1849: Vox Markets Fund Manager Series: Josh Northrop of Whitman Asset Management

The Vox Markets Podcast

10-04-2024 • 1 hr 21 mins

In this interview, accomplished fund manager Josh Northrop of Whitman Asset Management takes Vox Markets through his latest thoughts on the markets alongside highlighting 14 investment ideas.

00:00 Equity outlook
08:40 Netcall
14:25 Cerillion
19:10 Tracsis
23:10 Auction Technology
30:00 Advanced Medical Solutions
35:05 CVS Group
40:30 Porvair
43:20 Johnson Service Group
48:55 Calnex Solutions
53:05 Bloomsbury Publishing
58:30 Macfarlane
62:40 RWS Holdings
66:45 Restore
70:50 Victoria Plumbing
74:25 When to sell?