In this investing masterclass, accomplished UK fund manager Richard Staveley of Rockwood Strategic and Harwood Capital, takes me through his latest thoughts on the following:
00:00 Stock picking magic behind Rockwood’s alpha generation
02:05 Filtronic
10:35 Van Elle
12:10 Treatt
14:00 Eagle Eye
21:10 RM Group
26:05 Tribal
32:00 Kooth
38:05 Funding Circle
42:20 Mercia Asset Management
48:05 Capital Ltd
54:30 James Fisher
59:15 Videndum
1:07:05 Capita
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