Episode 1910
1910: Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income
The Vox Markets Podcast · Vox Markets Podcast
July 9, 202447m 58s
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Watch on YouTube
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
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