GCIVox Markets Fund Manager Series: Stuart Widdowson of Odyssean Capital
In this interview, fund manager Stuart Widdowson of Odyssean Investment Trust takes Vox through 17 stocks
00:00 Outlook for equities
05:05 M&A activity
07:20 Generative AI Ascential
08:35 RWS Holdings
11:15 Wilmington
13:20 Spire Healthcare
17:10 Benchmark
19:50 NCC
23:45 Chemring
26:05 Elementis
29:30 Flowtech Fluidpower.
32:10 Gooch & Housego
34:55 James Fischer
37:20 Stabilus SA
39:45 Xaar.
42:25 XP Power
45:15 Videndum
47:15 How to assess indebted companies
49:15 Dialight
51:25 Where looking to deploy capital
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.