Vox Markets Fund Manager Series: Jean Roche of Schroders
Episode 1662, Oct 10, 2023, 03:08 PM
(Watch the video interview HERE)
In this interview, Jean Roche of Schroders takes Vox Markets through:
00:00 Outlook for equites & importance of balance sheets.
04:35 Defence stocks: Qinetiq #QQ., Chemring #CHG & Babcock #BAB
12:15 Senior #SNR and M&A trends
17:00 Inchcape #INCH
20:10 Spectris & Oxford Instruments #OIXG
25:15 Diploma #DPLM
28:40 Victrex & investing in unique businesses
33:15 UK housebuilders: Vistry #VTY, Redrow #RDW & Crest Nicholson #CRST
40:20 Future #FUTR
46:55 Games Workshop #GAW & when to sell winners.
52:15 4Imprint #FOUR
55:20 Dunelm #DNLM
59:55 Keller #KLR
01:01:05 Man Group #EMG
01:02:55 Computacentre #CCC
In this interview, Jean Roche of Schroders takes Vox Markets through:
00:00 Outlook for equites & importance of balance sheets.
04:35 Defence stocks: Qinetiq #QQ., Chemring #CHG & Babcock #BAB
12:15 Senior #SNR and M&A trends
17:00 Inchcape #INCH
20:10 Spectris & Oxford Instruments #OIXG
25:15 Diploma #DPLM
28:40 Victrex & investing in unique businesses
33:15 UK housebuilders: Vistry #VTY, Redrow #RDW & Crest Nicholson #CRST
40:20 Future #FUTR
46:55 Games Workshop #GAW & when to sell winners.
52:15 4Imprint #FOUR
55:20 Dunelm #DNLM
59:55 Keller #KLR
01:01:05 Man Group #EMG
01:02:55 Computacentre #CCC