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
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The Property Franchise Group (TPFG) 2022 interim results presentation - September 2022
CT Automotive (CTA) interim results presentation - September 2022
Eagle Eye (EYE) Full-Year 2022 results presentation - September 2022
Somero Enterprises (SOM) Interim Results 2022 presentation - September 2022
MadeTech (MTEC) Full-Year 2022 results presentation - September 2022
SThree (STEM) Q3 2022 Trading Update presentation - September 2022
Litigation Capital Management (LIT) Full Year 2022 results overview - September 2022
Quixant (QXT) 2022 interim results presentation - September 2022
The Pebble Group (PEBB) interim results presentation - September 2022
Accrol Group Holdings plc (ACRL) Full-Year 2022 results presentation - September 2022
Windward Ltd (WIND) interim results August 2022
Headlam (HEAD) interim results presentation September 2022
Tribal Group (TRB) 2022 half year results presentation - August 2022
NWF Group (NWF) Full-Year 2022 results presentation August 2022
WH Ireland (WHI) FY22 results overview - July 2022
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