ability over peers with no alignment of interest. A strong culture is vital; after all ‘character is destiny’.
With a fast-growing reputation as an independent thinker, his musings are regularly featured in the press, including What Investment, Professional Advisorand MoneyWeek.
Stephen is a CFA Charterholder, a devoted Warrington Rugby League fan and a wide-ranging reader. - Simon Gage, Commercial Director
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Simon Gage joined the company in 1986 as a management trainee, and has subsequently held a wide variety of roles in the company. Following the demerger in 2006, Simon was made Magazine Sales Director of Smiths News in 2008 and then in 2012, Simon became Sales Director.
In 2015, Simon was appointed Publisher and Retailer Services Director and became Commercial Director in 2020. He’s responsible for the service offer to our existing clients and managing the trading relationships, overseeing the publisher and retailer account management teams, including the independent retail sector, and has accountability for our sales centre in Worcester. Simon also oversees our InStore Field Marketing business.
- Paul Baker, Chief Financial Officer
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Paul Baker joined Smiths News on 4 October 2021 following his appointment of Chief Financial Officer. He brings with him a track record of delivering strategic and operational change in fast moving environments. As a highly experienced senior executive, with extensive and relevant financial and business transformation experience, Paul most recently held the position of Integration Director at Compass Group plc. Prior to that, he held various regional and divisional Finance Director roles within each of Compass Group, Iglo Group/ Birds Eye Limited and Cadbury Schweppes PLC.
- Stephen Stamp CEO / CFO
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Mr. Stamp is an experienced public company CFO and has held senior positions in a number of significant healthcare companies including as Group Finance Director of Shire plc, Chief Operating Officer of Xanodyne Pharmaceuticals Inc and most recently with AIM quoted Ergomed plc, where he served initially as CFO before becoming CEO. Mr Stamp qualified as a Chartered Accountant at KPMG and is a member of the Institute of Chartered Accountants.
- Jon Wallace, Fund Manager, Environmental Solutions
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Jon is the Fund Manager of Jupiter’s Environmental Solutions funds with Rhys Petheram. He joined Jupiter in July 2009. Before joining Jupiter, Jon worked at Forum for the Future, a non-profit organisation that works in partnership with business, government and civil society to accelerate the shift toward a sustainable future. He began his investment career in 2009. Jon has a BA in Economics and History and an MSc in Environmental Technology.
- Katherine Roe, CEO
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Katherine has over 20 years of senior corporate and capital markets experience. Having worked as Chief Financial Officer for Wentworth following her role as Vice President Corporate Development & Investor Relations in 2014 – Katherine was appointed as CEO in January 2020. Prior to Wentworth, Katherine spent 11 years at Panmure Gordon & Co having moved from Morgan Stanley’s investment banking division. As well as our CEO, Katherine is an independent Non-Executive Director of ITM Power PLC and Longboat Energy PLC.
- Tim Clancy, Chief Financial Officer
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Tim was appointed to the Board on 28 August 2018 and is the CFO. He is an Associate of the Chartered Institute of Management Accountants and joined the group from Assurant Europe where he was CFO. Assurant Europe is the European subsidiary of Assurant Inc the US-listed global insurance provider. His previous roles include, from 2011 to 2013, Finance Director of Lifestyle Services Group, an insurance administrator and outsourcing provider and, from 2009 to 2011, Commercial Finance Director of Shop Direct Group. Before then he spent over 10 years in the travel industry in many finance and general management roles including Finance Director of Airtours and Managing Director of Going Places.
- Ian O’Doherty, Chief Executive Officer
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Ian was appointed to the Board and became CEO on 1 February 2018. He has a strong background in financial services, specifically in banking, payments and card services, having worked at MBNA for 26 years, most recently as Chairman and CEO of MBNA Limited in the UK, a position he held from 2008 to 2017. From 2015 to 2017, Ian was Deputy Chair of the UK Cards Association, having been a board member since 2008, and he was a member of the Interim Main Board of UK Finance (New Trade Association) from 2016 to 2017. He has an MBA from Carroll Graduate School of Management, Boston College, USA, and is a fellow of the Institute of Bankers in Ireland. He is Chairman of Chester Race Company Limited and is a Governor on the Board of the King’s School, Chester.
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