Vox Markets Fund Manager Series: Graham Campbell of River Global
In this stock picking masterclass, contrarian fund manager Graham Campbell of River Global shares his thoughts on:
00:00 the outlook for equities and his 3 key investment themes
06:30 Schneider Electric
08:30 Rockwell Automation
10:40 Heidelberg Materials
13:55 Weinerberger
16:50 Saint Gobain
20:10 Caterpillar
22:40 Deere & Company
26:40 Novo Nordisk
30:00 Roche
33:00
35:35
38:35
40:00 Chevron
41:15 Intel
43:30 Dell Technologies
44:35 CISCO
46:10
50:20 UBS
52:45
55:15 Interpublic
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.