*New 2024 interview: [ Ссылка ]*
To begin our 2023/24 “Meet the Manager” series: David Hall is partner and executive chair at YFM Equity Partners, a 40-year old investment business that has been managing British Smaller Companies Venture Capital Trusts for over 25 years now. What do the VCTs aim to do for investors? What effect is 2023’s economic environment having on companies and investors? And what is the hardest conversation they have with entrepreneurs? Watch now to learn more. In this interview:
0:00 Who are YFM and David Hall?
1:11 What are the British Smaller Companies VCTs?
2:03 What kind of companies do the VCTs invest in?
5:35 Investing in Workbuzz
6:44 Investing in Biorelate
8:05 Investing in Displayplan
8:57 Investing in Matillion
9:43 Besides funding, how does YFM add value?
11:22 How are higher interest rates and inflation affecting things?
13:07 Where is opportunity coming from at present?
15:21 What are the biggest challenges right now?
16:53 How risky are these VCTs?
18:25 Exits: the example of Vuealta
20:41 Performance of the VCTs
21:22 Dividends
22:26 Why should experienced investors look at the British Smaller Companies VCTs?
IMPORTANT
The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.
For more details on British Smaller Companies VCTs, including documents & how to invest, see [ Ссылка ]
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