Assessment and exam season

We are currently in the assessment and exam season. Good luck to everyone!

Hao Quach

Updated Equity Research Reports

With the upcoming Board of Advisor’s Investment Committee. Our analysts have provided an update on each of our holdings with their recommendations.

Each of these reports will be discussed at the upcoming meeting 26/03/2019.

Ashtead – Update (PDF Format)
Electrocomponents – Update (PDF Format)
Halma – Update (PDF Format)
Hotel Chocolat – Update (PDF Format)
IG Group – Update (PDF Format)
NMC Health – Update (PDF Format)


James Stenson- CEO – LSMIF

Investment Committee Meeting

We’re pleased to welcome our Board of Advisor’s whom visit us a few times a year to offer us advice and share their experience with us. This is a fantastic opportunity for the entire fund to learn from professionals. We look forward to the event and seeing you all there.

Below is an agenda for the occasion and documents of what will be covered.

Agenda 26.03.2019 – (PDF Format)


James Stenson – CEO – LSMIF

March Equity Research

Click each company to open a report in PDF format.

IG Group Holdings PLC
NMC Health PLC

Please note –  Reports listed may or may not be invested within. These are proposals put forwards by our members. A few each month will be selected to become part of our portfolio.


James Stenson – CEO – LSMIF

Training & New Members

LSMIF are pleased to add 6 new members that join us on a trial basis.
Welcome to the following members;

Edward Heyward  - BSc Banking & Finance
Max Richmond    - BSc Banking & Finance
Luke Sanderson  - BSc Banking & Finance
Lam Phan        - MSc Accounting & Finance
Loc Ngo The Gia - MSc Accounting & Finance
Minh Khan Trinh - MSc Accounting & Finance

Training took place today for all members in which we discussed Equity Research Reports and Investment Rationale. To help create a more standardised report across the fund. This to help promote professionalism and unity, so that reports are able to be compared.


James Stenson – CEO – LSMIF

February Performance Report

Please see the report below for our Investment activities over the last month.

Performance Report – February 2019 (Click To Open PDF)

Previous months reports.

 


James Stenson – CEO – LSMIF

February Equity Research Reports

Click each company to open a report in PDF format.

John Laing Group
Brewin Dolphin
Sage
Hotel Chocolat
Halma
GlaxoSmithKline
Ferrexpo
Electrocomponents

Please note –  Reports listed may or may not be invested within. These are proposals put forwards by our members. A few each month will be selected to become part of our portfolio.


James Stenson – CEO LSMIF

2019 Performance

Reports are available in PDF. Please click to view.

2019

May 2019

March 2019

February 2019

Fund Meeting & New Members

At our most recent fund meeting (30/01/2019) we discussed the changes to our fund and what the future holds for LSMIF.

The use of short-lists was welcomed by the fund. Whereby we the fund have selected a portfolio of ~40 companies that we are interested in. All future investments will be raised from this short-list. The short-list will be updated and maintained periodically to remain accurate and current.

Here is a small extract from one company within our short-list:

The fund also has great pleasure in announcing the joining of two new members.

Michael Martin –  Governance Msc

Joel Parramore – Economics and Finance Bsc

A big welcome to both new members! Both members will be joining us on a trial period and we look forward to having both Martin and Joel involved within the fund.

Important Dates:
Fund Meeting – 20th of February 2019
Investment Committee Meeting – 27th of February 2019
Board of Advisors meeting to be scheduled in March 2019.

Things are getting busy for the fund and we’re excited to be pushing forwards with our new plans and raising some investments in the near future.

James Stenson – CEO – LSMIF

New Year & New Changes

A Happy New Year to you all,

LSMIF has been very busy over the Christmas period. We are excited to announce some major restructuring in the fund.

We have reduced our membership numbers significantly.

Leadership team:
James Stenson – CEO
Finely Kneafsey – CFO
Szymon Olizarowicz – CIO

Portfolio Manager(s):
James Boyle – Portfolio 1

Analysts:
Jurijs Fedorenko
Benjamin Omotayo
Christopher Denyer
Nathan Smith

The above members form the core of our fund. We have decided to focus on one portfolio and grow the fund from this point. This means membership within the fund is very competitive and thus the quality is of a very high standard.

These are exciting times as the fund will expand in the near future whilst maintaining the high quality and pursuit of excellence that we strive to achieve.

Thank you,

 

James – CEO

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