Fund Manager, Giles Hargreave Chairman at Hargreave Hale answers 5 questions which will form part of our fund manager week. Questions asked were:
1. How do you feel 2016 went for you?
2. Were there any standout investments in your portfolio?
3. What are your views on prospects for 2017?
4. What sectors do you think will be interesting this year?
5. Are there any particular stocks that you like the look of for 2017?
Giles is the chairman of Hargreave Hale. Giles oversees the investment mandates of several retail funds including the Marlborough Special Situations and Marlborough UK Micro-Cap Growth Funds.
Blue Prism Group Plc (LON:PRSM) invented the term Robotic Process Automation. Their software platform enables business operations to be agile and cost effective through rapid automation of manual, rules based, back office administrative processes, reducing cost and improving accuracy by creating a “digital workforce”.
EVR Holdings PLC (LON:EVRH) the company that acquired MelodyVR Ltd which has developed technologies, products and services that enable users to consume immersive virtual reality (VR) music experiences.
Hochschild Mining Plc (LON:HOC) a leading underground precious metals producer focusing on high grade silver and gold deposits, with over 50 years’ operating experience in the Americas.
Hurricane Energy Plc (LON:HUR) was founded in 2005 by Dr Robert Trice with the help and encouragement of a private investor, in the belief that fractured basement reservoirs represent a significant untapped resource.
Hotel Chocolat Group PLC (LON:HOTC) have 93 shops in the UK as well as cafés and restaurants, we’ve opened our first three boutiques in Copenhagen and we have a hotel on our working cocoa plantation in the Caribbean. It’s been a busy period of change and growth, but everything we do is still guided by the three basic values that we started with – and it always will be.
Fevertree Drinks Plc (LON:FEVR) is the world’s leading supplier of premium carbonated mixers for alcoholic spirits by retail sales value, with distribution to over 50 countries internationally.
NMC Health Plc (LON:NMC) is UAE’s largest private healthcare provider. It has two main branches of business, NMC Healthcare and NMC Trading.
Clinigen Group Plc (LON:CLIN) is a rapidly-growing specialty pharmaceutical and service company with a unique business model dedicated to delivering the right medicine to the right patient at the right time to improve the quality of people’s lives around the world.
Victoria Plc (LON:VCP) was originally founded in 1895 from one small factory weaving tapestry carpets in Victoria Road, Kirkcaldy, Scotland.
Marlowe Plc (LON:MRL) was formed to create sustainable shareholder value through the acquisition and development of businesses in the outsourced business service sector with a focus on those that provide critical asset maintenance services in the UK. They are currently focused on fire protection, security systems and water treatment services – which are essential to customers’ operations and invariably governed by regulation, and where customers require a single specialist outsourced provider with nationwide coverage. Their customers can be found on most high streets, in office complexes and industrial estates, and include SMEs, local authorities, facilities management providers, multi-site NHS trusts and FTSE 100 companies.