Vox Markets Fund Manager Series: Rosemary Banyard of Downing
In this in interview, esteemed investor and fund manager Rosemary Banyard of Downing takes me through 15 fascinating stock ideas including:
00:00 Her outlook for equities & smallcap liquidity.
08:25 Tristel
14:20 EKF Diagnostics
17:35 Elementis
21:25 Intertek
22:55 Rotork
26:25 Buying best-in-class industry champions
31:05 Auto Trader
33:50 Rightmove
37:05 Games Workshop
40:00 4imprint
42:40 Diploma
47:55 How useful is a DCF analysis?
50:10 Alfa Financial
55:10 Aptitude Software
58:10 Dotdigital
60:40 Softcat
64:30 AJ Bell
67:30 When to sell?
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.