Notes from MOI Global Company Visits in London

On September 21, the day after Latticework London 2018, a group of eight investors from the MOI Global membership community participated in a series of company visits. These were kindly arranged by fellow members.

The meetings provided a win-win proposal for all involved: attendees met with senior management at five London-based public companies: Informa (INF), Metro Bank (MTRO), Petrofac (PFC), Ashmore Group (ASHM), and Dixons Carphone (DC). These firms had passed a series of screens and offered a combination of growth opportunities, catalysts, shareholder focus, and attractive pricing.

The management teams were receptive to the visits as they perceived the group as potential “white knights” — long term-oriented investors who would analyze the firms in depth and, if choosing to become shareholders, would support the management teams’ pursuit of a long-term strategy that is not swayed by short-term market pressures.

As the group traveled together between the meetings, the participants introduced the to-be-visited companies to each other and exchanged views on the businesses and the respective sectors. These discussions enabled the participants to leverage their time with management in order to ask the most impactful questions.

We are pleased to share below notes from three of the five company visits.

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