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Vox Markets Fund Manager Series: Adam Rackley of Cape Wrath Capital

13:20, 10th March 2023
Vox Markets
Fund Manager Q&A

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In this masterclass on value investing, fund manager Adam Rackley of Cape Wrath Capital takes Vox Markets through:

00:00 His outlook for equities
01:55 Renaissance of value investing
04:20 How to distinguish between value plays & value traps
08:45 ‘Behavioural Value’ opportunities
11:30 Premier Foods (PFD)
15:30 Capita (CPI)
21:35 Costain (COST)
23:15 NewRiver REIT (NRR)
28:10 SCS Group (SCS)
30:25 Currys (CURY)
32:10 Purplebricks (PURP)
36:50 Wood Group (WG.)
38:50 HSS (HSS)
41:30 Enquest (ENQ)
45:35 Gulf Marine Services (GMS)
48:35 Renewi (RWI)
50:15 Synthomer (SYNT)
52:30 WPP (WPP)
55:05 GSK (GSK)
57:05 Somero Enterprises (SOM)
01:00:55 How to invest in Cape Wrath


Disclaimer & Declaration of Interest

The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.