An interesting fund manager : Wentworth Williamson. I was just listening to an interview of Williamson on Talk Yu Book about Fleetwood and I found that this fund manager was really interesting : no fluff, explaining very clearly his story on Fleetwood. And also good as this interview was in Feb 24 (but still up to date) and the stock has well performed since then and continue to be worth looking at it. He did another presentation with Talk Yu Book, about MMA and the stock did very well after that (X4 ?).
This fund manager seems to be specialised in small cap value stocks. Honestly, this is a vey difficult area, as people are more looking for growth among small caps. Anyway, he seems to have a good track record (he also owns 1.4 % of Servcorp which has also been doing well).
Wentworth has just increased significantly its holding in AVG (wines) from 8.1 % to 11.4 %. So probably worth keeping an eye on this stock (quite a tough one in my experience).
