Richard has achieved an average annual return of over 30% pa over the last 10 years. Here, he outlines what he looks for to achieve that. Bursting with enthusiasm, together with some great stock picks, with an engagingly honest insight to his reaction to CV19, which many will relate to. Richard believes today is the beginning of an economic cycle, and is a great time for equity investors.
Richard’s background – 00:46
Richard’s investing performance – 02:40
Investing style & stock selection – 03:24
Covid-19 – 07:04
What sectors to avoid – 13:18
The business cycle philosophy – 15:50
Richard’s holdings and 2019 performance – 18:35
Richard’s been buying – 21:31
What prompts Richard to sell – 23:40
Macro thoughts – 26:16
Richard’s watch list – 28:46
Polar Capital (Polar Capital Holdings (LON:POLR)) – 32:17
UP Global Sourcing (Up Global Sourcing Holdings (LON:UPGS)) – 37:46
Redde Northgate (Redde Northgate (LON:REDD)) – 42:52
Q&A – 47:28
