Episode 2030
2030: The Exchange with Richard Staveley of Harwood Capital
The Vox Markets Podcast · Vox Markets Podcast
January 31, 20251h 13m
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Show Notes
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In this week’s Exchange, accomplished UK fund manager Richard Staveley of Harwood Capital, who runs the Rockwood Strategic investment trust, takes me through his latest thoughts on the following:
00:00 Secret sauce behind Rockwood’s success.
06:40 Capita
13:35 Filtronic & how to value the stock
19:05 Funding Circle
24:00 Vanquis Banking
32:55 Argentex
38:50 RM
43:00 Van Elle
47:25 Flowtech Fluidpower
52:25 James Fisher
56:30 STV Group
1:0:55 Kooth
1:06:25 Pennant International
1:10:35 Favourite stock idea for 2025 & portfolio management
In this week’s Exchange, accomplished UK fund manager Richard Staveley of Harwood Capital, who runs the Rockwood Strategic investment trust, takes me through his latest thoughts on the following:
00:00 Secret sauce behind Rockwood’s success.
06:40 Capita
13:35 Filtronic & how to value the stock
19:05 Funding Circle
24:00 Vanquis Banking
32:55 Argentex
38:50 RM
43:00 Van Elle
47:25 Flowtech Fluidpower
52:25 James Fisher
56:30 STV Group
1:0:55 Kooth
1:06:25 Pennant International
1:10:35 Favourite stock idea for 2025 & portfolio management