{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"PIWORLD interview with Alexandra Jackson: Selecting Winning Stocks","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/70d67a64\"></iframe>","width":"100%","height":180,"duration":1792,"description":"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!\n00:41 Alexandra’s background02:05 The performance of the fund v FTSE All Share and peers03:54 Approach and learnings from March 202006:05 Investment selection criteria:Scalability: Future #FUTR & Keystone Law #KEYSDurability: Diploma #DPLMQuality: Halma #HLMAGovernance: Greggs #GRG10:47 Valuations12:05 Lower PE stocks in the portfolio: MJ Gleeson #GLE, Beasley #BEZ13:53 IPOs: Oxford Nanopore Technologies #ONT; Bites Technology Group #BYIT16:57 Current sentiment to capital raises17:32 UK tech, including Kainos #KNOS & Molten Ventures #GROW22:14 What are the most exciting stocks that could move the dial in the next year:Intermedia Capital #ICP; Accsys Technologies #AXS; Greggs #GRG24:54 Learning from mistakes26:45 Qualities that make a good Fund Manager\nAlexandra 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.\nRathbone Funds UK: rutm.com\nRathbone UK Opportunities Fund:https://www.rathbonefunds.com/uk/individual-investor/multi-asset-fixed-income-and-equity-funds/rathbone-uk-opportunities-fund","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}