GCIVox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income
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
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.