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Vox Markets Fund Manager Series: Stuart Widdowson of Odyssean Capital

06:12, 8th August 2024

In this fascinating interview, accomplished fund manager Stuart Widdowson of Odyssean Capital (an associate of Harwood Capital) takes me through 13 stock ideas, including:

00:00 His approach to investing & YTD performance.
03:55 Thoughts on Monday’s market turbulence & equity outlook
08:15 Ascential
10:25 XP Power
16:30 Genus
22:55 Benchmark
25:45 Spire Healthcare
28:15 XAR
32:25 Gooch & Housego
36:15 Auction Technology Group
40:25 Elementis
45:10 Dialight
49:45 Investor activism
51:35 NCC
55:05 James Fisher
59:30 Flowtech Fluidpower
62:20 RWS Holdings
65:10 Wilmington
66:40 Importance of having a disciplined investment strategy & sticking to it

#XPP #SPI #BMK #XAR #GHH #ASCL #ELM #DIA #NCC #FLO #FSJ #WIL #RWS #ATG #OIT #GNS

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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.

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