PIWORLD interview with Alexandra Jackson: Selecting Winning Stocks


Manage episode 308051592 series 2686645
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Alexandra Jackson, Fund Manager of the Rathbone UK Opportunities Fund. The fund has returned 20% ytd (as at 22.10.21) and has an impressive track record over the longer term. Here, we learn about Alexandra's selection criteria of scalability, durability, quality and governance. This does lead to some UK tech companies, which do exist! She outlines how the team assessed the portfolio during the March 2020 Covid crises, and reflects on lessons learned, referring to their score card to take emotion out of investing decisions. She makes it all sound so easy!

00:41 Alexandra’s background 02:05 The performance of the fund v FTSE All Share and peers 03:54 Approach and learnings from March 2020 06:05 Investment selection criteria: Scalability: Future #FUTR & Keystone Law #KEYS Durability: Diploma #DPLM Quality: Halma #HLMA Governance: Greggs #GRG 10:47 Valuations 12:05 Lower PE stocks in the portfolio: MJ Gleeson #GLE, Beasley #BEZ 13:53 IPOs: Oxford Nanopore Technologies #ONT; Bites Technology Group #BYIT 16:57 Current sentiment to capital raises 17:32 UK tech, including Kainos #KNOS & Molten Ventures #GROW 22:14 What are the most exciting stocks that could move the dial in the next year: Intermedia Capital #ICP; Accsys Technologies #AXS; Greggs #GRG 24:54 Learning from mistakes 26:45 Qualities that make a good Fund Manager

Alexandra Jackson manages the Rathbone UK Opportunities Fund, (formerly named Rathbone Recovery Fund) which she has run since 2014. She joined Rathbones in January 2007 and was formerly Assistant Fund Manager on the Rathbone Global Opportunities Fund. Alexandra holds the IMC and is a CFA (Chartered Financial Analyst) charterholder.

Rathbone Funds UK: rutm.com

Rathbone UK Opportunities Fund: https://www.rathbonefunds.com/uk/individual-investor/multi-asset-fixed-income-and-equity-funds/rathbone-uk-opportunities-fund

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