Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income Fund
Episode 1694, Nov 02, 2023, 12:33 PM
In this interview, Sid Lall. manager of the Marlborough Multi Cap Income fund takes Vox Markets through his outlook for equities alongside highlighting 18 stock ideas.
00:00 Macro backdrop.
03:05 UK housebuilders & Vistry #VIST
06:05 Paragon Banking #PAG
10:50 REITs Big Yellow #BYG & Safestore #SAFE
13:50 Wincanton #WIN & monitoring debt levels
17:30 Chesnara #CSN
21:05 What M&A, IPO activity tells investors
23:20 3i Group #III & 3i Infrastructure #3IN
26:25 Intermediate Capital Group #ICP
28:35 Diversified Energy #DEC
31:40 Kenmare Resources #KMR
34:25 Ecora Resources #ECOR
38:15 How to assess share buybacks
40:05 Morgan Sindall #MGNS & Galliford Try #GFRD
43:50 Macfarlane #MACF
47:20 Pets at Home #PETS
51:15 Bloomsbury Publishing #BMY
53:50 Wilmington #WIL
55:05 Things for investors to avoid doing
00:00 Macro backdrop.
03:05 UK housebuilders & Vistry #VIST
06:05 Paragon Banking #PAG
10:50 REITs Big Yellow #BYG & Safestore #SAFE
13:50 Wincanton #WIN & monitoring debt levels
17:30 Chesnara #CSN
21:05 What M&A, IPO activity tells investors
23:20 3i Group #III & 3i Infrastructure #3IN
26:25 Intermediate Capital Group #ICP
28:35 Diversified Energy #DEC
31:40 Kenmare Resources #KMR
34:25 Ecora Resources #ECOR
38:15 How to assess share buybacks
40:05 Morgan Sindall #MGNS & Galliford Try #GFRD
43:50 Macfarlane #MACF
47:20 Pets at Home #PETS
51:15 Bloomsbury Publishing #BMY
53:50 Wilmington #WIL
55:05 Things for investors to avoid doing