TopPicks from Jason Del Vicario, portfolio manager, Hillside Wealth Management, iA Private Wealth
Jason Del Vicario, portfolio manager of Hillside Wealth Management at iA Private Wealth, discusses his top picks: Games Workshop, Fevertree Drinks, and Evolution Gaming.We have admired this business from afar and were finally able to accumulate a position. It checks most of the factors we look for: market leader, high margins, high and consistent returns on capital, no debt and effective capital allocation .
Short-term supply chain and glass price issues have created an opportunity for us to accumulate shares at prices that make sense to us. It is a global market leader in an underpenetrated market , boast excellent margins, returns on invested capital, no debt and growing nicely. It is founder-run and owned and we hope to own this business for decades. We initiated and added to our position slightly below £9 most recently two weeks ago.
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