A brief AGM report on the above company.
Approx 10 shareholders present.
Chair Peter Jones introduced the board etc… before reading the Chairman's statement as per the annual report.
We then moved to a short presentation from the fund managers, James Henderson and Laura Foll, reduced to bullet points:
Gearing reduced as debt paid off due to selling toppy AIM shares mid 2018.
88% active portfolio with an average 4-5 year holding cycle – AIM would be less, large caps more.
AIM was due ...