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In this week’s Exchange, accomplished UK fund manager Richard Staveley of Rockwood Strategic investment trust, takes me through his latest thoughts on the following:
00:00 Stock picking magic behind Rockwood’s alpha generation
06:50 Filtronic
16:15 Treatt
24:05 Funding Circle
31:20 Vanquis
39:20 Mercia Asset Management
44:35 Trifast
48:15 RM
56:20 Capita
65:50 Kooth
73:40 Closing remarks
#RKW #FTC #TET #FCH #VANQ #MERC #TRI #RM #CPI #KOO
