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1st class stock picking and canny portfolio construction are the life blood of successful investors. 

Mark Chadwick of Dowgate Wealth is one such fund manager, and in this excellent interview takes Vox Markets through through:

Outlook for equities. Start
Kistos. 01:40
Have markets already priced in a severe recession? 04:20
Wilmington. 07:20
Tribal Group. 08:35
Dr Martens. 09:55
Belluscura. 12:00
Beeks Financial Cloud. 14:00
Alpha FX. 15:40
Ashtead Technology. 17:50
JTC. 20:05
Big Technologies. 22:15
OneSavingsBank. 23:40
Telecom Plus. 25:35
Watches of Switzerland. 27:55
FD Technologies. 30:50
Hotel Chocolat. 32:35
Revolution Beauty. 35:05
When does Dowgate typically sell? 36:20
How to invest in Dowgate Wealth. 37:30