Timestamps

In this upbeat conversation, I was delighted to speak to  fund manager Sid Lall of Canaccord Genuity Group Inc. – including:

00:00 His investment approach, thoughts on the markets & how the Marlborough Multi Cap Income fund has fared.
07:05 Sectors which may benefit from Labour’s election win.
08:30 Morgan Sindall Infrastructure
12:50 Hargreaves Services plc
15:45 Games Workshop Ltd
19:20 Bloomsbury Publishing Plc
22:45 Kitwave Wholesale Group
26:20 Midwich
28:50 Pets at Home.
32:55 TELECOM PLUS
37:10 Liontrust Asset Management PLC.
41:55 Paragon Banking Group PLC
44:15 Recent top-slicing/exits: Marks and Spencer, Bank of Georgia and Shoezone Retail Limited

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