PIWORLD audio investor podcasts
Business:Investing
00:41 Alexandra’s background
02:05 The performance of the fund v FTSE All Share and peers
03:54 Approach and learnings from March 2020
06:05 Investment selection criteria:
Scalability: Future #FUTR & Keystone Law #KEYS
Durability: Diploma #DPLM
Quality: Halma #HLMA
Governance: Greggs #GRG
10:47 Valuations
12:05 Lower PE stocks in the portfolio: MJ Gleeson #GLE, Beasley #BEZ
13:53 IPOs: Oxford Nanopore Technologies #ONT; Bites Technology Group #BYIT
16:57 Current sentiment to capital raises
17:32 UK tech, including Kainos #KNOS & Molten Ventures #GROW
22:14 What are the most exciting stocks that could move the dial in the next year:
Intermedia Capital #ICP; Accsys Technologies #AXS; Greggs #GRG
24:54 Learning from mistakes
26:45 Qualities that make a good Fund Manager
Alexandra Jackson manages the Rathbone UK Opportunities Fund, (formerly named Rathbone Recovery Fund) which she has run since 2014. She joined Rathbones in January 2007 and was formerly Assistant Fund Manager on the Rathbone Global Opportunities Fund. Alexandra holds the IMC and is a CFA (Chartered Financial Analyst) charterholder.
Rathbone Funds UK: rutm.com
Rathbone UK Opportunities Fund:
https://www.rathbonefunds.com/uk/individual-investor/multi-asset-fixed-income-and-equity-funds/rathbone-uk-opportunities-fund
Headlam Group (HEAD) Full Year results presentation - March 24
Eagle Eye (EYE) Capital Markets Day - February 2024
Made Tech (MTEC) Interim results presentation - Febuary 24
Franchise Brands (FRAN) Capital Markets Day - February 24
Accrol Group (ACRL) Interim results presentation - Febuary 24
Wynnstay Group (WYN) Full Year 2023 results presentation - Febuary 24
NWF Group (NWF) Half Year results presentation - January 24
SThree (STEM) Full Year 2023 results presentation - January 24
Idox (IDOX) Full Year 2023 results presentation - January 24
Knights Group (KGH) Half Year results presentation - January 24
SThree (STEM) FY23 Full Year Trading update - December 23
Sosandar (SOS) Half Year results presentation - December 23
Begbies Traynor Group (BEG) Half year results presentation - December 23
TPXimpact (TPX) Half Year results presentation - December 23
Braemar (BMS) FY23 & H1 24 Results presentation - December 23
Cerillion (CER) FY23 Results presentation - November 23
Treatt (TET) FY23 results presentation - November 2023
IG Design Group (IGR) Half Year 2024 results presentation - November 23
DSW Capital (DSW) Interim results 2024 presentation - November 23
Tracsis (TRCS) Full Year results presentation - November 23
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