WS T. Bailey UK Responsibly Invested Equity Fund on Computacenter plc
Thesis
Computacenter was one of the fund's key positive contributors during August. Investors continued to reward the company's exposure to technology services and its cash-generative business model. The shares approached a twelve-month high late in the month. This extended a strong year-to-date rerating and supports the fund's positive exposure to the company.
“Computacenter which rose strongly as investors continued to reward its technology-services exposure and cash-generative model.”