Vox Markets fund manager interview with Chris Mills

Episode 237,   Jun 28, 2021, 02:23 PM

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Chris Mills of Harwood Capital discusses his outlook for small and mid cap equities going forward and touches on the positive progress of stock previously discussed in this series.

Thoughts on investing in the healthcare / life sciences sector 01:30
 ·        Clinigen 03:30
 ·        SourceBio 08:45
 ·        Tissue Regenix 16:15
 ·        Trellus Health 21:00
 .       EKF Diagnostics 26:00
 ·        Circassia 33:40
    Augean 38:35
Another area of Harwood expertise - Active asset managers
 ·        Polar Capital Holdings 39:20
 ·        Frenkel Topping 43:00
 ·        Assetco 50:23 more compelling stock ideas
 .     Avingtrans 53:30
 ·     Centaur Media 59:35
 ·      Maintel 63:15
Updates on the 3 stocks highlighted last time
 ·        Animalcare (>90% since 17th Nov’20) 68:10
 ·        Kenmare Resources (>45%) 67:45 - 71:25
 ·        FBD Holdings (34%) 71:25