• 2030: The Exchange with Richard Staveley of Harwood Capital

  • Jan 31 2025
  • Length: 1 hr and 14 mins
  • Podcast

2030: The Exchange with Richard Staveley of Harwood Capital

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    In this week’s Exchange, accomplished UK fund manager Richard Staveley of Harwood Capital, who runs the Rockwood Strategic investment trust, takes me through his latest thoughts on the following:

    00:00 Secret sauce behind Rockwood’s success.
    06:40 Capita
    13:35 Filtronic & how to value the stock
    19:05 Funding Circle
    24:00 Vanquis Banking
    32:55 Argentex
    38:50 RM
    43:00 Van Elle
    47:25 Flowtech Fluidpower
    52:25 James Fisher
    56:30 STV Group
    1:0:55 Kooth
    1:06:25 Pennant International
    1:10:35 Favourite stock idea for 2025 & portfolio management
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