• 1910: Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income

  • Jul 9 2024
  • Duración: 48 m
  • Podcast

1910: Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income

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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
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