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


