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Vox Markets Fund Manager Series: Josh Northrop of Whitman Asset Management

11:49, 10th April 2024

In this stock picking masterclass, accomplished fund manager Josh Northrop of Whitman Asset Management takes me through his latest thoughts on the markets alongside highlighting 14 investment ideas.

00:00 Equity outlook
08:40 Netcall
14:25 Cerillion
19:10 Tracsis
23:10 Auction Technology
30:00 Advanced Medical Solutions
35:05 CVS Group
40:30 Porvair
43:20 Johnson Service Group
48:55 Calnex Solutions
53:05 Bloomsbury Publishing
58:30 Macfarlane
62:40 RWS Holdings
66:45 Restore
70:50 Victoria Plumbing
74:25 When to sell?

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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.

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