The Big Book 2022 includes our highest conviction Best Ideas for 2022. In 2021 our Best ideas outperformed by 24%, extending our track record (>10% outperformance on average over the past decade). We have again divided our coverage into six distinct themes to create our Matrix. We have added two new categories this year: ESG and Pricing Power, both of which will be fundamental investment themes for 2022. We look forward to discussing our ideas with you.

20 Jan 2022
The Big Book 2022 - Extended Coverage & Best Ideas
AdEPT Technology Group Plc (ADT:LON), 138 | Artisanal Spirits Company PLC (ART:LON), 58.0 | Galliford Try Holdings PLC (GFRD:LON), 169 | Gear4music (Holdings) PLC (G4M:LON), 180 | Hargreaves Services plc (HSP:LON), 492 | Induction Healthcare Group Plc (INHC:LON), 48.0 | Mattioli Woods plc (MTW:LON), 710 | Mercia Asset Management PLC (MERC:LON), 29.0 | Reach plc (RCH:LON), 101 | Volex plc (VLX:LON), 248 | Wincanton plc (WIN:LON), 338 | Yourgene Health Plc (YGEN:LON), 6.0
-
-
-
James Tetley | Richard Hickinbotham
-
19 pages
-


Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
The Big Book 2022 - Extended Coverage & Best Ideas
AdEPT Technology Group Plc (ADT:LON), 138 | Artisanal Spirits Company PLC (ART:LON), 58.0 | Galliford Try Holdings PLC (GFRD:LON), 169 | Gear4music (Holdings) PLC (G4M:LON), 180 | Hargreaves Services plc (HSP:LON), 492 | Induction Healthcare Group Plc (INHC:LON), 48.0 | Mattioli Woods plc (MTW:LON), 710 | Mercia Asset Management PLC (MERC:LON), 29.0 | Reach plc (RCH:LON), 101 | Volex plc (VLX:LON), 248 | Wincanton plc (WIN:LON), 338 | Yourgene Health Plc (YGEN:LON), 6.0
- Published:
20 Jan 2022 -
Author:
James Tetley | Richard Hickinbotham -
Pages:
19 -
The Big Book 2022 includes our highest conviction Best Ideas for 2022. In 2021 our Best ideas outperformed by 24%, extending our track record (>10% outperformance on average over the past decade). We have again divided our coverage into six distinct themes to create our Matrix. We have added two new categories this year: ESG and Pricing Power, both of which will be fundamental investment themes for 2022. We look forward to discussing our ideas with you.