Fund Manager interview with Richard Penny of Crux Asset Management

In this interview, Hall of Fame fund manager Richard Penny of Crux Asset Management takes me through his outlook for the markets, alongside a host of excellent ‘high conviction’ ideas.

00:00 Forecasts for equities
03:20 Will Russia invade Ukraine
05:15 FD Tech #FDP
10:55 Inspecs #SPEC
14:45 Chemring #CHG
17:25 Halfords #HFD
19:45 MP Evans #MPE
22:50 XP Factory (formerly Escape Hunt) #XPF
26:05 Strip Tinning #STG
28:20 Ondine Biomedical #OBI
31:05 Serinus Energy #SENX
33:35 Jadestone #JSE
35:40 Likewise #LIKE

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