Media
We may still be in the early weeks of the new year but never have we been aware at this stage of the year of more equity raises, whether it be IPO’s or existing listed companies looking to raise funds. This is due to the combination of companies wanting to expand into the anticipated economic recovery and a backlog of deals that had been delayed as a result of uncertainty caused by the pandemic and Brexit. With markets believing in a vaccine assured future, along with a Brexit agreement and supportive central banks providing ample cheap stimulus, much uncertainty that existed in 2020 has been removed as companies and investors focus on the future.
Surface Transforms wins contract with Tesla. Oliver Brown, Lead Manager of the IFSL RC Brown UK Primary Opportunities fund, participates in £18m equity raise, purchasing stock at a 17% discount to the closing mid-price on19th January 2021.
J.D.Wetherspoons £94m equity raise provides opportunity for Oliver Brown, Lead Manager of the IFSL RC Brown UK Primary Opportunities fund, to increase weighting in the Fund. The stock was purchased at a 5.3% discount to the mid-market closing price on 19th January 2021.
To conclude the series Oliver Brown talks about how he and his team generate consistent returns and manage the inherent risk associated with equity investing for investors in the IFSL RC Brown UK Primary Opportunities Fund and why this ought be considered as a staple UK equity holding for investors.
Covid 19, US/China Trade war, the US Election together with the conclusion or possibly lack thereof, of a Brexit trade deal, have weighed heavily on both UK domestic and global market sentiment. Markets have not only digested, but anticipated these events, in other words their perceived impact on the economy as well as the political landscape is now priced in. Oliver Brown, Lead Manager of the IFSL RC Brown UK Primary Opportunities fund is with us today to discuss 2021 and beyond.
Covid 19, US/China Trade war, the US Election together with the conclusion or possibly lack thereof, of a Brexit trade deal, have weighed heavily on both UK domestic and global market sentiment. Markets have not only digested, but anticipated these events, in other words their perceived impact on the economy as well as the political landscape is now priced in. Oliver Brown, Lead Manager of the IFSL RC Brown UK Primary Opportunities fund is with us today to discuss 2021 and beyond.
Covid 19, US/China Trade war, the US Election together with the conclusion or possibly lack thereof, of a Brexit trade deal, have weighed heavily on both UK domestic and global market sentiment. Markets have not only digested, but anticipated these events, in other words their perceived impact on the economy as well as the political landscape is now priced in.
Oliver Brown, Lead Manager of the IFSL RC Brown UK Primary Opportunities fund is with us today to discuss 2021 and beyond.
Covid 19, US/China Trade war, the US Election together with the conclusion or possibly lack thereof, of a Brexit trade deal, have weighed heavily on both UK domestic and global market sentiment. Markets have not only digested, but anticipated these events, in other words their perceived impact on the economy as well as the political landscape is now priced in. Oliver Brown, Lead Manager of the IFSL RC Brown UK Primary Opportunities fund is with us today to discuss 2021 and beyond.
Bob Brown, Fund Manager talks about how the Primary Opportunities process came about.
- 1. A Relatively easy way to make money
- 2. My first big gain
- 3. Bob Brown – Ladbrokes IPO – IFSL RC Brown UK Primary Opportunities Fund
- 4. Bob Brown – Humble Beginnings – IFSL RC Brown UK Primary Opportunities Fund
- 5. An institutional investment house based in Bristol – R.C. Brown Investment Management
- 6. Bob Brown – How did the Primary Opportunities Process Come About?
- 7. Bob Brown – Close Relationships with Leading Issuing Houses – IFSL RC Brown UK Primary Opportunities Fund
- 8. Bob Brown – Growing Demand for a Retail Fund -IFSL RC Brown UK Primary Opportunities Fund
Oliver Brown, R.C. Brown Primary Opportunities talks about what influenced his decision to join the fund management industry
Oliver Brown, Lead Manager – IFSL RC Brown UK Primary Opportunities Fund Explains Primary vs Secondary Markets
- 1. Primary vs. Secondary Markets
- 2. The Function of Primary Markets
- 3. Full Disclosure
- 4. Price Advantage Creates Additional Alpha
- 5. Not available to small investors?
- 6. Secondary Markets
- 7. Secondary Markets – How they operate
- 8. Primary Market Prices Set at Outset
- 9. Serves a Useful Economic Purpose
- 10. Primary Opportunities – IPOs
- 11. Primary Opportunities – Placings
- 12. Sub-Underwriting and Buying the Rump
- 13. Rights Issues – Buying the Rump
- 14. A Compelling Investment – IFSL RC Brown UK Primary Opportunities Fund
- 15. Running Primary Opportunities Since 1990
RCBPO’s Lead Manager, Oliver Brown explains the economic and political challenges facing fund managers and how he and his team have positioned the IFSL RC Brown UK Primary Opportunities Fund
- 1. Fund Update – UK Market Backdrop
- 2. Fund Update – Resilient Markets
- 3. Performance – IFSL RC Brown UK Primary Opportunities Fund
- 4. Significant number of Primary Opportunities
- 5. Fund Update – Challenging Times ahead
- 6. Fund Update – Reducing Exposure
- 7. Fund Update – Challenging Times
- 8. Fund Update – Value in the Consumer Retail Sector: Small Ticket Items
- 9. Fund Update – Value in the Consumer Retail Sector: Small Ticket Items
- 10. Fund Update – Margin of Error
- 11. Fund Update – Run Winners, Cut Losers
- 12. Fund Update – Mindful of a downturn
- 13. Fund Update – Increasing Defensiveness of our Portfolio
- 14. Fund Update – Confident in Our Decisions
- 15. Fund Update – Charter Court, Bought at IPO
- 16. Fund Update – Secondary Sell-Downs
- 17. Fund Update – Oliver Purchases Market Leading Stocks
- 18. Fund Update – Actively Managing Our Positions
- 19. Fund Update – Genuine Market Leaders
- 20. Fund Update – Actively Managing Our Positions
- 21. Fund Update – Oliver Sells Accrol
- 22. Fund Update – Oliver Sells JM Following Sharp Increase in Price
- 23. Fund Update – Oliver Exits 1PM Following Price Spike
Oliver Brown, Lead Manager – Explains the process behind the investment returns of the IFSL RC Brown UK Primary Opportunities Fund. Why RCBPO have the upper hand when investing in Primary Market Opportunities.
- 1. Oliver Brown Leads the Primary Opportunities AA Citywire rated team
- 2. AA Citywire Rated Managers – UK Primary Opportunities Team
- 3. Continually Evolving Process – IFSL RC Brown UK Primary Opportunities Fund
- 4. First Mover Advantage – Retail Access to Institutional investments
- 5. Proven Primary Process – IFSL RC Brown UK Primary Opportunities Fund
- 6. IFSL RC Brown UK Primary Opportunities Fund identifies healthy profitable companies
- 7. Strong relationships with Investment Banks
- 8. Unrivalled Initial Public Offering Expertise
- 9. Primary Market Placings – Quality Companies at an Attractive Price
- 10. Process Review in 2013, reduces Fund Volatility
- 11. Adjusting our Small-Cap Exposure
- 12. Quality Small-Caps Produce Excellent Returns
- 13. R.C. Brown Reduce Portfolio Risk
- 14. R.C. Brown Increases Large-Cap Exposure to Address Liquidity
- 15. Stronger and More Robust – IFSL RC Brown UK Primary Opportunities Fund
- 16. Patience Rewarded
- 17. Stock Selection Drives Portfolio
- 18. R.C. Brown Gain Strategic Footholds in Profitable Companies
- 19. R.C. Brown Strive to Seek out Future
- 20. Profitable Businesses Pay Dividends
- 21. Unhindered Fund Management
- 22. Pragmatic & Sensible Approach to Our Sell Discipline
- 23. R.C. Brown Take Advantage of Technical Factors
- 24. First Mover Advantage
