Successful stock picking & portfolio construction is difficult at the best of times. But given today’s super challenging backdrop, its even more essential, especially within the small/microcap arena.
In this interview, Richard Staveley of Rockwood Strategic highlights 6 significantly shares where there is the potential to generate jumbo-sized returns.
00:00 Outlook for equites
05:55 Running focused portfolios
09:25 Blending ‘active’ stock picking with ‘constructive activism’.
13:17 Crestchic #LOAD
21:44 Argentex #AGFX
27:17 Titon #TON
34:15 Bonhill #BONH
39:26 Centaur #CAU
46:15 M&C Saatchi #SAA
51:42 How to contact Rockwood Strategic #RKW