Fund Manager interview with George Ensor of River & Mercantile

Unlike the sound of the ‘opening bell, the market never tells long term investors when to buy.

However, once sentiment gets so depressed as is the case today – it’s usually a sensible time to (at least) begin nibbling on a few high quality names, trading at rock bottom prices.
Similarly in this cracking interview – top-notch fund manager

George Ensor of River & Mercantile #RMMC takes Vox Markets through 15 compelling stock ideas, including:

00:00 Equity outlook

04:35 New Positions – 1Spatial #SPA
07:35 New Positions – Renold #RNO
10:55 New Positions – Strip Tinning #STG

14:20 Fallen Angels – Cake Box #CBOX
17:20 Fallen Angels – Venture Life #VLG
20:15 Fallen Angels – Supreme #SUP
26:55 Disruptive fintech – Aquis Exchange #AQX
30:50 Disruptive fintech – Argentex #AGFX
33:20 Disruptive fintech – LendInvest #LINV

37:35 GARP & secular growers – Science in Sport #SIS
40:30 GARP & secular growers – activeops #AOM
44:20 GARP &a secular growers – CMO group #CMO

47:30 When will supply chains normalise?
48:40 Special situations & reopening plays – Revolution Bars #RBG
51:25 Special situations & reopening plays – Brand Architekts #BAR

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