11th January 2021, 6pm - 9.30pm


Interview with Fund Manager, Andy Brough

Andy Brough, head of the Pan-European Small and Mid Cap team at Schroders, gives his thoughts on how the COVID-19 pandemic is affecting equity markets and the economy. He discusses the recent recovery in equities and explains his investment approach at the Schroder UK Mid Cap Fund. He shares his views on inflation versus deflation, fund-raising, dividends, gearing, accounting credibility and the importance of managers being aligned with shareholders.

Stockopedia’s top picks for 2021

Ed will update us on Stockopedia’s Stock Picking Challenge 2021 and review the Leaderboard for 2020. This is an event that generates the most brilliant set of community picked, conviction stock ideas. Will your stock picks for 2021 match with those of the Stockopedia community?  Perhaps Boohoo, Sylvania Platinum, Volex or Apple are on the list?  Tune in on Monday to find out.

Last year’s challenge drew 2,153 entrants and this year we have 3000+ entrants. This year’s entrants have the chance to win a trip to New York for Two and other prizes by picking the top performing set of 5 stocks in 2021. 

Edward Croft is co-founder and CEO of Stockopedia.com. He previously worked as a wealth manager at Goldman Sachs and for a family office before founding Stockopedia. Ed graduated from Oxford University with first-class honours in Chemistry, is a Chartered Financial Analyst and Zend-Certified PHP Engineer.

Psst…(Portfolio, savings, stocks and tax)…check this information out  

At the start of a new year investors tend to look at what they learnt over the past year and what they need to change this year in order to improve their performance whether it be portfolio tuning, tax efficiency, better savings returns or general tax planning and our four professionals can hopefully help guide our community with a few words of wisdom.

Alex Davies was inspired to set up Wealth Club when looking to invest his own portfolio.  Previously, he was a board director at Hargreaves Lansdown, where he worked for 15 years. He was responsible for building Hargreaves Lansdown into the biggest direct-to-consumer SIPP provider in the UK with more than 150,000 clients and over £12 billion under management. He is a keen investor with a portfolio of shares, funds, student property, EIS and VCT investments.

Francis has over 15 years of experience advising families, trusts and entrepreneurial businesses on all aspects of their UK tax and accounting needs. He currently works at Dixon Wilson.

Francis qualified at PricewaterhouseCoopers first as a Chartered Accountant and then as a Chartered Tax Adviser, advising internationally-mobile executives on their personal tax position and assisting businesses on compliance with cross-border employment tax issues.


Matthew Bird is an active private investor and a  qualified IFA. He has a genuine passion for deep and insightful investing. 

Matt has Chartered Financial Planner status and is Falco Financial’s Founder and Managing Director.  Falco Financial


Bruce has a degree in Theology from Durham University and passed all 3 CFA exams.  He now writes a weekly commentary for Sharepad / Sharescope and invests his own money. In his spare time, he owns a craft beer bar in Berlin (Kaschk), plays beach volleyball.

Bruce covered UK banks as a sell side research analyst from 2000-2013 working for various investment banks and stockbrokers (eg Credit Suisse, Société Générale, Seymour Pierce) before that management consultancy.  Some of his published UK bank research is available here https://brucepackard.com/research

Specialist Insights

Steve Clapham

Stephen Clapham of investment research and training consultancy Behind the Balance Sheet will be here again. Rather than do the usual accounting red flags and investing tips that he normally gives on Mello Mondays, Stephen Clapham will give a short overview of the lessons to learn from 2020 and how to use them to improve your performance in 2021. Rather than give individual stock tips, Steve will talk about some of the themes he think may work this year and next, and will give some examples of the stock characteristics of the likely winners of the next 18 months. He will also cover the dangers of picking up some of the losers of 2020 – the share prices may look lower but often the valuations are significantly higher.

Behind the Balance Sheet is an investment research consultancy which creates bespoke research for large institutional investors and produces training programmes for their analysts and portfolio managers. The firm was founded in 2012 by Steve Clapham, who has 30 years of experience analysing and investing in equities. He spent some 20 years as a rated sell-side equity analyst before becoming a partner of a multi billion hedge fund in London in 2005.

Mark Simpson – Investing Rules!

Investing Rules!

Investment author Mark Simpson explains why portfolio rules are key to avoiding investment mistakes and describes some simple rules that you can apply to improve your investing.

Rule #1  ‘Set an Upper Portfolio Limit’ 

Rule #2 will be unveiled during MelloMonday, 11th January

Mark Simpson

MelloBASH (Buy, Avoid, Sell, Hold)

The MelloBASH features a mix of Fund Managers and Private Investors including Kevin Taylor, Edward Roskill and Jack Brumby.  They will be giving their verdicts together with the audience on listed companies selected by you…our Mello delegates.  Donations will be made to their chosen charities to show our appreciation of their excellent research and diligent coverage of the selected companies.  Companies to be covered this Monday include Manolete, Twitter, Foxtons, RA International.  Do let us know which companies you’d like analysed in future MelloMonday BASH panels by emailing georgina@melloevents.com.

I’m looking for compounding investments  

I started off in Leisure – a part of the market I still love, but an area where stocks can appear “cheap” for years without going anywhere. It made me realise that valuation is only one part of the puzzle. 

Now I sift through a much broader universe of stocks in search of small, high quality operators with large addressable markets, strong and maintainable margins, and clear share price catalysts. 


Kevin began his City career 27 years ago, training as an actuary with a focus on defined benefit pension schemes. In 1997 he moved over to Investment Banking and joined a structured finance team working on complex projects and debt finance for large corporates. During those 27 years of financial markets experience Kevin has been a keen small cap investor looking after his family’s portfolios and trading on both the long and the short side of markets. Kevin is one of the more sceptical member of our panel and likes to see proof that demonstrate management’s claims before investing in a management team.