ALPHA Investor Forum will run again at Churchill College, Cambridge on June 27th. This follows the runaway success of the first event in 2016. Three quoted companies are scheduled to present, alongside a collection of the UK's most accomplished investors. Since presenting at the 2016 event, the three companies that participated have all delivered positive returns for investors, the mean increase (including dividends) since then being +45%.
The world class company: RWS
What goes into making a massively successful company? RWS has a thirteen year record of year-on-year increases in group sales, underlying profits and dividend payments. The translation specialist will be represented on the day by Executive Chairman, Mr Andrew Brode. Under Mr Brode's tenure, RWS has grown to an £800m AIM titan.
The ISA millionaire: Leon Boros
Leon Boros is one of the UK's most successful private investors. Following a Quality at a Reasonable Price equity investment strategy, he has built an ISA portfolio valued in excess of £2m. Delegates at ALPHA Investor Forum will hear why Leon's share selection is so profitable and what he has learnt from recent meetings in Omaha, Nebraska with some of the world's super investors.
Niche manufacturing nugget: Treatt
Treatt is a £200m manufacturer of flavourings and additives to the food, beverage and fragrance industries. Since 1999, the company has held its dividend once, all other years seeing increases to shareholders. Earnings are forecast to rise more than 50% in 2017. Recent half-year results showed a 63% EPS increase from a 27% increase in Group sales.
Fund manager with Warren Buffett philosophy: Rosemary Banyard
Rosemary Banyard is Investment Director with Sanford DeLand, manager of the UK Buffettology Fund and a career fund manager. The Buffettology fund has delivered a total return of 140% in the last five years. Hear Rosemary's small and mid cap investment strategy and learn about some of the biggest investments that her team has made in the UK markets.
The entrepreneur: David Page
David Page is Chairman at AIM-quoted restaurant group Fulham Shore. He is former Chief Executive at Pizza Express plc. Fulham Shore has a market capitalisation of £115m. It operates three restaurant brands. It's Franco Manca pizza chain is one of the UK's most highly regarded and fastest growing rollouts.
Investing for the long, long, long term: Tim Harvey-Samuel
Tim Harvey-Samuel is Bursar at Corpus Christi, one of Cambridge University's oldest colleges. The college has an endowment valued in excess of £100m, whose management is overseen by Mr Harvey-Samuel. The college directly owns a range of assets including retail, leisure and residential properties.
Beating the market with AIM: David O'Hara
David O'Hara is Editor of AIM Prospector, the online magazine dedicated to AIM companies. The three AIM portfolios that he presented at 2016's ALPHA Investor Forum have since produced returns of +40%, +69% and +30%. The FTSE 100 in that time is only 20% ahead. Mr O'Hara will be presenting new additions to these portfolios and his favourite AIM opportunities.
