In this interview, expert fund manager Stuart Widdowson takes me through how Odyssean Capital generates Alpha whatever the market conditions, alongside highlighting 13 stock ideas.
Outlook for equities. Start
What are Odyssean's typical investment time horizons? 01:15
How to measure the risk/reward balance. 02:50
Running a concentrated portfolio. 03:55
Defense/cyber sector & Chemring. 04:50
NCC. 08:50
Euromoney Institutional Investor. 13:15
Wilmington. 15:35
Industrials & Elementis. 17:45
Xaar. 21:25
Flowtech Fluidpower. 27:20
Dialight. 30:30
Benchmark. 34:35
Curtis Banks. 38:00
Spire Healthcare. 40:35
Devro. 44:25
RWS. 47:35
How to invest in Odyssean Capital. 50:40

