WS T. Bailey UK Responsibly Invested Equity Fund on Computacenter plc
Thesis
Computacenter was a key positive contributor in August as investors continued to reward its technology-services exposure and cash-generative business model. The shares approached a 12-month high late in the month, extending a powerful year-to-date rerating. Within the fund's framework, the company provides exposure to technology demand while fitting its preference for financially robust UK businesses. The August performance suggests the market was increasingly recognizing those characteristics.
“Computacenter which rose strongly as investors continued to reward its technology-services exposure and cash-generative model.”