Vox Markets Fund Manager Series: Jean Roche of Schroders

14:45, 10th October 2023

Vox Markets

In this interview, Jean Roche of Schroders takes Vox Markets through:

00:00 Outlook for equites & importance of balance sheets.
04:35 Defence stocks: Qinetiq (QQ. Follow | QQ.), Chemring (CHG Follow | CHG) & Babcock (BAB Follow | BAB)
12:15 Senior (SNR Follow | SNR) and M&A trends
17:00 Inchcape (INCH Follow | INCH)
20:10 Spectris (SXS Follow | SXS) & Oxford Instruments
25:15 Diploma (DPLM Follow | DPLM])
28:40 Victrex (VCT Follow | VCT) & investing in unique businesses
33:15 UK housebuilders: Vistry (VTY Follow | VTY), Redrow (RDW Follow | RDW) & Crest Nicholson (CRST Follow | CRST)
40:20 Future (FUTR Follow | FUTR)
46:55 Games Workshop (GAW Follow | GAW) & when to sell winners.
52:15 4Imprint (FOUR Follow | FOUR)
55:20 Dunelm (DNLM Follow | DNLM)
59:55 Keller (KLR Follow | KLR)
61:05 Man Group (EMG Follow | EMG)
62:55 Computacentre (CCC Follow | CCC)

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.