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

00:00 Stock picking magic behind Rockwood’s alpha generation

06:50 Filtronic

16:15 Treatt

24:05 Funding Circle

31:20 Vanquis

39:20 Mercia Asset Management

44:35 Trifast

48:15 RM

56:20 Capita

65:50 Kooth

73:40 Closing remarks

#RKW #FTC #TET #FCH #VANQ #MERC #TRI #RM #CPI #KOO