In this interview, Hall of Fame fund manager Richard Penny of Crux Asset Management takes me through his outlook for the markets, alongside a host of excellent ‘high conviction’ ideas.
Forecasts for equities 00:00
Will Russia invade Ukraine. 03:20
FD Tech. 05:15
Inspecs. 10:55
Chemring. 14:45
Halfords. 17:25
MP Evans. 19:45
XP Factory (formerly Escape Hunt) 22:50
Strip Tinning. 26:05
Ondine Biomedical. 28:20
Serinus Energy. 31:05
Jadestone 33:35
Likewise. 35:40
Fund Manager interview with Richard Penny of Crux Asset Management
Feb 23, 2022Disclaimer & 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.