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In this investing masterclass, I was delighted again to speak to accomplished fund manager Sid Lall of Canaccord – including:
00:00 His investment approach, thoughts on the markets & how the Marlborough Multi Cap Income fund has fared.
07:10 Sectors which may benefit from Labour’s election win.
08:35 Morgan Sindall
12:55 Hargreaves Services
15:50 Games Workshop
19:25 Bloomsbury Publishing
22:50 Kitwave
26:25 Midwich
28:55 Pets at Home.
33:00 Telecom Plus
37:15 Liontrust Asset management.
42:00 Paragon Banking
44:20 Recent top-slicing/exits: Marks & Spencer, Bank of Georgia and Shoezone
The Vox Markets Podcast