Vox Markets Fund Manager Series: Adam Rackley of Cape Wrath Capital
Episode 1252, Mar 10, 2023, 03:12 PM
In this masterclass on value investing, fund manager Adam Rackley of Cape Wrath Capital takes Vox Markets through:
(Watch the video interview HERE)
His outlook for equities. Start
Renaissance of value investing. 01:55
How to distinguish between value plays & value traps. 04:20
‘Behavioural Value’ opportunities. 08:45
Premier Foods. 11:30
Capita. 15:30
Costain. 21:35
NewRiver REIT. 23:15
SCS Group. 28:10
Currys. 30:25
Purplebricks. 32:10
Wood Group. 36:50
HSS. 38:50
Enquest 41:30
Gulf Marine Services. 45:35
Renewi. 48:35
Synthomer. 50:15
WPP. 52:30
GSK. 55:05
Somero Enterprises. 57:05
How to invest in Cape Wrath.
#PFD #CPI #COST #NRR #SCS #CURY #PURP #WG #HSS #ENQ #GMS #RWI #SYNT #WPP #GSK #SOM
(Watch the video interview HERE)
His outlook for equities. Start
Renaissance of value investing. 01:55
How to distinguish between value plays & value traps. 04:20
‘Behavioural Value’ opportunities. 08:45
Premier Foods. 11:30
Capita. 15:30
Costain. 21:35
NewRiver REIT. 23:15
SCS Group. 28:10
Currys. 30:25
Purplebricks. 32:10
Wood Group. 36:50
HSS. 38:50
Enquest 41:30
Gulf Marine Services. 45:35
Renewi. 48:35
Synthomer. 50:15
WPP. 52:30
GSK. 55:05
Somero Enterprises. 57:05
How to invest in Cape Wrath.
#PFD #CPI #COST #NRR #SCS #CURY #PURP #WG #HSS #ENQ #GMS #RWI #SYNT #WPP #GSK #SOM