Spend Matters Portfolio – a 2014 Round-up (Part 2) [Plus+]

Yesterday, in Part 1, we looked at the individual firms whose shares we included in our Spend Matters 2014 stock portfolio. The portfolio is headed for a pretty flat performance over the year in terms of valuation, but that includes some big variations between firms. Note that our comments here purely relate to what you might call the “corporate events” of the year, and major factors that have affected the share price. It has only a limited reflection, for instance, on the products and services that procurement people might actually use (although obviously if a firm’s share price collapses, there is usually a reason). Anyway, here is the second batch of firms – in alphabetical order – from our portfolio.

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