Henderson Global Investors Fund Corporate Manager Jamie Brooke looks back on some of his stocks from 2015, talks about the prospects for 2016 and picks stocks that Jamie thinks will do well in 2016.
Conviviality Plc (LON:CVR) owns the franchised off-license and convenience chain with approximately 611 franchisee-operated stores. The principal activities of the Company and its subsidiaries are wholesale and retail supply of beers, wines, spirits, tobacco, grocery and confectionery. It operates as a buying, marketing and logistics business offering support package to its franchisees and retail stores. It operates under six fascias, including Bargain Booze, Bargain Booze Select Convenience, Thorougoods, Wine Rack, BB’s Warehouse and Bargain B’s. Bargain Booze is an off-license led chain with approximately 600 franchisee-operated stores. Select Convenience is an off-license led local community store offering customers a range of groceries, fresh and frozen food. Thorougoods is a confectionery, tobacco and newsagent store. Wine Rack is a specialist retailer of wine, spirits, craft ales and related products with over 28 stores. Its stores are located throughout England and Wales
Redcentric plc (LON:RCN) is a provider of information technology managed services. The Company’s segments include Recurring, Services, Product and Central. Its solutions include network, collaboration, infrastructure, applications, security and mobile services. Its network services offers Internet service provider (ISP) with a core multiprotocol label switching network, metro networks and experience in delivering networks for organizations. Its collaboration services offer messaging and video conferencing through Internet protocol telephony. Its infrastructure services offer cloud services, including infrastructure as a service (IaaS), software as a service (SaaS) and disaster recovery as a service, colocation, data management and virtualization services. Its applications services provide packaged solutions and application management services. Its security services protect customers from distributed denial of service (DDoS) attacks and unintentional security threats from unauthorized devices.
PROACTIS Holdings PLC (LON:PHD) is engaged in development and sale of business software, installation and related support services. The Company creates, sells and maintains specialist software that enables organizations to streamline, control and monitor all internal and external expenditure, other than payroll. Source-to-Contract Solutions help organizations to automate the buying cycle from improving the way they find, evaluate and engage suppliers to increasing on-contract spending and enabling more effective collaboration with their trading network. Purchase-to-Pay Solutions enable organizations to streamline the purchase-to-pay process, eliminate labor-intensive manual registration of invoices, speed up invoice matching and approvals and gain control of after-the-event purchase claims. Supplier Interaction and Commerce provides a cloud-based channel for all forms of electronic interaction with suppliers. PROACTIS also offers a range of delivery options, including Software-as-a-Service.
1pm plc (LON:OPM) is a United Kingdom-based company engaged in providing financial services to the United Kingdom businesses. The Company is a specialist independent provider of finance to the United Kingdom small and medium enterprises (SME) sector. The Company’s leasing portfolio consists of a mixture of sectors and assets, such as garages, cleaners, fish and chip shops, and beauty salons. The Company offers equipment finance for beauty equipment, cleaning equipment, manufacturing equipment, medical equipment, gym equipment, furniture, security systems, construction equipment and telecom equipment, among others. The Company offers hire purchase finance to buy business equipment. The Company also offers online finance broker system. 1pm (UK) Limited is a wholly owned subsidiary of the Company.
Digital Barriers plc (LON:DGB) is a United Kingdom-based company, which provides visually intelligent solutions to the global surveillance, security and safety markets. The Company delivers streaming and analysis of video and related intelligence over wireless networks, including cellular, satellite and cloud. It also provides advanced video content analysis and body scanning to identify safety concerns and threats in real-time. It offers fixed and mobile solutions for covert, remote and wide-area deployments, as well as vehicle and body-worn applications. Its product platforms feature Internet protocol (IP) in areas, such as surveillance transmission, autonomous sensor networks, surveillance integration and people screening. It offers solutions for defense, law enforcement, border security, and oil and gas industries. It offers technologies, including cloud video platform (CVP), SafeZone-edge, tactical visual intelligence (TVI) wireless surveillance distribution and ThruVision, among others.
Nanoco Group PLC (LON:NANO) is a United Kingdom-based Company engaged in the research, development and large-scale manufacture of heavy metal-free nanomaterials for use in displays, lighting, solar energy and bio-imaging. The Company’s quantum dots offer enhanced color, energy efficiency, and seamless integration into existing LCD production processes. The Company’s quantum dot technology is particularly attractive not only for its ability to enhance the colors of LCD screens – allowing them to rival OLED products – but also enabling manufacturers to use their existing infrastructure to do so. The quantum dots are cadmium-free, and free of other toxic heavy-metals, so they are ideally suited for use in all consumer electronic devices.