Registered:
14/11/14
Seen:
3:11pm
Followers:
82

Comments
353
Articles
2

Occupation: Fund Manager

Interests: European Markets, International Stocks, Stocks, US Market

Location: At Home

About Me:

A Portfolio Manager with over 15 years experience. Currently looking for a job (please email me if you think I could help your organisation). When not ferrying the kids around or in the veg patch I love analysing shares and taking positions on both the long and the short side. I look for value situations, especially net-nets and undervalued compounders. I believe good / bad management has a massive impact on the outcomes for shareholders. I would not rather do any other job. Email me if you have any interesting ideas that fit into my criteria.


Investment Strategy
I trade... a few times per year
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk
Bottom up investor who combines a core of quality high return shares with more opportunistic purchases of value / out of favour companies where I feel the market is being too short term. Mainly a UK investor but I have also invested in European and US situations.


VegPatch's Latest Blogs
10

McCarthy & Stone - 0.8x TNAV is historically the trough for most housebuilders

VegPatch 20th Jun '18
4
3

CLS Holdings - strong results. EPRA NAV +17% to 286p. Mkt cap £900m

VegPatch 7th Mar '18
5
12

Somero - Trumptastic Tax

VegPatch 5th Dec '17
10
25

Bioventix - FY results v strong, look how fast the core is growing to offset loss of NT ProBNP

VegPatch 16th Oct '17
17
16

Interesting and accretive acquisition for IG Design. c8% EPS accretive to Mar 19 EPS

VegPatch 21st Sep '17
19


VegPatch's Latest Comments
2

Draper Esprit (GROW) up 8 % today great momentum and profits : I don't get Stockopedias Stockrank of Zero ??

VegPatch 19th Jul '18
2
3

Small Cap Value Report (Tue 10 July 2018) - OCDO, BEG, MYSL, PHTM, PAM, RWA

VegPatch 11th Jul '18
0
0

Small Cap Value Report (2 July 2018) - TRAK, PLA, ZOO, KMK, AVAP, PLUS

VegPatch 2nd Jul '18
0
0

McCarthy & Stone - what a difference 18 months (& a profit warning) makes

VegPatch 22nd Jun '18
1
1

Wey Education Private Investor Evening May 2018

VegPatch 10th May '18
0
VegPatch's Top Awards 36


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