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Series 3: Ep 3: Navigating Markets Through In-Depth Research and Engagement with Georgina Brittain
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After nearly 30 years with J.P. Morgan, today’s guest has a wealth of experience and insights to share with company IR teams. Meet Georgina Brittain, a senior portfolio manager within the J.P. Morgan Asset Management International Equity Group, who joins us to discuss all things investor relations. You’ll find out how Georgina and her colleagues co-manages funds, why she believes there is an overload of information in the industry currently, how she deals with that, her process for screening companies, and much more. She shares her tips for delivering bad news, engaging with sell-side analysts, her approach to research, backward and forward-looking data, annual reports, and investor meetings before Georgina reminds us of the importance of clear messaging and up-to-date websites. Start listening now!
Key Points From This Episode:
• How Georgina co-manages her funds.
• What has changed in the industry recently and the dangers of too much information.
• What companies can do to increase the chance of J.P. Morgan investing in them.
• The importance of honesty when it comes to delivering bad news and why statutory figures are sometimes not helpful.
• How sell-side analysts can be beneficial and her thoughts on how research has changed.
• The importance of investor websites and keeping them updated and easy to navigate.
• Results reporting and her views on backwards vs. forward-looking data.
• Her approach to company meetings and how she gives feedback.
• Why messaging needs to be as clear as possible.
Quotes:
“And there are some companies that I own that I may not even see for almost two years. If everything's going right, everything I can see is absolutely ticking on, ideally even better than expectations, I don't need to waste my time or the management's time. That's how I look at it. And I try to be very, very clear for those companies that that is fed back. We don't need a meeting because we are completely happy.” – Georgina Brittain
“Investor websites are, I mean, have hugely grown in importance for lots of reasons. In particular, because this is how we get a lot of data nowadays.” – Georgina Brittain
“I think in terms of backward versus forward looking, the point about results is you are talking, you are looking backwards and that's relevant to us. So that should be the key focus if you're doing your full year results. Obviously, everyone cares about the outlook, what's going to happen next. But actually, we want the deep dive into what happened in the last year or the last period.” – Georgina Brittain
Links Mentioned in Today’s Episode:
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