Neil Shah on Vox Markets

Neil Shah on Vox Markets

Edison’s director of content and strategy Neil Shah recently spoke on Vox Markets’ “Exchange” live show, sharing his thoughts on several companies across various sectors that are part of our high conviction Illuminator portfolio.

00:00 His investment approach & Edison Group’s ‘high conviction’ Illuminator portfolio.
08:35 Rolls-Royce
17:25 Thoughts on CMA’s review of vet pricing and impact on CVS Group Plc
20:45 Smith+Nephew
25:55 Ashtead Group Plc
27:45 Softcat plc
32:05 When to trim or sell winners?
33:55 Judges Scientific Plc
37:05 iomart
42:40 Impax Asset Management
48:10 Diaceutics PLC
53:15 YouGov
58:55 How can investors best access equity research?  
62:15 Cake Box
68:20 4imprint
74:45 Venture Life Group plc
78:20 Outlook for UK equities and M&A trend

Listen to the full episode below.

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