SQC Research Market Recovery Portfolio - market beating, up 22.86% in 47 days - will it continue?

Mark Watson-Mitchell - 01.06.2026

Overall, the SQC Research Market Recovery Portfolio is up 22.86% over the last 47 Trading Days, whilst the FTSE100 Index is up a mere 4.94% in the same period of time.

Filtronic continues to lead, followed by Ramsdens, Currys, SigmaRoc, SRT Marine and then Chemring.

Chemring has done well after SQC Research identified it as being a supplier to SpaceX, which is about to launch the world's largest-ever IPO. Its shares rose from 485p to 526p in the last week.

The biggest faller was Ashtead Technology, easing back from 487.50p to 428p, after profit-taking on recent corporate news.

What to look out for: James Fisher & Sons has a Capital Markets Event this coming Thursday, while AO World is just two weeks away from announcing its Finals on the 17th.

The ten companies selected on Monday, 23rd March, were as follows:

AO World (LON:AO.) @ 85p now 93.60p +10.12%

Ashtead Technology Holdings (LON:AT.) @ 390p now 428p +9.74%

Chemring Group (LON:CHG) @ 485p now 549p +13.20%

Costain Group (LON:COST) @ 177p now 193.80p +9.49%

Currys (LON:CURY) @ 128p now 150.40p +17.50%

Filtronic (LON:FTC) @ 145p now 390p +168.97%

James Fisher & Sons (LON:FSJ) @ 470p now 502p +6.81%

Ramsdens Holdings (LON:RFX) @ 340p now 435p +27.94%

SigmaRoc (LON:SRC) @ 108p now 124.70p +15.46%

SRT Marine Systems (LON:SRT) @ 78p now 89.50p +14.74%

Overall performance since 23rd March = +22.86%

Five times better performance than the market !!!

For information on the above selections, together with SQC Research Target Prices, please refer to the article published on Monday, 23rd March.