Fund Manager interview with Stuart Widdowson, Managing Partner of Odyssean Capital

In this interview, expert fund manager Stuart Widdowson takes me through how Odyssean Capital generates Alpha whatever the market conditions, alongside highlighting 13 stock ideas.

00:00 Outlook for equities
01:15 What are Odyssean’s typical investment time horizons?
02:50 How to measure the risk/reward balance
03:55 Running a concentrated portfolio
04:50 Defense/cyber sector &a Chemring #CHG
08:50 NCC #NCC
13:15 Euromoney Institutional Investor #EMR
15:35 Wilmington #WIL
17:45 Industrials & Elementis #ELM
21:25 Xaar #XAR
27:20 Flowtech Fluidpower #FLO)
30:30 Dialight #DIA
34:35 Benchmark #BMK
38:00 Curtis Banks #CBP
40:35 Spire Healthcare #SPI
44:25 Devro #DVO
47:35 RWS #RWS
50:40 How to invest in Odyssean Capital

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