Investor's Round Table: SDRY, DOCS, CTO, MONY, RFX, POLR, ASHM, PMI (21/04/24)

I've been back in the studio with my podcast co-hosts and fellow private investors Graham Neary and Mark Simpson.

In the latest episode of the Investor's Round Table, we took a look at the recent setbacks at fashion firms Superdry (SDRY) and Dr Martens (DOCS) and discussed whether we could see value in either stock at current levels.

In our regular slots on featured stocks, we covered the investment case for Moneysupermarket.com Group (MONY) and Ramsdens Holdings (RFX).

Graham also provided a review of recent updates from fund managers Polar Capital (POLR), Ashmore (ASHM) and Premier Miton (PMI). With AUM starting to rise at many UK asset managers, we considered the case for investing in this sector and discussed a couple of possible approaches we might use to gain exposure.

Please note that my comments reflect my personal views and are not investment advice or recommendations. Please do your own research or seek professional advice. Full disclaimer here.

As always, thank you for listening. Please do get in touch if you have any comments or questions you'd like us to answer in a future episode.

Roland Head

Disclaimer

This is a personal blog/newsletter and I am not a financial adviser. All content is provided for information and educational purposes only. Nothing I say should be interpreted as investing advice or recommendations.

You should carry out your own research and make your own investing decisions. Investors who are not able to do this should seek qualified financial advice. Reasonable efforts are made to ensure that information provided is correct at the time of publication, but no guarantee is implied or provided. Information can change at any time and past articles are not updated.