EPISODE · Jul 9, 2024 · 47 MIN
1910: Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income
from The Vox Markets Podcast · host Vox Markets Podcast
Watch on YouTubeIn 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 Sindall12:55 Hargreaves Services15:50 Games Workshop19:25 Bloomsbury Publishing22:50 Kitwave26:25 Midwich28:55 Pets at Home.33:00 Telecom Plus37:15 Liontrust Asset management.42:00 Paragon Banking44:20 Recent top-slicing/exits: Marks & Spencer, Bank of Georgia and Shoezone
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1910: Vox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income
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