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
Pod Point (PODP) Capital Markets Day held 16 November 2023
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Secure Trust Bank (STB) Capital Markets Day - November 2023
Huddled Group (HUD) Interview - November 23
Gresham Technologies (GHT) Investor Briefing: Introduction to Floe - October 2023
1Spatial (SPA) H1 2024 results presentation - October 2023
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Introduction to Xeros Technologies (XSG) - October 2023
Eneraqua Technologies (ETP) Half Year results presentation - October 23
Eneraqua Technologies (ETP) Half Year Results Overview – October 2023
Vertu Motors (VTU) Interim results presentation - October 23
Accrol Group (ACRL) Full Year 2023 results presentation - October 23
Gusbourne (GUS) Interim results presentation - September 23
WH Ireland (WHI) Full year 2023 results overview - September 23
Judges Scientific (JDG) Half Year 2023 results presentation - September 23
Eagle Eye (EYE) Full Year results presentation - September 23
Inspired (INSE) FY23 Interim Results presentation - September 2023
Fintel (FNTL) HY23 results presentation - September 23
Made Tech (MTEC) Full Year 2023 results presentation - September 2023
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