Timestamps
On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich of J O Hambro Capital Management – including:
00:00 His approach to investing & YTD performance
02:40 Why no exposure to UK banks?
04:15 Smith+Nephew
09:45 Haleon
14:00 Unilever
22:00 Hargreaves Lansdown
27:35 Diageo
34:05 Smiths Group plc
40:40 Anglo American
45:50 Whitbread
51:45 SSP Group plc
55:05 National Grid
59:40 Ashtead Group Plc
65:00 IMI
67:50 LSEG (London Stock Exchange Group) & valuation
76:55 Conduit Holdings
