Fund manager Iain Staples of Schroders highlights 20 stock ideas

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28th Mar '23 by Paul Hill

6 comments 1947 reads

In this insightful & entertaining interview, fund manager Iain Staples of Schroders, takes me through the:

Outlook for equities. Start
Portfolio construction including Boku, OSB Group & Paragon Banking Group PLC. 02:55
Equals Money. 04:55
Fintel. 08:20
EKF Diagnostics. 10:10
Poolbeg Pharma plc. 12:35
Cohort plc. 15:00
Renew Holdings plc 18:15
Vp plc. 21:20
Trifast plc. 23:00
Tribal Group. 26:15
RM plc. 31:00
ActiveOps. 34:35
essensys. 38:35
GOOCH & HOUSEGO PLC. 42:05
OnTheMarket. 48:10
ATOME . 50:00
Saietta Electric Drive. 52:20
Quixant. 55:30
How to invest in his Schroders fund. 58:35

Disclosure: I own Activeops, Essensys & Equals

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About the Author

Paul Hill

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6 comments

Paul Hill

28th Mar '23

Does anyone have any investor insights (eg probability of success) wrt the turnaround opportunities at Tribal, EKF, GHH &/or RM?

Paul Hill

29th Mar '23

sharw

29th Mar '23

Brilliant down-to-earth comment on EKF Diagnostics Holdings (LON:EKF) although it wasn't Florida it was South Bend, Indiana. My own take is that this was a classic case of the Peter Principle but at least they have let him return to what he was good at.

For more insight into this company start with yesterday's IMC's presentation. The recording is up now: https://www.investormeetcompan... I found it very good as they went into a lot of detail on things like the fermentation capacity expansion and the way they are restructuring.

Paul Hill

29th Mar '23

Agreed sharw - EKF Diagnostics on my watch list too. PaulH (re IMC)

M48

5th Apr '23

Thanks for the interview, Paul - and the nudge to look at the good IMC presentation, sharw. Mentions of the competition (Danaher, Roche, Abbott) tells me they are playing in a good space. Looks very interesting overall.

Paul Hill

5th Apr '23

Agreed M48. #EKF is one of my top turnaround picks for the next few years

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Fund manager Iain Staples of Schroders highlights 20 stock ideas

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About the Author

Paul Hill

6 comments

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