Hardman & Co Research
Hardman & Co Research: Manager's Hardman & Co Forum presentation
Serge Demay, from Fund Manager AXA IM, gave an investor presentation at the Hardman & Co 17 June 2019 Forum (video https://www.hardmanandco.com/june-investor-forum/) .We produced a short note for this event, Volta Finance: 9% yield from diversified corporate loan portfolio. In this report, we address the questions that were raised at both the Forum and in the one-on-one discussions our analyst had with attendees post the event. The bias was on credit and how the portfolio may optimise returns if the expected gentle economic deterioration happens.
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About Hardman & Co: For the past 21 years Hardman has been producing specialist research designed to improve investors' understanding of companies, sectors, industries and investment securities. Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge. Our focus is to raise companies' profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services. Some of our notes have been commissioned by the company which is the subject of the note; this is clearly stated in the disclaimer where this is the case.
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